Outsourcing solutions for generation and distribution of regulatory reporting documents
Anevis Solutions supports you with the implementation of EU regulation No. 1286/2014, which took effect on the 3rd of January, 2018, and serves the purpose of improving the transparency and functionality of financial markets.
The EU- regulation includes the creation of a Key Information Document (KID), which is to be made for Packaged Retail and Insurance-based Investment Products (PRIIPs). We take care of the creation, publication and distribution of your KIDs for PRIIPs as well as all datafiles common on the market such as EPT (European PRIIPs Template) and CEPT (Comfort European PRIIPs Template).
MiFiD II, which demands additional information regarding costs and distribution of investment funds, took effect simultaneously with EU- regulation Nr. 1286/2014. To transfer this data the European MiFiD Template (EMT) is used.
The basis for UCITS KIIDS is the UCITS-IV regulation 2009/65/EG (undertakings for collective investment in transferable securities) of the European Union.
It demands the creation of a Key Investor Information Document (KIID), which must be made available to investors. Anevis Solutions takes on the creation, publication and distribution of your UCITS KIIDs.
On the 1st of january, 2020, a national law from the swiss parliament concerning financial services (FIDLEG) came into effect, which demands a basic information document (BIB).
The content of the document is oriented around the regulations of the European Union (PRIIP, MiFiD II), but with modifications to specific swiss circumstances. The goal is to expand the protection of investors and to create standardised rules of competition. We take on the creation, publication and distribution of your FIDLEG BIBs.
ESG- Reportings (Environment, Social, Governance) analyse and evaluate portfolios based on various sustainability-criteria.
According to the plan of action from the 8th of march, 2018, which is aimed at financing sustainable growth, ESG- Reportings are also on the agenda. A sustainability taxonomy and legal requirements in regards to this are currently under work.
Anevis Solutions complies with regulatory requirements and designs the created documents individually in the given legal framework.
Like 2020, 2021 has proved to be an eventful year. In particular, the ongoing Corona pandemic with fluctuating infection rates and the occurrence
Pilatus Partners AG is a financial service boutique specializing in fixed income with core expertise in fixed income asset management through direct
To highlight your strategy, we can help you with the creation of a unique design for your reporting. There are two ways