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A complete compliance package for issuers and distributors.

PRIIPs for Banks

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PRIIP Service for Banks

The regulation on key information documents for packaged investment products for retail investors and for insurance investment products (PRIIPs) is another EU-wide standard regarding product information for consumers. Its central component is the introduction of Key Information Documents (KIDs). Since 1 January 2018 issuers and distributors of PRIIP products have to implement the provisions.

The cleversoft PRIIP service for banks modularly and individually combines all cleversoft components that are required to fulfill the legal and regulatory obligations of issuers and distributors. With our products, you can create and receive the necessary PRIIP documents, from certificates to KIDs, for OTC products.


The docCreator™ automates the preparation of PRIIP KIDs for:

  • Structured products
  • OTC products
  • Funds


The docRepository™ solution enables you to obtain PRIIP KIIDs and all other regulatory documents, such as PIB, FIDLEG basic information sheets, etc.

OTC KID-Generator

The OTC KID generator creates and provides PRIIP KIDs for OTC products, such as forward exchange contracts or interest rate options.

  • Beispiel PRIIP KID
  • Architektur KID-HUB
  • Lösungskomponenten

Architektur KID-HUB

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

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We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

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Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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