发明名称 System and method for electronic consent and delivery of financial and/or other transaction-related information
摘要 The present invention relates to a method and system for effectively and efficiently delivering financial and/or other transaction-related information to investors while complying with relevant governmental rules and regulations regarding notice, access and proof of delivery. The method and system of the present invention enable individual consent of electronic delivery of financial and/or other transaction-related information from investors and electronically delivering such information and/or documentation to the consented recipients. The system can manage and update investor lists for issuers and/or market intermediaries; prepare financial and other transaction-related information for review; replace or supplement hardcopy documents by disseminating such financial and other transaction-related information through an electronic delivery fulfillment system that complies with governmental rules and regulations; and enable real-time audit tracking of the electronic delivery to confirm both delivery and access of delivered information and to track corrupted electronic deliveries.
申请公布号 US7802309(B2) 申请公布日期 2010.09.21
申请号 US20070987856 申请日期 2007.12.05
申请人 I-DEAL LLC 发明人 COLLERAN KEVIN;HESTER JOHN
分类号 G06F7/04;G06Q10/00 主分类号 G06F7/04
代理机构 代理人
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