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Generate Product Information Sheets quickly and easily

The cleversoft PIB 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 standardized and customized 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 improvements.


Get started with PIB Service today


We will be happy to advise you on the details.

Get in touch

Get started with PIB Service today


We will be happy to advise you on the details.

Get in touch

Key benefits

  • Fully automatically generate PIBs according to German WpHG for stocks and bonds and instruments
  • Based on WM Daten reference data
  • Customizable with the Client’s CI and colors
  • Customizable for client’s specific fee schedule

 

Functionalities

  • 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

Interfaces:

  • Standard SOAP and REST interfaces
  • SAML/single sign on integration possible
  • Full integration into cleversoft docRepository

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

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