Content Software Legal Documentation

Together we will make your generation process for regulated documents state-of-the-art – and more.

Weiterlesen

We support companies in the financial sector, especially investment banks, investment companies, and insurance agencies, in the preparation of PIBs, KIDs, final terms, term sheets, sales literature, investor information complying with the PRIIP ordinance, packaged retail and insurance-based investment products, summary risk indicator, product information sheet on financial instruments in accordance with the German Securities Trading Act, and many other formats.

Content Software Legal Documentation offers a high degree of customization and integrates plausibility tests. Automated processes for distributing the publication to various recipients, such as supervisory authorities or other IT systems; the support of one or more data models; and audit-compliant logging make the service remarkable. The fulfilment of numerous investment types, such as certificates, funds, and insurance policies, that vary in their requirements is elementary.

Content Software Legal Documentation is an efficient service for providers of structured financial products, derivatives, and other packaged retailed investment and insurance products (PRIIPs). The solution aims at a holistic document generation process that supports a collaborative working style and the individual requirements of all departments involved.

For all financial instruments, forms of investment, and „financial products“, there are rules and regulations and state and organizational prescriptions and requirements. Content Software Legal Documentation is a mature, expandable legal documentation solution that stands out due to its high degree of customization and integrated plausibility tests. Automated processes for distributing the publication to various recipients, such as supervisory authorities or other IT systems (those of clients) and the support of one or more data models are what makes this type of service so valuable for the user, institute, and the entire system.