As of January 1st, 2017, the PRIIPs (Packaged Retail and Insurance-based Investment Products) regulation requires product manufacturers to create, maintain and distribute a large volume of Key Information Documents (KIDs) in plain language for retail investors living in the European Economic Area (EEA) to easily understand and compare products.

The client is a full-service provider offering automated generation, maintenance, distribution, archiving and reporting of KIDs for PRIIPs.

The service consists of:

  • Automatic creation of compliant PRIIP KIDs in all EEA languages including all required complex financial calculation on demand (Structured Products, OTC Derivatives, …)
  • Easy and cost effective distribution of regulatory documents
  • Access to the repository of PRIIP KIDs and other regulatory documents, complete with archiving

Our Contribution

  • Sales and client acquisition all over Europe (incl. RFI/RFPs)
  • Core team Subject Matter Expert for Regulation and for Structured Products
  • Functional Specification Categorisation Financial Instruments
  • Leading Templating (Requirements, Conception, Tool Development, Implementation, Client Onboarding)
  • SRI & Performance Scenario Calculation: Provider selection and implementation
  • Introduction of agile project implementation approach
  • Review Marketing Material
prev next zurück

Expertise in the
financial industry

We support our clients
with our extensive functional
and methodical expertise.
Finalix expands to Asia and
opens Singapore office
Read more