Preferences
Close Cookie Preference Manager
Cookie Settings
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts.
View privacy policy.
Strictly Necessary (Always Active)
Cookies required to enable basic website functionality.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

SerVICES

Generate Product Information Sheets quickly and easily.

Product Information Sheets

Get started
No items found.

arrows & pagination

Style Guide

No items found.

PIB Service

Under § 31 Para. 3a WpHG, for each financial instrument that an investment services company advises their customers to purchase, they must provide a short and easily comprehensible product information sheet in good time before the conclusion of a transaction. Further details on this can be found in § 5a of the German Investment Services, Behaviour and Organisation Directive (WpDVerOV).

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

ARCHITECTURE

INTERFACES

  • Standard SOAP and REST interfaces
  • SAML/single sign on integration possible
  • Full integration into cleversoft docRepository™

  • docRepository™ Suche
  • docArchive™ Suche
  • Produktinformationsblatt (Aktie)
  • Produktinformationsblatt (Anleihe)
  • Produktinformationsblatt (Fix-to-Float)

docArchive™ Suche


Get Connected

Participate in an event, read an article, search our solutions.
LET'S talk!

Short on time? We'll call you.

insertpageurl

Thank you!

Check your email for confirmation.
Oops! Something went wrong — check your form entries and try again.

Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
Bulb icon
Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
Settings icon
Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
Web development icon
Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
Support icon
Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
Headset icon
Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

Enter your details
to get started! 👋

You'll receive an email with next steps.
Thank you! Your submission has been received!
Error! Please try again.