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AML, Fraud & Special Investigations (Case Management)
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SFDR Service
A turnkey solution for complying with SFDR requirements under European ESG efforts
IFRS 17
Your powerful IFRS 17 solutions and support for CIP, VFA and GM models
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PEP and Sanctions Screening
PEP and sanctions list screening with ease
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Markets in Financial Instruments Directive
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Federal Financial Services Act (CH)
GDPR
GDPR is an EU regulation that protects the right of data privacy.
IORP
Institutions for Occupational Retirement Provision Directive
MiCA
The EU Markets in Crypto Assets (MiCA) Regulation
PIFI
Incident Warning Protocol for Financial Institutions (NL)
MaComp
Minimum Requirements for the Compliance Function
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Lisa Waldherr
| 19 April 2023
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| 29 November 2022
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| 28 November 2022
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Updated EPT V2.1 for consultation
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| 9 August 2022
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| 21 June 2022
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| 21 June 2022
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| 8 June 2022
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| 31 May 2022
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| 30 May 2022
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| 3 May 2022
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IFRS 17 Full Service offering for Middle East from SAM Corporate and cleversoft
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| 26 April 2022
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| 26 April 2022
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Solvency II: EIOPA has published PWD1 of taxonomy 2.8
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| 14 April 2022
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The Regulatory Technical Standards are now adopted by the European Commission
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| 7 April 2022
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Crisis in Ukraine: New sanction’s list for SWIFT exclusions
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| 31 March 2022
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The ESA’s Provide Updates on SFDR
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| 29 March 2022
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Successful Go-Live for cleversoft’s ESG4insurance Solution
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| 22 March 2022
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FATF: Revision of list of countries under increased monitoring
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| 8 March 2022
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All sanctions available on D+1 in our screening tools
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| 24 February 2022
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MiFID II Quick Fix Amendments around the corner
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| 23 February 2022
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Sanctions: 30 New lists will be added in Q1 with focus on Middle East & North Africa
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| 16 February 2022
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docRepository Service Extensions - Review of 2021 Achievements
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| 2 February 2022
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| 31 January 2022
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Summary of EIOPA post public consultation regarding Solvency II changes
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| 21 December 2021
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FinSA Regulation updates – the Swiss Federal Council extends the transition period for key information documents
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| 16 December 2021
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Jörg Barenhoff
| 6 December 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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Updated Timeline for UK PRIIP Proposed Amendments
Boris Espinoza-Kalchev
| 8 November 2021
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A behind the scenes look at our partnership journey with EDISOFT
Torsten Lange
| 6 October 2021
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| 4 October 2021
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| 16 September 2021
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