We offer our support to management companies when it comes to fulfilling legal requirements so that they can focus on their core competencies. For example we take on the creation and distribution of PRIIP KIDs or FIDLEG BIBs. Additionally we can support you as a partner in the creation of individual and automated marketing documents for your fund partners.
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).
The Swiss law concerning financial services, FIDLEG, requires the creation of a basic information sheet (BIB). Anevis Solutions supports you with the creation and distribution of the basic information sheet.
To optimise your marketing strategy towards (semi-)professional investors you can use our institutional reportings, which include individual analysis and detailed statistics.
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.
Johannes Hauptmann, CEO of Anevis Solutions discussed with e-fundresearch the automation and digitalisation in the finance industry. In particular, they addressed the
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