Comprehensive translation of UCITS and AIF fund prospectuses for new share classes and jurisdictions. We ensure all regulatory content, benchmarks, and investment objectives are accurately adapted for each market while maintaining consistency with approved source terminology.

Precise localization of PRIIPs Key Information Documents and UCITS KIIDs, including performance scenarios, costs, and risk indicators. Stepes helps clients meet annual update deadlines and maintain a consistent presentation of investor information across all languages.

Translation of annual and semi-annual reports, notices, and financial statements that require both linguistic precision and formatting accuracy. Our teams manage recurring cycles for multiple funds with secure version control and automated quality checks.

Localization of client correspondence, newsletters, and personalized portfolio summaries for private banking and advisory clients. Stepes ensures clear, compliant communication that reflects each firm’s brand and investor relationship standards.

Translation of ESG policies, SFDR disclosures, and sustainability statements to meet growing transparency requirements. We help asset managers communicate their environmental and governance commitments consistently across markets.

Translation of multilingual content for websites, mobile apps, and client portals. Our integrated workflows support digital-first delivery, enabling seamless updates and brand consistency across all communication channels.

Our workflows are structured for recurring translation cycles covering monthly fund factsheets, quarterly investor reports, and annual prospectus updates. Each fund family is mapped to pre-approved templates and terminology databases to ensure consistent formatting, style, and tone across all languages.

Stepes manages complex, multi-language projects through synchronized workflows powered by our smart translation management system. The platform automatically segments fund content, assigns linguists by expertise, and tracks progress in real time to maintain full visibility across every language. Translations for key sections, such as performance commentaries, portfolio summaries, and risk indicators, can be prioritized for early delivery, allowing compliance and marketing teams to review while remaining content is still in production.

We offer standard, expedited, and same-day translation options to accommodate regulatory deadlines and market-sensitive announcements. Our linguists and project managers work in coordinated time zones to support global fund teams operating across Europe, North America, and Asia.

Stepes’ AWS-hosted translation management system scales effortlessly to support large volumes of multilingual fund documents. Automated memory reuse, glossary integration, and quality control reduce turnaround time while preserving accuracy and consistency across every update cycle.

From fund prospectuses and PRIIPs KIDs to shareholder letters and client communications, Stepes has an established record of delivering accurate, regulator-ready translations on schedule. Our combination of speed, scalability, and quality assurance helps asset and wealth managers maintain investor trust while meeting every filing and publication deadline.

Specialized translation support for UCITS, PRIIPs, MiFID II, and AIFMD documentation in all major European languages. Stepes helps clients meet requirements set by regulators such as the CSSF, BaFin, AMF, CNMV, and CONSOB, providing consistent, compliant translations for cross-border fund marketing within the EU.

Expertise in post-Brexit regulatory frameworks, including FCA-specific disclosures, UK KIDs, and AIF documentation. Our translators adapt content to reflect UK terminology and investor-protection guidelines while maintaining alignment with parallel EU submissions when needed.

Localized translation services for fund registration and investor materials under regional authorities such as the SFC in Hong Kong, MAS in Singapore, ASIC in Australia, and FSA in Japan. Stepes ensures consistent terminology and formatting across multilingual Asian markets with high linguistic complexity.

Accurate translation of shareholder communications, Form ADV, and investment marketing materials for U.S., Canadian, and Latin American markets. We handle English, Spanish, Portuguese, and French variations, ensuring alignment with SEC, OSC, and CVM disclosure standards.

Stepes’ network of in-country financial linguists combines local regulatory knowledge with centralized terminology control. This hybrid model enables global fund managers to deliver investor-ready documents that reflect both the precision of their brand and the expectations of each market.

A leading European asset manager required monthly translation of fund factsheets into 14 languages under tight publication deadlines. Stepes implemented a dedicated workflow with pre-approved glossaries, automated QA checks, and rolling deliveries, completing each cycle within 48 hours while maintaining consistent terminology across share classes.

An international fund provider needed multilingual updates to ESG and SFDR statements following new reporting requirements. Stepes translated and reviewed disclosures in eight languages within five business days, enabling timely publication and regulator submission.

A global wealth management firm engaged Stepes to localize client letters, newsletters, and digital communications across six languages. Using our smart translation management system, we ensured brand consistency, accurate terminology, and synchronized updates across email and portal channels.