You need to ensure that your investment advisors attach product information sheets (KIDs, PIIPS) in the investment process? Together with WM, we have developed the WM EDH Document Hub, where millions of documents are stored on a regular basis to fulfill this requirement.
WM European Data Hub
Currently, the database contains 4.5 million PRIIPs and KIDs for securitized derivatives as well as more than 27,000 fund documents. The documents are recalculated on-demand with up-to-date data so that the investment advisor can provide his client with a document at the time of investment advice.
All versions of these documents are archived to ensure complete transparency of investment advice ex-post, as required by regulation.
Our current coverage in Securitized Derivatives
PRIIPs data reported by manufacturers: approx. 2,01 million ISINs
PRIIPs data Source WM: approx. 0.20 million ISINs
PRIIP-KIDs and additional documents in the EDH: approx. 2.2 million ISINs
Coverage for mutual funds:
Fonds-KIID/WAI and Supplementary Documents for more than 27.000 ISINs
We support you in reporting with customized reports so that you are fully compliant at all times.