Optimize your implementation of the binding EU regulation No. 1286/2014 (effective January 1, 2018). Learn more about our efficient solution for the production, publication and dissemination of your KIDs (Key Information Documents) for PRIIPs (Packaged Retail and Insurance Based Investment Products).
Fulfill regulatory compliance of the European Supervisory Authorities (ESAs: EBA, EIOPA and ESMA) for Packaged Retail and Insurance-based Investment Products (PRIIPs) under consideration of market standards.
Daily Calculation and Monitoring of your Funds’ SRI and Scenarios
We guarantee the daily calculation and monitoring of your risk indicators (VaR equivalent volatility and credit risk) to determine the Summary Risk Indicator (SRI). All needed scenario calculations (including unfavourable, moderate and favourable scenario as well as the stress scenario for all required holding periods) are performed internally and in real time to guarantee process efficiency.
Provision and Distribution of all Necessary Output Formats (KIDs for PRIIPs, EPT, CEPT, EMT, etc.)
Based on the calculated values all required output formats are provided. Those include the PRIIP KID PDFs as well as data files like the EPT, CEPT and EMT files which need to get updated daily. The fully automated process allows for direct distribution. You always have the ability to retrieve previously dated KIDs as well as data files on demand.
See the additional features you gain by using the KIDs for PRIIPs.
Changes take effect immediately and the files are automatically recreated and distributed after examination.
We create the KIDs in all needed languages.
Branding the Document
The KIDs will be in your customized layout and design – considering legal requirements.
Individualized Data Processing
We accept data in all forms and from all sources. So whether you have some data in an spreadsheet and others from a 3rd party we’ll take care of it to produce a single source of clean data.
We offer effective version control and document archiving for at least 10 years.