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.
Globalance Bank was founded in 2011, but its history goes back even further, as the first sustainable asset manager, Sustainable Asset Management,
In the fourth part of our interview series, we want to introduce you to Katharina Roth. She is the team lead of
Freiburger Vermögensmanagement GmbH is an owner-managed and independent company founded in 1998. The focus of all activities of Freiburger Vermögensmanagement is the