ActiveDocs solution generates life assurance and private placement life insurance documents compliant with SEC Rule 498
ActiveDocs solution generates life assurance and private placement life insurance documents compliant with SEC Rule 498
3 PagesDocument Excellence through Innovation www.activedocs.com Industry: Wealth management, Insurance Primary Business: Unit-linked life assurance and private placement life insurance Challenge: Generate multi-fund private placement and other financial instrument documents that comply with SEC rule 498, and simplify the document generation process. Solution: Implementation of ActiveDocs Opus and creation of a Snippet
