Tag: UCITS KIID

Navigating PRIIPs & UCITS challenges: Preparing for the annual refresh

With the Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Information Document (KID) transition complete and the industry looking forward, Confluence’s Shane Flatman and Stephane Turpin took the time to reflect on the move from UCITS KIID to PRIIPs KID overall in a recent webinar. And now that we’re in the fourth quarter of the year, now is the time to start the process of refreshing your PRIIPs KIDs and UCITS KIIDs. Here, we discuss the key areas and challenges the industry worked through as part of the transition and the crucial areas KID producers should focus on to ensure they are ready for the annual refresh.

Key considerations when replacing UCITS KIIDs with PRIIPs KIDs

With the ever-changing regulations and the strain they place on internal resources, it is increasingly important that firms have a streamlined and holistic approach to their data, calculations, and processes to meet the evolving regulatory requirements. In a few short months, asset management firms, insurance companies, and other financial institutions will need to comply with […]