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Client Self-Service for pre-Trade documents

Enable your clients to access all documents delivered via docRepository at their convenience through self-service (i.e. PRIIPs, SFDR / ESG documents, FinSA etc.).


Get started with docRepository Microsite today


We will be happy to advise you on the details.

Get in touch

Get started with docRepository Microsite today


We will be happy to advise you on the details.

Get in touch
Features of docRepository Microsites

All our Microsites are:

  • Branded to the client’s CI incl. logo and colors
  • Use customizable disclaimers
  • Specify the client’s legal details

 

docRepository Microsite for one domicile:​

  • Allows access to the documents for one or several jurisdictions in potentially multiple languages.

 

docRepository Microsite for multiple domiciles:​

  • Allows access to the documents for multiple jurisdictions and languages.
  • The client chooses their jurisdiction when entering the microsite.
  • All documents easily accessible: search via ISIN ​

All necessary documents available: ​

  • FinSA KID​
  • EU- and UK-PRIIP KIDs ​
  • PIBs (according to German Securities Trading Act)​
  • PRIIP-KIDs for Funds (former UCITS- KIIDs) ​
  • SFDR-/ESG documents

Further options:

  • Disclaimer and cookies – optional, according to customer’s requirements​
  • Web content accessibility – in accordance to the guidelines – Standard 2.1 Level A​
  • Multi-Server Hosting with very high availability​
  • Security – Restriction of the retrieved documents per IP / user​
  • SSL-Encryption​
  • Google Analytics & download-tracking​