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Generate Product Information Sheets quickly and easily.

According to § 64 section 2 sentence 1 number 1 of the German Securities Trading Act (Wertpapierhandelsgesetz, WpHG), that an investment service company advises their customers to purchase, they must provide a short and easily comprehensible product information sheet to its customers in a timely manner before concluding a transaction for each financial instrument it recommends for purchase. Further details can be found in § 4 of the Ordinance specifying the behavioral rules and organizational requirements for securities service companies (Verordnung zur Konkretisierung der Verhaltensregeln und Organisationsanforderungen für Wertpapierdienstleistungsunternehmen, WpDVerOV). 

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
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 standardised and customised 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.

Overview

  • 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
Architecture

Architecture

Architecture

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.

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

Rollout and Installation

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.