KID Compliance ServicesStreamline wealth management with plug-and-play, all-in-one regulatory documents
The EU PRIIPs regulation, the UK CCI Disclosure Framework and the FinSA regulations for Switzerland are crucial in context for Distributors as part of wealth management and advisory of retail clients. Our comprehensive solution for distributors ensures smooth regulatory compliance and broad access to documents for multiple jurisdictions and languages.
Get started with KID Compliance Services for Wealth Management & Advisory today
We will be happy to advise you on the details.
Why choose cleversoft?
cleversoft’s Wealth Management and Advisory service provides you with an efficient one-stop-shop for retrieving and managing regulatory documents. The solution is specifically designed to meet the needs of wealth managers, financial advisors and family officers. It functions very smoothly according to the plug-and-play principle: direct connections to more than 180 issuers and manufacturers record current product information fully automatically. This informs the decision-making process for your clients and ensures compliance.
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Financial Institutions must provide retail clients with comprehensive product information. This must comply with the PRIIP requirements in the EU and Switzerland, with CCI disclosures requirements in the UK, as well as with the SFDR/ESG regulations.
With cleversoft’s docRepository Suite, you can do both with ease:
Whether fund documents (PRIIPs KIDs, prospectuses, etc.), German PIBs for shares or bonds, Swiss FinSA KIDs, EU KIDS, UK CCI or SFDR/ESG information – docRepository ensures the automated delivery of the correct documents to your customers.
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docRepository Suite