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Pre-Trade
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docRepository Suite
Home
Pre-Trade Compliance
Success Story SV Informatik: Efficient FactsheetsLIVE™ solution
Lisa Waldherr
| 2 May 2023
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SFDR: ESAs publish first Q&A on SFDR Delegated Regulation after it comes into force
Desislava Marvakova
| 24 April 2023
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Success Story ERGO: SFDR factsheets transparent, fast and up to date
Lisa Waldherr
| 19 April 2023
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FinDatEx Survey on ESG Reporting Template (EET)
Lisa Waldherr
| 14 March 2023
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Success Story Nürnberger Lebensversicherung: Fast implementation of the SFDR-Level 2 regulation
Lisa Waldherr
| 24 February 2023
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SFDR: Updated SFDR RTS to include fossil gas and nuclear energy
Desislava Marvakova
| 20 February 2023
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SFDR: European Commission publishes corrections to RTS only a few days before the Regulation comes into force
Desislava Marvakova
| 10 January 2023
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PRIIPs Q&A update by ESA includes revision of previous Q&A
Audrey del Bondio
| 30 December 2022
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FCA and His Majesty’s Treasury launch consultations, suggesting a complete UK PRIIP overhaul
Boris Espinoza-Kalchev
| 23 December 2022
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docRepository reaches for the stars with "Atlas”
Corina Greab
| 16 December 2022
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Latest regulatory updates on ESG Data in EU, UK and Switzerland
Desislava Marvakova
| 1 December 2022
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ESMA proposes name rules for ESG funds
Desislava Marvakova
| 28 November 2022
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ESAs publish Last Minute Q&A on SFDR Delegated Regulation
Desislava Marvakova
| 23 November 2022
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PRIIPs QA updated by ESA now include PRIIPs 2.0 recommendations
Boris Espinoza-Kalchev
| 16 November 2022
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BusinessForensics Launches new ForensicCloud 2.0 Full Cloud Solution
Lisa van Bussel
| 2 November 2022
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SFDR: ESAs propose amendments of final RTS
Desislava Marvakova
| 4 October 2022
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cleversoft Standard PRIIP Service ready with the PRIIPs RTS 2.0 changes
Audrey del Bondio
| 23 August 2022
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Updated EPT V2.1 for consultation
Thomas Froschmeier
| 9 August 2022
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RTS under the SFDR now published in the Official Journal
Desislava Marvakova
| 3 August 2022
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ESAs first annual report on voluntary disclosures of PAI under the SFDR
Desislava Marvakova
| 3 August 2022
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Postponement of the new EU PRIIPs RTS 2.0 fully legislated
Boris Espinoza-Kalchev
| 29 June 2022
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European ESG Template: cleversoft already delivers today
Paula Truong
| 21 June 2022
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ESAs publish clarification on SFDR RTS
Desislava Marvakova
| 8 June 2022
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European Commission answers questions on SFDR
Desislava Marvakova
| 31 May 2022
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EIOPA consults on draft guidelines to integrate customer’s sustainability preferences under the IDD
Lisa Waldherr
| 26 April 2022
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The Regulatory Technical Standards are now adopted by the European Commission
Desislava Marvakova
| 7 April 2022
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The ESA’s Provide Updates on SFDR
Desislava Marvakova
| 29 March 2022
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Changes to the UK PRIIP regime confirmed in a FCA Policy Statement
Boris Espinoza-Kalchev
| 28 March 2022
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Further delay to the EU PRIIPs RTS 2.0 amendments proposed by the EU Commission
Boris Espinoza-Kalchev
| 25 March 2022
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Successful Go-Live for cleversoft’s ESG4insurance Solution
Lisa Waldherr
| 22 March 2022
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Statement by EU supervisors on the quality and clarity of ‘What is this product?’
Boris Espinoza-Kalchev
| 17 March 2022
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FinDatEx publishes EET V1 and updated EMT V4
Desislava Marvakova
| 17 March 2022
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MiFID II Quick Fix Amendments around the corner
Desislava Marvakova
| 23 February 2022
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Published EPT V2.0 in final Version
Thomas Froschmeier
| 11 February 2022
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EET – the final countdown
Lisa Waldherr
| 8 February 2022
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docRepository Service Extensions - Review of 2021 Achievements
Corina Greab
| 2 February 2022
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New ESMA Guidelines come into force
Thomas Froschmeier
| 1 February 2022
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ESMA Consults on the review of MIFID II Suitability Guidelines
Desislava Marvakova
| 31 January 2022
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Taxonomy Extension: ESG4Insurance Level 1 Documents
Desislava Marvakova
| 14 January 2022
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The European Commission proposes a review of the Alternative Investment Fund Managers Directive (AIFMD)
Desislava Marvakova
| 6 January 2022
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EU PRIIPs 2.0 is now Legislated and in the EU Official Journal
Boris Espinoza-Kalchev
| 6 January 2022
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FinSA Regulation updates – the Swiss Federal Council extends the transition period for key information documents
Corina Greab
| 16 December 2021
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Extension of the UCITS exemption and postponement of the PRIIPs RTS
Thu Rodriguez
| 10 December 2021
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Just launched! deritrade by Vontobel Integration with cleversoft docRepository
Jörg Barenhoff
| 6 December 2021
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Draft SFDR RTS with Significant Change Postponed to Jan 1st, 2023
Desislava Marvakova
| 30 November 2021
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FINMA Sets Strategic Greenwashing and Climate Risks Goals
Desislava Marvakova
| 29 November 2021
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Article 20, Paragraphs 1-3 of SFDR go into effect, starting January 1st, 2022
Lisa Waldherr
| 25 November 2021
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An update to the European PRIIPs Template (EPT) V2.0
Thu Rodriguez
| 15 November 2021
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ECON and the EU Extend UCITS PRIIP KID Requirements
Thu Rodriguez
| 11 November 2021
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The UK Financial Conduct Authority (FCA) on Sustainability Disclosure Requirements
Desislava Marvakova
| 11 November 2021
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Updated Timeline for UK PRIIP Proposed Amendments
Boris Espinoza-Kalchev
| 8 November 2021
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Final Report on draft SFDR Regulatory Technical Standards
Desislava Marvakova
| 22 October 2021
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Insights from Standardization Sessions with FinDatEx EET
Lisa Waldherr
| 4 October 2021
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Issuer connections for docRepository - Next update on September 30th, 2021
Corina Greab
| 16 September 2021
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Retrieving FinSA KIDs in docRepository
Corina Greab
| 9 September 2021
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docRepository Microsite Update: September 9th, 2021
Corina Greab
| 9 September 2021
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The Final Amendments for the Delegated Regulation of PRIIPs
Thu Rodriguez
| 9 September 2021
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Proposed Amendments to the UK PRIIPs Regulation
Boris Espinoza-Kalchev
| 26 July 2021
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An Update on Sustainable Finance Disclosure Regulation (SFDR) and cleversoft ESG Services
Lisa Waldherr
| 21 July 2021
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docRepository Suite