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vwd document hub


Platform for regulatory documents, mandatory publications, relevant fund and marketing documents.

At a glance

Rely on our many years of expertise and our modular service offering to access all relevant regulatory data and documents in just one step.

Since 2011 we have been supporting our customers in generating, delivering and obtaining mandatory publications, regulatory documents and data, including product information sheets (PIB) and key investor information (UCITS-KIID).

Your benefits

  • State-of-the-art interface technologies enable flexible integration into existing (advisory) systems and the internal process architecture
  • Web frontend for easy access to current and archived documents via Internet login
  • Proven standard interfaces to central service providers and established core banking systems
  • Compliance with regulatory requirements and consideration of market standards
  • Know-how of a leading data and service provider in the segment of SaaS and outsourcing services (e.g. certification according to IDW PS 951 - Type 2)

The vwd document hub is a comprehensive, modular service offering for the distribution, procurement and archiving of regulatory documents. In addition, the vwd document hub enables the provision of (meta-)data and functionalities to meet the regulatory requirements for your consulting process.

With the following modules we support you efficiently, legally and process-oriented in your securities business:

  • Information sheet (PIB) within the meaning of § 64 para. 2 WpHG for shares and bonds, with the corresponding metadata
  • Basic information sheet according to PRIIP regulation (PRIIP-KID) as original PDF document from issuers, fund providers and derivatives and futures exchanges with relevant metadata and version history
  • Basic information sheet according to FIDLEG (BIB) for the investment and securities business in Switzerland
  • Fund documents and mandatory publications, such as key investor information (in accordance with UCITS & CISAs), original fact sheets, sales prospectuses and financial reports
  • Metadata on target market and cost transparency as well as CEPT/EPT reporting of investment companies
  • Identification of the target market for non-PRIIP relevant instruments
  • Individual documents for investment advice such as fact sheets, product information, in-house opinions, research, etc.

Further Functions

Historicisation

vwd provides access to a document history. Each KID version (based on an ISIN list) is historicized.

Alert Service

We will inform you when new PRIIP-KIDs are available (based on an ISIN list).

Additional documents

Additional documents can be integrated into the service at any time.

Contact

Any questions?

We will be happy to answer all your questions about the vwd document hub.


Telefon: +49 69 50701-170
E-Mail: sales(at)vwd.com

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