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Taxonomy Extension: ESG4Insurance Level 1 Documents

Desislava Marvakova
January 14, 2022
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Regulations

cleversoft

Reporting

Management

Admin

General

The European Commission proposes a review of the Alternative Investment Fund Managers Directive (AIFMD)

Desislava Marvakova
January 6, 2022
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Cleversoft

Compliance

Regulations

Reporting

General

Management

End-User

EU PRIIPs 2.0 is now Legislated and in the EU Official Journal

Boris Espinoza-Kalchev
Boris Espinoza-Kalchev
January 6, 2022
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Compliance

Regulations

Management

General

Summary of EIOPA post public consultation regarding Solvency II changes

Iva Velinova
December 21, 2021
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cleversoft

Regulations

Reporting

Management

General

Admin

FinSA Regulation updates – the Swiss Federal Council extends the transition period for key information documents

Corina-Greab
Corina Greab
December 16, 2021
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Regulations

Reporting

Compliance

Management

Admin

General

Extension of the UCITS exemption and postponement of the PRIIPs RTS

Thu Rodriguez
Thu Rodriguez
December 10, 2021
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Compliance

Regulations

Management

General

Just launched! deritrade by Vontobel Integration with cleversoft docRepository

jorg-barenhoff
Jörg Barenhoff
December 6, 2021
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Draft SFDR RTS with Significant Change Postponed to Jan 1st, 2023

Desislava Marvakova
November 30, 2021
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Compliance

Regulations

Management

Admin

General

FINMA Sets Strategic Goals Focused on Greenwashing and Climate Risks

Desislava Marvakova
November 29, 2021
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Compliance

Regulations


Management

Admin

General

Article 20, Paragraphs 1-3 of SFDR go into effect, starting January 1st, 2022

Lisa Waldherr
November 25, 2021
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Compliance

Regulations

Admin

General

An update to the European PRIIPs Template (EPT) V2.0

Thu Rodriguez
Thu Rodriguez
November 15, 2021
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Compliance

Regulations

Management

Admin

General

Lisa van Bussel Joins cleversoft group Executive Management

Florian Clever
November 15, 2021
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Cleversoft

Financial crime

Management

General

ECON and the EU Extend UCITS PRIIP KID Requirements

Thu Rodriguez
Thu Rodriguez
November 11, 2021
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Compliance

Regulations

Management

Admin

General

The UK Financial Conduct Authority (FCA) on Sustainability Disclosure Requirements

Desislava Marvakova
November 11, 2021
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Compliance

Regulations

Management

Admin

General

Updated Timeline for UK PRIIP Proposed Amendments

Boris Espinoza-Kalchev
Boris Espinoza-Kalchev
November 8, 2021
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Compliance

Regulations

Management

Admin

General

Online Gambling Included in Dutch Wwft Regulation

tanja-haringa
Tanja Haringa
October 27, 2021
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Regulations

Financial crime

Management

General

Final Report on draft SFDR Regulatory Technical Standards

Desislava Marvakova
October 22, 2021
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Compliance

Regulations

Management

Admin

General

What You Need to Know About The Pandora Papers and the Countries Involved

cleversoft group
October 18, 2021
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Financial crime

General

A behind the scenes look at our partnership journey with EDISOFT

Torsten Lange
October 6, 2021
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Cleversoft

Management

General

Establishing the Authority for Anti-Money Laundering and Countering the Financing of Terrorism

tanja-haringa
Tanja Haringa
October 5, 2021
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Regulations

Financial crime

Management

Admin

General

Insights from Standardization Sessions with FinDatEx EET

Lisa Waldherr
October 4, 2021
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Cleversoft

Regulations

Product

Management

Admin

General

Issuer connections for docRepository - Next update on September 30th, 2021

Corina-Greab
Corina Greab
September 16, 2021
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Product

