PRIIPs KID

End-To-End PRIIPs KIDs Reporting Solution

Fund Reporting by the Numbers

1090+

Regulatory Filings Annually

240K+

Templates Produced Annually

255K+

Documents Produced Annually

~ 24M

Templates Exchanged Annually

With the ever-changing regulatory environment, and the strain regulatory change has placed on internal resources, it is more important now than ever before that firms have a streamlined and efficient approach to their data, calculations, and processes to be able to meet the evolving regulatory requirements.

Confluence’s comprehensive solution helps managers from the pre-production process of the PRIIPs KIDs requirement through to compliance monitoring, including the calculation of ex-ante costs, summary risk indicators and performance scenarios. Industry data sharing templates such as the European PRIIPs Template (EPT) and Comfort European PRIIPs Template (cEPT) are fully integrated with our PRIIPs solution, allowing easy transmission of data points to your insurance partners.

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S ervi c e P r o vider Da t a Mar k e t Da t a Client Da t a RBOR Da t a A gg r egation & Enrichment • S RI • P er f orman c e S c enari o s • R eduction in Y ield • Ongoing C o s t C alculation • T r an s action C o s t C alculations ANA L YTI C S Da t a Ing es t ion C alcula t ion P r odu c t ion T r an s la t ion

Your PRIIPs checklist

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FOR PREPARATION
FOR PRODUCTION
FOR DISSEMINATION
FOR FILING

Factsheet

End-To-End PRIIPs KIDs Reporting Solution