Product benefits


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Clear competitive advantage for you:

Fast, simple and flexible regulatory documentation for all your financial investment products

Simplify the generation and provision of all regulatory documents for all financial investment products. Whether certificates, funds or insurance policies: CS Legal can be used universally for a wide range of documents of different asset classes and offers all providers of financial investment products a simple and extremely flexible way to implement their entire mandatory documentation in a personnel- and cost-efficient manner - even White-Labeling becomes much easier for you with CS Legal !

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Efficient processes

Simple, fast and automated creation, management and distribution of all documents relating to financial investment products.

  • Documents without waiting time: generation in seconds
  • Optional manual or fully automated creation of documents
  • Automated distribution of documents via e-mail or interface to institutions (BaFin, Clearstream, WM, Connexor etc.), in-house departments (Marketing etc.), third-party systems and customers
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Maximum flexibility

Individual configuration of documents, processes, data, texts, layout,...

  • Flexible process configuration for creating, checking and distributing documents
  • Flexible and easy access to financial data during text creation
  • Flexible use of text in different places for different types of documents (reusability)
  • Flexible onboarding: successive or complete integration of CS Legal - as required
  • Flexible use through SaaS (Software as a Service) on the web (cloud)
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Universal applicability

One system for everything:

  • for all providers of financial investment products: banks, KVGs/KAGs (funds), service KVGs, insurance companies...
  • for all asset classes: bonus/turbo certificates, CFDs, shares, funds, insurance policies...
  • for all document types: PIBs, KIIDs, PRIIP-KIDs, Final Terms, Term Sheets, Factsheets, Sales Prospectuses...
  • for all languages: document creation in any number of languages
  • for all distribution channels: BaFin, Clearstream, E-Mail, Sales, customers,...
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Reliable legal conformity

Reliable compliance with regulatory requirements

  • High quality by integrated validation and plausibility checks
  • Permanent up-to-dateness of all documents by a monitoring service
  • Automatic logging and archiving of all activities
  • Automated forwarding of all relevant documents to supervisory authorities
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Optimal marketing potentials

Optimal marketing: Time to market and White-Labeling

  • First Time to Market: Simple and fast introduction and adaptation of investment products
  • White-Labeling: Creation of documents in Corporate Design of a third party
  • Easy integration into CS Portal - your highly specialised portal for presenting and marketing your investment products to your clients
  • Always up to date: permanent automatic updating of all product data

Questions about CS Legal?

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Save costs and time - use ONE system to create ALL documents related to your financial investment products

marcus klein

Your contact

Marcus Klein

Managing Director

Telefon +49 6172 662621-16

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