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Shane Flatman

Senior Product Manager, Confluence

Recent Posts

Five PRIIPs Reporting Challenges Asset Managers Need to Know

Jul 29, 2022

Time is running out to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) reporting requirements, and adjust to new formats and content for preparing key...

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Key Considerations When Replacing UCITS KIIDs With PRIIPs KIDs

Jul 07, 2022

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...

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