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A complete compliance package for issuers and distributors

The regulation on key information documents for packaged investment products for retail investors and for insurance investment products (PRIIPs) is another EU-wide standard regarding product information for consumers. Its central component is the introduction of Key Information Documents (KIDs). Since 1 January 2018 issuers and distributors of PRIIP products must implement the provisions.


Get started with PRIIPs for Banks today


We will be happy to advise you on the details.

Get in touch

Get started with PRIIPs for Banks today


We will be happy to advise you on the details.

Get in touch
The cleversoft PRIIP service for banks modularly and individually combines all cleversoft components that are required to fulfill the legal and regulatory obligations of issuers and distributors. With our products, you can create and receive the necessary PRIIP documents, from certificates to KIDs, for OTC products.

docCreator™

The docCreator™ automates the preparation of PRIIP KIDs for:

  • Structured products
  • Funds
  • OTC products

OTC KID-Generator

The OTC KID generator creates and provides PRIIP KIDs for OTC products, such as forward exchange contracts or interest rate options.

 

docRepository™

The docRepository™ solution enables you to obtain PRIIP KIIDs and all other regulatory documents, such as PIB, FIDLEG basic information sheets, etc.

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.