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:


Infographic-Style-Confluence.-1

Disclaimer: The information contained in this communication is for informational purposes only. Confluence/StatPro is not providing, legal, financial, accounting, compliance or other similar services or advice through this communication. Recipients of this communication are responsible for understanding the regulatory and legal requirements applicable to their business.

Shane Flatman

Shane Flatman

Senior Product Manager - Compliance, Reporting, and Services, Confluence

Recent Posts