Informa^SM

Whether you want to provide financial documents electronically to individual shareholders, corporate investors, or brokers, our Informa product suite delivers best-of-class functionality that results in more economical e-delivery of statements, trade confirmations, proxies, annual reports, and prospectuses.

Our full-service approach means we handle each step and every aspect of the electronic investor communication cycle, allowing you to focus on your core business. From investor consent to receive documents electronically to e-delivery of your regulatory compliant shareholder communications, Informa does it all for you.

Why promote electronic delivery with your customers?

... to save money

• Print processing and postage fees
• Customer service costs

... to make money

• Revenue from effective cross-selling
• Differentiation from competitors
• Customer retention

... to meet customer demands

• Speed
• Convenience and Self-Service
• Personalized service

Selecting the right partner is critical to your core business objectives. DST Output leverages decades of mutual fund, bank, and brokerage experience — from DST Systems and our alliance with NewRiver, Inc., — to deliver documents electronically in a SEC-compliant Web-based service, Informa.

Extensible, sophisticated architecture

You won't need to worry about your future with Informa - we already have the largest and most scalable solution in the market. The Informa platform can be quickly extended with new product features and functionality to continuously enhance your customers' experience. Our architecture scales to support your volume and seamlessly integrates with back-end systems, as well as DST Systems' AWD® and Vision solutions.

Leading-edge technology, service, and redundancy

The Winchester Data Center, under DST Systems information processing management services, processes data for millions of accounts every day. Winchester is one of the largest and most sophisticated computer facilities dedicated to commercial data processing. Winchester operates 24 hours a day, 365 days a year and is built on 21 acres in a secure and private technology park in Kansas City.

Implementation/Consulting Services

The key to long-term success begins with a comprehensive implementation. The Informa team methodically explores your electronic strategy and explicitly documents your business requirements for a complete online solution. We will work closely alongside your internal stakeholders in executing a joint plan to deliver the "desired state" of your online financial services.

Core functionality

The Informa solution includes the following set of core functionality.

• Personal Document Loading
• Viewing
• Storage
• Notification
• Consent and Paper Suppression
• Electronic Compliance

Built on an intricate, scalable, and secure platform, Informa is the leading outsourced solution that easily supports small and large financial services customers alike.