The FactsheetsLIVE™ Savings Plan Calculator is a SaaS module that enables fund providers, capital management companies, and distributors to integrate a fully configurable online calculator into their websites. This tool helps organizations comply with BaFin regulatory requirements regarding the transparent presentation of historical net returns and the effects of commissions, fees, and other charges.

Key Features

Regulatory Compliance Ensures adherence to BaFin Circular “4/2010 (WA) – MaComp” 3.3.4.1.7 requirements.

• Automates calculation and display of historical net returns
• Includes effects of commissions, fees, and other charges

Customizable Integration Ready-to-use and configurable online tool for seamless website integration.

• Can be tailored to specific organizational needs
• Easy to embed into existing digital platforms

Expert Guidance Offers support through the entire procurement and implementation process.

• Industry experience in compliance software
• Advisory services for setup and maintenance

Benefits

Compliance Assurance Reduces regulatory risk by automating required disclosures.

• Ensures transparent presentation of investment costs and returns
• Meets legal and industry standards

Operational Efficiency Streamlines the process of regulatory reporting and client communication.

• Saves time and resources for compliance teams
• Enhances client trust through clear information