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How Finalyse can help
Promotional brochure for structured products
The service addresses the critical need for AMF-compliant promotional communications, where structured products are subject to strict regulatory scrutiny. End-users, including compliance, marketing and sales teams, require accurate, clear and non-misleading materials to protect the final investor by providing transparent and accurate information. This service ensures compliance with MiFID II, Prospectus, and AMF regulations, automates data processing and delivers high quality output. By meeting these requirements, it enables users to confidently navigate the complexities of compliance, while saving time.
How does Finalyse address your challenges?
Ensures AMF compliance
Aligns promotional materials with MiFID II and Prospectus regulations.
Streamlines processes
Automates data extraction and brochure creation for efficiency.
Reduces risks
Providing transparent and accurate information.
Saves time
Speeds up material preparation and regulatory filing.
Reliable information
Enhances transparency and investor confidence.
Provides expert support
Combines regulatory, technical, and product expertise.
How does it work in practice?
Finalyse offers a comprehensive solution for creating AMF-compliant promotional brochures tailored to the regulatory requirements. Our service streamlines the process from data extraction to ensure clear, accurate, and non-misleading materials that build investor trust. By automating workflows and integrating expert insights, we help you mitigate compliance risks, save time, and enhance operational efficiency. With Finalyse, confidently navigate regulatory complexities and focus on driving your structured product success.
Key Features
- Quick and Automated Solution: Streamlined processes designed to deliver high-quality outputs swiftly.
- Custom Branding: Seamless integration of your branding, including custom colour schemes and logos.
- Tailored Content: AMF-compliant narratives and texts personalized to meet your unique needs and target audience.
- Flexible Formats: Deliverables compatible with required formats.
- Visual Selection: Access to a curated picture library for selecting visuals that resonate with your audience.
- Multilingual Support: Content available in multiple languages.
Ali, Partner at Finalyse, joined Finalyse in 2008 and founded the Valuation Services department.
With 25 years in the financial industry, including senior roles at top European banks, as head of structured products.
Now leading Valuation Services, Ali drives strategy and business development, adapting to market demands and client needs.
He's widely respected at Finalyse as an expert in Structured Products and OTC Derivatives, providing clients with advanced solutions in a dynamic financial landscape.
Ozan is a seasoned professional with over 15 years of experience in derivatives trading, structuring and quantitative analysis at financial institutions such as UBS, UniCredit and Akbank. He has in-depth knowledge of delta-1 and non-linear contingent products, risk management and quantitative strategies. Ozan holds two Masters degrees in Applied Mathematics (METU) and Finance (University of Texas) and is a CAIA. He has experience in functional design and implementation of trading and valuation systems, Python library development and training for clients and internal teams.
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