PRIIPs KID

The PRIIPs KID is a new pre-contractual data rich document that applies to a wide range of products. Leveraging on our UCITS KIID expertise, we now offer purpose built data collation, automated production and dissemination of the PRIIPs KID.

PRIIPs microsite Request demo

a comprehensive solution

Our PRIIPs KID solutions will support all products within the scope of the regulation.

  • Our fully managed service will cater for all types of funds and unit linked insurance products. We will provide a unique offering of end to end support for all aspects in creating and maintaining the KID.
  • Our hosted solution will provide a web portal to our clients to enable them to prepare and produce PRIIPS KIDs.
PRIIPs solution
PRIIPs Automated Production

Automated Production

 

  • Automated production of the KID using proprietary technology and pre-constructed templates per PRIIP type.
  • Secure online review and approval through dedicated client web portals and easy to navigate user interfaces.

Data Processing & Analytics

Risk | Reward | Cost

  • With the benefit of FundAssist’s experienced personnel and purpose built technology we source, collate and validate data from all relevant providers.
  • Our experience managing all forms of data means we do not have to stipulate data formats and requirements to our clients.
  • Our qualified accountants and experienced analytics resources oversee all calculations and interpretation of data through our automated systems. Our breadth of experience will be utilised across the risk, reward and cost metrics for PRIIPs.
PRIIPs Data Processing & Analytics
PRIIPs KID compliance

Ongoing Maintenance & Compliance Support

FundAssist provides tools to monitor the compliance of the PRIIPs KID over time.

Translation Capability

FundAssist have built up a team of in-jurisdiction translators and proofreaders who have country-specific training and experience in the investments industry.

Translate PRIIPs KID
MiFID2 more info

want to know more?

Download Flysheet PRIIPs microsite

How to disseminate KIDs to the market?

Express dissemination
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