ClickOne – Summary Prospectus Solutuion

New Technology Uses Existing PDFs and Offers One-Click Capability

After much debate, industry focus groups and extended comment periods, the new Summary Prospectus rule was approved by the SEC. The final rules were issued with the promise of dramatic savings for investment firms and their shareholders. See New Rules

CFG's ClickOne - a comprehensive solution that combines our best in class fulfillment capabilities with patented technologies to create the financial services industry's most simple and cost-effective solution that satisfies the SEC's summary prospectus rules - with the benefit of one click vs. the required two.

ClickOne is powered by technology that is currently used by more than 2,300 libraries around the world serving more than 17 million end-users. Developed in the heart of Silicon Valley, ClickOne is a powerful system for both maintaining the integrity of PDFs and unleashing the information they contain.

The benefits of ClickOne

• Simple
• Cost-Effective
• One-Click Technology
• No XBRL Coding
• Use Existing PDFs

More Than Just A Summary Prospectus Solution

As part of our web-based Global Content Library, CFG will improve the way in which mutual fund shareholders find, use, and manage digital content across millions of documents – including:

• Prospectuses
  
• Financial reports
• SAIs
• Marketing brochures
• Fact Sheets
• Powerpoint decks
• Quarterly commentaries
• Applications
• Forms