Free 1-on-1 Factsheet Consultation
Are you looking to create a new fund factsheet? Will using existing internal methods for the factsheet production be more efficient? Are you rather considering outsourcing the production to a third party? These are all important questions, and we can help with the answers.
Our 1-on-1 factsheet consultation helps you identify the issues you might face, and the solutions that are available.
Chat to our experienced, friendly factsheet expert, who will take you through the process of producing your fund factsheets.
Your 1-on-1 session includes:
An in-depth consultation from our experienced factsheet expert, lasting approximately 60 minutes
Step-by-step instructions for producing your fund factsheet
Specific recommendations for your business
Booking a session with us in no way implies a commitment to us. We will adjust the session to suit your needs, and complete it via phone, Skype or video conference.
Pavel is your Factsheet Expert
- Founder and Managing Director of Fundpeak
- 8 years’ experience auditing company´s financial statements
- 5 years futures and options trading experience
- Series 3 certification from the National Futures Association (USA)
- 10+ years’ experience in fund performance reporting – creating fund portals and factsheets
- Master in Accounting, University of Economics in Prague