Regulatory Documents & Reporting
Due to the financial crisis, there has also been a crisis of trust between financial service providers and investors in recent years. In order to provide greater protection to retail investors, it has become increasingly mandatory to provide information and documents that comply with complex legal regulatory standards. With solutions from cleversoft, banks, asset managers, investment management companies, fund providers and custodians compile legally compliant regulatory documents, such as product information sheets (PIS), KIDs for PRIIPs, KIIDs or GromiKV and VAG reports. In addition to complying with legal requirements, by using solutions from cleversoft, customers also benefit from significant time and cost savings when generating documents.