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PIB Service

Under § 31 Para. 3a WpHG, for each financial instrument that an investment services company advises their customers to purchase, they must provide a short and easily comprehensible product information sheet in good time before the conclusion of a transaction. Further details on this can be found in § 5a of the German Investment Services, Behaviour and Organisation Directive (WpDVerOV).

The cleversoft PIS service allows you to obtain regulatorily and legally compliant product information sheets on, among other things, equities and bonds for securities consulting. Since 2011, we have been one of the segment’s leading providers of standardised and customised PIB for distributors and issuers.

Together with our partners, prestigious law firm Linklaters LLP and our data provider WM Data Service, our all-encompassing PIB service underwent further qualitative improvement in January 2017.

  • Overview
  • Architecture
  • Interfaces
Overview
  • Coverage of regulatory requirements: WpHG in conjunction with WpDVerOV
  • Takes established market standards from the relevant bodies and BaFin circulars into account
  • Easy and convenient retrieval via web portal
  • Individual layouts in accordance with legal guidelines
  • Compliance and quality assurance with renowned law firm and auditing company
Architecture
Interfaces
  • Standard SOAP and REST interfaces
  • SAML/single sign on integration possible
  • Full integration into cleversoft docRepository™