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Create PRIIP-KIDs for all your OTC products

The OTC KID generator is the cleversoft service application for creating PRIIP-KIDs for OTC products such as forward exchange contracts or interest rate options. With the OTC KID generator, cleversoft offers a fully automated and standardized KID-creation solution for OTC derivatives.

Get started with OTC KID Generator today

We will be happy to advise you on the details.

Get in touch

Get started with OTC KID Generator today

We will be happy to advise you on the details.

Get in touch
The cloud-based service comprises the calculation of all key figures and performance scenarios, as well as the preparation and archiving of documents with a wide range of retrieval functionalities to fulfill the regulatory requirements of the PRIIP Regulation.

Overview

  • Hosted solution (SaaS) – no need to deploy any software on-premises
  • SOAP and REST API for STP integration
  • Transaction based / on-demand generation of PRIIP KIDs within seconds
  • Supports generic KID approach
  • Adaptor to a variety of banking solutions and data sources for integration with client-side resources
  • Tracking of changes and 4-eye principle when changes are made to the templates
  • Full versioning including audit trails and unique serial numbers for each document
  • Audit-compliant archiving in 3- or 6-times redundant form
  • OTC KID-Generator WEB-GUI

‍Asset classes

  • FX derivatives/Forward exchange contracts
  • Equity and equity index derivatives
  • Interest rate and money market derivatives
  • Credit derivatives
  • Structured and synthetic OTC products

MiFID II option

Additionally, we assist you in the implementation of regulatory specifications like MiFID II and ensure that

the OTC Setup will be also ready for these requirements.

With our MiFID II option we are providing:

  • Cost transparency figures as well as cost information sheets
  • Specific pre-trade information with the investor ‘s transaction details
  • Target market etc.

Architecture

The flexible SOA architecture of the docCreator™ allows cleversoft to adapt the OTC KID generator service entirely to customers’ needs.

No matter whether you want to produce transaction-specific KIDs or generic documents with the OTC KID generator, it can handle both and they can even be combined for pre- and post-trade.

We work with corporate financial services all around the world. This is our process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.

Get in touch
01

Discover and Learn

Our services range from free self-service trials to solutions that require white glove service. In both cases, we start by learning about you.
02

Configuration

We make sure you have everything you need to get started with your software and compliance services.
03

Develop

Whether you have opted for an on-premise installation in SaaS self-service, or directly in the Cloud, rest assured that you can start using our solutions right away.
04

Customer Success

Once you are up and running, our Customer Success team is here to help you every step of the way.
05

Upscale

Scalability. We work with companies of all sizes, with varying numbers of end users. When you're ready to scale your solution, look no further than cleversoft.
06

Availability

It's not just our technologies that have a 99.98% uptime, it's also our technical and customer service teams that are always there when you need them.