FinSA Service

• Key Information Documents (KIDs) for financial instruments summarizing the products functioning as well as risks and opportunities
• Matching of retail investor’s risk appetite and financial products’ risk profile
• Many more well-known topics from MiFID I

The Swiss FinSA covers a similar scope to European PRIIPs. Most important to note though is that OTC products are not covered by the Swiss FinSA. Of course, this does not release the point of sales from the responsibility to hand out a PRIIP KID to an EEA (European Economic Area) resident, even if booked by a Swiss bank.

• Structured products
• OTC products
• Funds
• The docRepository™ solution enables you to obtain KIDs and all other regulatory documents, such as EU- and UK-PRIIP KIIDs, PIB, FinSA Key Information Documents, etc.

The OTC KID generator creates and provides PRIIP KIDs for OTC products, such as forward exchange contracts or interest rate options and a lot of other structures available in our Service.

Every generated OTC KID is stored in our unique docArchive proposition with a geo-redundant cloud archive.