Management Companies
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).
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.
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.
Present your sustainability strategy to your investors by using individual ESG-Reportings and work out a well-balanced marketing and sales document with our team.
To optimise your marketing strategy towards (semi-)professional investors you can use our institutional reportings, which include individual analysis and detailed statistics.
Offer your fund partners the option to receive individualised and automated marketing and sales documents to encourage their investors to buy their product.
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.
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ESG – Reporting Part II EU-Regulation
Based on the Paris climate agreement and agenda 2030 from the United Nations, an EU action plan for a sustainable finance system
Automate your reporting now
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