In the midst of constant change we offer banks the option of concentrating on their core competencies. We offer you the possibility of individual solutions, tailored to you, and support you with the fulfillment of legal requirements as well as the creation of marketing documents.
Use the automated updates of your sales presentations to always keep your clients up to date.
This way you have the option to synchronise your data in between website and presentation.
We support you with the fulfillment of the requirements set by the UCITS IV-regulation of the European Union and take on the creation and distribution of the necessary Key Investor Information Documents (KIID).
Anevis Solutions takes on the creation of the Key Information Document (KID) for Packaged Retail and Insurance-based Investment Products (PRIIPs), which is necessary in Europe.
Equivalently, Anevis Solutions supports Swiss banks with the implementation of the FIDLEG law, which requires a basic information sheet (BIB).
Use this option to integrate all necessary documents like (bi-)annual reports, prospectuses, investor notices, UCITS KIIDs (key investor information documents) or PRIIP KIDs on to your website.
2020 was an exciting year in many respects: the global corona pandemic, the nerve-wracking US election or the updates around the Sustainable Finance
We are happy to announce the collaboration between Anevis Solutions and DJE Kapital AG. DJE will now be provided with an integrated
According to the Sustainable Finance Disclosure Regulation (SFDR), a qualitative assessment of whether or not a fund is sustainable according to ESG