Regulatory Compliance

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.

Fulfill regulatory compliance

Daily Monitoring of your Summary Risk Indicator (SRI)

We guarantee the daily calculation and monitoring of your risk indicators (VaR equivalent volatility and credit risk) to determine the Summary Risk Indicator (SRI).

Daily calculation and check of the risk indicator for KIDs for PRIIPs

Scenario Calculations

All needed calculations (including unfavourable scenario, moderate scenario and favourable scenario for all required holding periods) are performed internally and in real time to guarantee process efficiency.

internal and efficient calculation of performance scenarios for KIDs for PRIIPs

Features

 See the additional features you gain by using the KIDs for PRIIPs.

Fully Automated

Changes take effect immediately and the files are automatically recreated and distributed after examination.

Multilingualism

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.

Audit-compliant Archiving

We offer effective version control and document archiving for at least 10 years.

Compatible with all Solutions

Service can easily be extended for marketing material like our Fund Fact Sheet, Institutional Reporting and Dynamic Webchart

 Be prepared for the new EU regulation

Please contact us if you want to know more about our PRIIPs solution.

Contact Us Now

or call +1-778-724-1122

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