Recently Sentry Select went live on the new Fund edition version of Q4 Web. 

Q4 Fund Edition supports unlimited product management including: mutual funds, capital units, preferred securities, income trusts, limited partnerships, deposit notes and more. Each of these products has unlimited configurations including: management, performance, distributions, portfolio holdings, prospectuses, press releases, historical NAVs, historical closing prices, regulatory reporting, distribution history, tax information and more.

Sentry Select, a Canadian wealth management company that manages over $8 billion in gross assets, is the first company to adopt the Q4 Fund Edition as its corporate standard for managing its web site. “With the new regulation surrounding secondary market disclosure (Bill 198), we felt it was important to secure and track our corporate web site and its content. “said Brian McOstrich, Vice-President, Marketing at Sentry Select. “We consider the web site as the main communication vehicle with the public and as such, it has the potential to be at the centre of interest regarding disclosure or potential misrepresentation. Having the ability to track the workflow process on our web site, and provide detailed reports on this from any point in time, significantly reduces any potential liability claims of misrepresentation.”

“We’re thrilled to be launching this product to the investment fund industry. Since late 2005 we have been providing issuers with a set of disclosure management solutions that aide in reducing compliance risk and increasing efficiency,” said Darrell Heaps, President and CEO of Q4 Web Systems. “In today’s environment, investment fund companies share the same risk and liability as issuers, but typically deal with numerous traded entities and sources of disclosure.“

More about Q4 Fund Edition can be found here.

Technorati Tags: Q4 Web Systems, Q4 WEB, Q4, Investor Relations, IR Web Sites, Disclosure, Compliance, Mutual Funds, Bill 198, MI 52-109, C-SOX

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