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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 the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Investor Document (KID) reporting requirements.

There are several key considerations from pre-production to filing to ensure that you meet the PRIIPs KID requirements and deadline, and here are 10 things you should be checking:


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Shane Flatman

Shane Flatman

Senior Product Manager, Confluence

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