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Sample crypto ETP factsheet
A two-page factsheet for a fictional physically backed crypto basket ETP (an exchange-traded product, often structured as a crypto ETN), covering the information digital asset issuers need to show, with UK and EU risk warnings built in.
Sample document. The product, figures and service providers in this sample are fictitious and for illustration only.
What's included
- Investment objective, key facts and risk statistics, including volatility and maximum drawdown
- Cumulative and calendar-year performance against the index
- Basket composition with coin entitlement per ETP unit
- Custody and proof-of-reserves panel
- Staking statistics and tokenised unit details
- Exchange listings and product parties
Compliance built in
Every autoFactsheet template is designed to meet UK and EU marketing rules. This sample shows them applied:
- UK restricted mass market investment risk warning (COBS 4.12A) in a bordered box, with a "Take 2 mins to learn more" link
- Comprehension alert for complex products
- "Advertisement" label, prospectus statements and approval-not-endorsement wording
- Highest risk class (7) shown on the risk indicator
- Complete calendar years only, with source, currency and basis stated
- UK investor paragraph and FSCS statement
Read our UK and EU factsheet compliance checklist for the full set of rules.
How this sample was built
The product, its basket and its figures are fictitious, but the document was produced exactly as a client's would be: monthly NAVs, index levels, basket weights, entitlements and staking figures went in, and the engine calculated every return and risk statistic, reconciled the basket, drew the charts and checked the result before writing the PDF.
What changes for your product
- Your logo, colours, fonts and layout, built once as your template
- Your products, listings and tickers, all produced in the same run
- Your coin basket, entitlements and staking figures, refreshed every month
- Your custodian, reserves and collateral wording
- Your approved UK risk warning when the product is marketed to UK retail investors
Questions about this sample
Can you produce factsheets for single-coin and basket products?
Yes. The same template handles single-asset ETPs and multi-coin baskets, with entitlements per unit shown for each coin.
How is the UK risk warning handled?
When a product is marketed to UK retail investors, the factsheet carries a bordered risk warning box with your approved wording and the link investors need.
Is the PDF accessible?
Yes. It is a tagged PDF built to the PDF/UA standard, with chart descriptions for screen-reader users and the key figures attached as a machine-readable data file.
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