Documents & Standards
Regulatory requirements and changing formats? No problem. We deliver all necessary documents and standards—structured, verified, and reliable. Living documentation is part of our collaborative approach. Depending on client preferences, we either provide the documents directly or offer attractive packages for individual data points. The data is delivered exactly as our clients need it—say goodbye to lengthy and costly onboarding processes and retain the flexibility you deserve.
Fund Documents
- PRIIPs KID
- UCITS KID
- Prospectus
- Annual Report / Semi-annual Report
- Factsheets
Regulatory Documents
- European MiFID Template EMT
- European PRIIPs Template EPT
- European ESG Template EET
- Tripartite Template TPT
- VAG Reports