docRepository SuiteGenerate Product Information Sheets quickly and easily
cleversoft’s PIB service provides regulatorily and legally compliant product information sheets for a broad range of financial instruments, including equities and bonds, supporting MiFID II-compliant securities advisory processes. Since 2011, cleversoft has been recognized as a leading provider of both standardized and bespoke PIB documents, serving distributors and issuers across the financial services sector.
In collaboration with our trusted legal partner, Linklaters LLP, and our established data provider, WM Datenservice, we have continuously enhanced the quality and scope of our PIB offering—ensuring it remains at the forefront of regulatory compliance and operational excellence.
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
- Ensures secure and compliant archiving of retrieved documents, with a guaranteed minimum retention period of 10 years
Functionalities
- Coverage of regulatory requirements: WpHG in conjunction with WpDVerOV
- Takes into account established market standards issued by relevant regulatory authorities, as well as guidance provided in BaFin circulars
- 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
docRepository PIB Search
docRepository PIB Retrieval
docRepository PIB Generation
We work with financial service providers worldwide. Let us introduce you to our onboarding process.
Our team has years of industry experience to guide you through the entire compliance software procurement process – from A to Z.