Case Study: Corporate Services Limited achieves rapid MiFID II compliance with Appway

Appway Helps CSL Translate Complex Rules into Simple Processes

Corporate Services Limited (CSL), part of the First Advisory Group, needed a practical way to help asset managers and investment advisors comply with the complex MiFID II/MiFIR regulations, especially given their limited technical and human resources. CSL turned to AppWay and its Appway Platform to build solutions that could translate the lengthy regulatory rulebook into simple, client-friendly processes.

AppWay delivered two web-based solutions: CSL Transaction Desk for MiFIR transaction reporting and a dedicated MiFID II process for investment advisors. Built in just three months each, the solutions use configurable components, separate regulation management via database, and responsive web design. The result was a legally compliant, mobile-friendly service that let customers report transactions in minutes, and helped CSL condense a 217-page rulebook into just two web pages.

Corporate Services Limited

Tino Kesseli

Head of IT