DocHub

+60 million documents

All essential Asset Classes

API and Display for Streamlined Processes

Regulatory & Sales Fixed Income

Connect to +1,000 issuers and manufacturers, ensuring you have the regulatory documents you need when you need them.

+60 Document Types for Regulatory and Marketing Purposes
Archiving of your documents for 10 years
Latest and Historic Documents
Public and Private Distribution
REST API, Widget and Display

60 million 60 million

Documents

8 million 8 million

Instruments

Comprehensive access to crucial information, ensuring you stay ahead in the ever-evolving financial landscape

Combine the richness of the Fact Entry’s document universe with the reach of the document distribution of SIX
Provide the fixed income documents to our customers to
> fulfill their regulatory obligations
> analyze the instrument characteristics and features
Enhanced Usage: Find the required bond documents without further search

2.8 million 2.8 million

Documents

2.4 million 2.4 million

Bonds

Features

No KID – No Trade !

>> Complying with document driven regulations

Do you know the different document types required and where to find them for the following regulations? >>

EU PRIIPs & UK PRIIPs/CCI & FinSA/FIDLEG
EU ESG & UK SDR
Prospectus on request

Advisory & Execution-Only

>> Integrating the documents in the investment process

Is the document retrival integrated in the different steps of the advisory process and related applications, e.g. allowing the client advisor to easily find the required document?
What about mobile and online banking? Are you or rather, is your system able to provide the link to the right document in the required customer language?
Do you know in advance, e.g. when creating the investment proposal, whether the required document will be available when closing the advisory process or executing the trade?
Does your first level advisory support have easy access to the documents in questions?

Backoffice Sales, Marketing & Distribution

>> Integrating private product documents into joint interfaces

Is it possible to use the same processes to provide your marketing documents, e.g. for product classes or specific instruments, as you use for regulatory documents?
Are you able to share your own specific product documents with internal users or dedicated distributors via the same channels they are using for regulatory documents?

Features

Web UI

>> Immediate access without integration

Web access with browser
Unlimited numbers of users
Search and download based on ISINS
Access to own archive
Standard and Power users available
Configurable result page
Easy to use and interface in 7 languages

REST API

>> Seamless integration in Systems / Trading Platforms

Search with ISIN, languages, jurisdiction and document type as parameters
Download selected document with document ID
Archiving the document if desired for 10 years
Search and get documents from Archive
Audit log tracks all downloads
Checking the instrument and PRIIPs status
Health Check Ping request
Demo client available

Metadata File

>> Efficient Mass Searches and Reconciliations

Metadata of all available documents (ISIN, document type, language, jurisdiction, document date, …)
Full file at selected days and times (11 GB)
Delta file with selectable frequency up to every 15 minutes
Filtering by document types, languages, jurisdiction to reduce the volume
Metadata file con be pulled from SIX SFTP or we can push it to your SFTP
Downloading the selected documents via REST get document request

Widget Archive, Audit Trail and Usage Reports Own Document Uploads

>> Distribution to Dedicated Users

Manual upload with Web browser
Mass upload with Web browser
Automated by a metadata file with URL to the document, sending by e-mail or uploading to SIX SFTP
Selecting public distribution (to all DocHub customers) or private distribution (only to your selected DocHub customers”

Integration Environments

Find out the delivery platforms

Delivery

DocHub

Connect to +1,000 issuers and manufacturers, ensuring you have the regulatory documents you need when you need them.

Comprehensive access to crucial information, ensuring you stay ahead in the ever-evolving financial landscape

Features

>> Complying with document driven regulations

>> Integrating the documents in the investment process

>> Validating the data for correctness

>> Integrating private product documents into joint interfaces

Features

>> Immediate access without integration

>> Seamless integration in Systems / Trading Platforms

>> Efficient Mass Searches and Reconciliations

>> Simple website integration

>> User Interactions and Statistics

>> Distribution to Dedicated Users