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
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