End-User

Admin

General

Retrieving FinSA KIDs in docRepository

Corina-Greab
Corina Greab
September 9, 2021
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regulations

product

End-User

General

Admin

The Final Amendments for the Delegated Regulation of PRIIPs

Thu Rodriguez
Thu Rodriguez
September 9, 2021
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Compliance

Regulations

Product

Management

General

docRepository Microsite Update: September 9th, 2021

Corina-Greab
Corina Greab
September 9, 2021
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Product

End-User

Admin

General

Proposed Amendments to the UK PRIIPs Regulation

Boris Espinoza-Kalchev
Boris Espinoza-Kalchev
July 26, 2021
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Compliance

Regulations

Management

Admin

General

An Update on Sustainable Finance Disclosure Regulation (SFDR) and cleversoft ESG Services

Lisa Waldherr
July 21, 2021
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Compliance

Regulations

Product

Management

Admin

End-User

General

​cleversoft group and CDDS Join Forces

René Blaschke
July 6, 2021
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Cleversoft

Financial crime

Management

General

Free Data Flow between the EU and UK: Learn about the latest GDPR Adequacy Decisions for the UK

Sibel Hanuschek
July 5, 2021
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Compliance

Regulations

Management

Admin

General

Updated Issuer Connections for docRepository™ — June 24th

cleversoft group
June 24, 2021
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Product

End-User

General

New Standard Contractual Clauses (SCCs): What you need to know

Sibel Hanuschek
June 21, 2021
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Compliance

Regulations

Management

Admin

General

BREXIT UPDATE: HM Treasury to Extend PRIIPs Exemption for UCITS Funds

Desislava Marvakova
June 7, 2021
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Compliance

Regulations

Management

Admin

General

The Annual ISAE 3402 Audit is Complete (2020)

marlene-retzer
Marlene Retzer
April 28, 2021
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Compliance

Management

Admin

General

Successful Go-Live for cleversoft’s ESG4insurance Solution

Lisa Waldherr
March 22, 2021
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Cleversoft

Compliance

Regulations

Product

Management

General

cleversoft and WebFG Partner to Finalize Preparations for FinSA

jorg-barenhoff
Jörg Barenhoff
January 20, 2021
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Cleversoft

Regulations

Product

Management

Admin

End-User

General

cleversoft group Acquires BusinessForensics

lisa-van-bussel
Lisa van Bussel
September 30, 2020
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Cleversoft

Financial crime

Management

General

BRP, cleversoft and Indigita Launch the First One-Stop-Shop for Financial Product Suitability

Desislava Marvakova
July 14, 2020
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Cleversoft

Regulations

Product

Management

Admin

General

Strategic Expansion of Partnership for Data Provision and Document Service

Torsten Lange
July 1, 2020
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Product

Management

Admin

End-User

General

Finnova and cleversoft Launch Partnership to Meet FinSA Requirements for Regulatory Documents

Torsten Lange
June 18, 2020
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Cleversoft

Regulations

Product

Management

General

Helvetia Chooses FactsheetsLIVE™ to Support Unit-Linked Insurance Products

Lisa Waldherr
October 22, 2019
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Cleversoft

Product

Management

General

cleversoft Acquires Dutch Risk and Regulatory Reporting Expert, SecondFloor​

Florian Clever
May 6, 2019
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Cleversoft

Reporting

Management

General

Software investor Main Capital invests in growth of cleversoft

cleversoft group
December 3, 2018
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Cleversoft

Management

General

International Coverage of Regulatory and Marketing Fund Documents Available in Refinitiv EIKON

cleversoft group
October 31, 2018
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Cleversoft

Compliance

Product

Management

Admin

General

PRIIP & MiFID II Product Governance Workshop Frankfurt - Zurich​

Florian Clever
July 5, 2018
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Compliance

Regulations

Management

Admin

End-User

General

The Annual IDW PS 951 Audit is Complete (2018)

cleversoft group
March 29, 2018
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Compliance

Management

Admin

General

cleversoft CEO, Florian Clever, interviewed by The European

Florian Clever
January 26, 2018
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Product

Management

General

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