Designed for Legal & Regulatory Teams

Catch document risk before it ships, across IPIDs, Target Market Statements, Fair Value outcomes, and your full disclosure pack.

A gap in a customer document is not a theoretical risk

IPIDs, Target Market Statements, and Fair Value Assessment Outcomes sit in an uncomfortable spot: customer-facing or regulator-facing, legally significant, and squarely in the FCA’s line of sight. A document that reaches market with missing content creates real exposure.

Ultradoc validates drafts against current FCA requirements and flags problems while there is still time to fix them. Approval history and change logs are retained automatically. Useful for internal governance, and for demonstrating process when a regulator asks how documents are controlled.

Nobody can read every consultation and guidance note

Legal teams cannot realistically monitor every rule change across every jurisdiction that might touch their products. Something important still has to be caught.

Ultradoc links regulatory updates to documents in your library. When a change matters, you see which documents are in scope and what kind of amendment is likely needed. Interpretation stays with your lawyers. The legwork of spotting and mapping changes is handled upstream.

Customer clarity matters. So does protecting the firm. Drafting disclosure documents often means negotiating between those two demands in every paragraph.

Ultradoc proposes alternatives when language is too dense for customers or too loose for legal comfort. Approval workflows capture who signed off on what, which matters when disputes or regulatory reviews arise. Defensible documents that customers can actually understand. Not one at the expense of the other.

Supported Document Types

Customer disclosure and regulatory documents including:

See the full document templates overview for details on each type.

  • Pre-publication checks against FCA requirements
  • Change tracking linked to specific documents in your estate
  • Wording suggestions that respect both legal and readability constraints
  • Signed-off audit trails for governance and dispute defence
  • Less reactive firefighting when rules shift

See it in action.

Tell us about your role and document challenges. We'll show you how Ultradoc fits your workflow.

Book a demo