Zeidler Group Strengthens Marketing Material Review Tool by including Swiss Marketing Communication Rules
18th July 2024
Frankfurt, Germany, July 18, 2024 – Zeidler Group, a leading global legal and compliance firm, is proud to announce the latest enhancement to its Marketing Material Review Tool (MMR-Tool). The LegalTech tool now includes comprehensive coverage of Swiss regulations, including FinSA.
Developed and meticulously maintained by Zeidler’s team of expert investment fund lawyers, the MMR-Tool is designed to review marketing materials against the laws of various jurisdictions. Currently, the MMR-Tool covers more than 30 individual laws, circulars, and official publications as the basis for automated reviews.
Efficiently Meeting Swiss Regulatory Rules
The automated MMR-Tool allows fund professionals to upload various marketing materials, ranging from factsheets and brochures to pitch presentations and commentary. These materials are reviewed against a comprehensive array of Swiss regulations governing marketing communications, including:
- Swiss Financial Services Act (Finanzdienstleistungsgesetz – “FinSA“)
- Swiss Unfair Competition Act (Bundesgesetz gegen den unlauteren Wettbewerb – “UCA“)
- Swiss Collective Investment Schemes Act (Kollektivanlagengesetz – “CISA“)
- Swiss Collective Investment Schemes Ordinance (Kollektivanlagenverordnung – “CISO”)
- Guideline on the calculation and publication of performance data of collective investment schemes (Richtlinie zur Berechnung und Publikation der Performance von kollektiven Kapitalanlagen) by the Swiss Asset Management Association (“AMAS”)
Additionally, the MMR-Tool ensures consistency between marketing materials and fund documents, such as the UK UCITS KIID, PRIIPs KID, and the prospectus.
Zeidler Group’s commitment to innovation and LegalTech excellence is exemplified through the continuous development and enhancement of the MMR-Tool, empowering clients to navigate the complex landscape of regulatory compliance and marketing communication rules with efficiency and ease.
Tara Dutta, Associate at Zeidler Group, commented:
“As Switzerland is a popular and diverse market in terms of fund distribution, the latest enhancement and expanded scope of our MMR-Tool provides immense value to our clients for on-demand practical marketing communication guidance.”
Serena Goldberg, EVP of Product and Services at Zeidler Group, added:
“Our role is to provide our clients with comprehensive compliance support. Our team is dedicated to delivering cutting-edge technology and extensive regulatory coverage, ensuring they face no limitations. We understand that efficiency is crucial for fund managers. Balancing the delivery of end-investor value while navigating and meeting global compliance requirements to mitigate risks is a significant challenge. The addition of Swiss marketing communication coverage in our MMR-Tool highlights our commitment to addressing these challenges effectively.”
Arne Zeidler, CEO and Founder of Zeidler Group, concluded:
“Providing our clients with practical guidance and AI-driven tools to meet their regulatory obligations is crucial for scaling operations and achieving investor growth. For fund managers, embracing digital innovation to enhance efficiency and reduce costs is vital for maintaining a competitive edge. By proactively integrating AI and Large Language Model technologies, we offer advanced LegalTech solutions within the fund servicing ecosystem. Our MMR-Tool, now with Swiss marketing communication coverage, empowers clients to confidently navigate regulatory requirements and supports with attracting new investors, and expanding into new markets.”
Experience the MMR-Tool in Action
About Zeidler Group
Zeidler Group is a technology-driven law firm and legal and compliance services provider, revolutionising legal, regulatory, compliance, and reporting services for the asset management industry. Zeidler Group builds collaborative, strategic, and meaningful partnerships by providing innovative digital solutions and bespoke research-based legal advice and regulatory guidance. Zeidler Group’s range of asset management clients includes some of the largest and most respected names in the industry, as well as boutique operators. The firm services more than 250 clients with aggregate assets under management above USD 1.5 trillion.
