Online “Key Investor Information Document” (KIID) generator
Originality
6
Rationale
6
Impact
6
Total
18
Description
With Morningstar, the firm will provide a service to automate the production of KIID documents, which are now mandatory for all cross-border fund products.
A product designed to help start-up companies in the cleantech sector to become viable entities. Sold for a fixed cost, the product packages the firm's know-how into a step-by-step approach to save clients thousands of pounds in legal fees.