Wealth & Asset Management

Client Reporting Services

Are you ready for MIFIDII?

With the new upcoming rules and regulations around increased transparency towards your client communication, Imprimus can help you develop additional functionality that will help wealth & asset managers with issues such as improved suitability, reporting, data aggregation and the ability to store digital documentation to support your back office.

 

 

A trustworthy, secure partner 

Imprimus can provide you with a single point of control for all your regulated transactional communications.This enables you access to same day production and mailing of your daily client communications. 


Our 53,000 sqft mailing facility in the UK can provide 100% mailing integrity and audit tracking ensuring your communications are sent and delivered in a timely manner. 

  • ISO 9001 (Quality Management)
  • ISO 27001 (Information Security Management) 
  • ISO 22301 (Business Continuity Management)
  • Cheque & Credit Clearing Company Standard 55 

 

 

Our Solutions

Imprimus can help your client reporting

  • 100% despatch and reconciliation audit trail
  • Fast production and distribution
  • Safe, secure & reliable 

 

Other services include;

 

 

About Imprimus

Imprimus has been helping the UK's most trusted brands get more from their customer communications since 1988. 
From letters and direct mail to combined paper and digital communications, Imprimus works alongside its customers to help them make informed communications decisions that reduce mailing costs, eliminate risks and increase engagement. 

 

 

Case Study - Strict demands made of Hargreaves Lansdown

As a financial advisor and asset manager, Hargreaves Lansdown has strict demands made of it by both authorities and customers. This is why they let Imprimus take care of their customer communication.

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