October 11, 2016

What is MiFID II ?

mifid2-data-collection The Markets in Financial Instruments Directive II (the “Directive”) is a comprehensive set of amendments to the Markets in Financial Instruments Directive that has been in force since late 1997. The new Directive comes into force on 3rd January 2018. The Directive is not directly… Read More
August 29, 2016

PRIIPs – Decisions Expected

PRIIPs European_Parliament On Thursday September 1st, the European Parliament’s committee on economic and monetary affairs, ECON, is set to debate on the PRIIPs Regulatory Technical Standards. A draft of the agenda for the parliamentary meeting can be found here. As we await final sign off and guidance… Read More
July 19, 2016

FCA Consultation Paper on PRIIPs

FCA PRIIPs consultation paper The FCA has published a consultation paper detailing changes to disclosure rules in the FCA Handbook to reflect the direct application of the PRIIPs Regulation. In the consultation paper, the FCA proposes rules and guidance that will apply from 31 December 2016 to allow NURS managers the… Read More
July 6, 2016

Should I outsource the KIIDs?

KIID outsource What is the optimal way to produce KIIDs? There is no standard answer to this question, as depending on your needs you may choose either an in-house or outsourced solution. Choosing between the two depends on many factors, including availability of internal resources, scalability needs… Read More
July 1, 2016

EC releases new guidance on PRIIPs

PRIIPs guidance The European Commission has adopted new rules specifying the content and underlying methodology of the PRIIPs Key Information Document (KID). The PRIIPs KID will have to be provided to retail consumers when they buy certain investment products, as of 31 December 2016. Here is the text of… Read More
June 27, 2016

All you need to know about PRIIPs MOPs

PRIIPs news PRIIPs manufacturers that offer Multiple Investment Options (MOPs), such as insurance for example, will face a particular challenge to deliver their PRIIPs KID. Last updated as at 20/12/16 The PRIIPS Regulation requires that all content is delivered for both the main product (wrapper) and each of… Read More
June 21, 2016

Why asset managers need data capabilities more than ever

data asset managers Asset managers' margins continue to erode and face a competitive future where best in class returns and traditional distribution strength are no longer sufficient to succeed. The dynamics of competitive advantage have changed. These are some of the findings of an annual study of the… Read More
June 14, 2016

Why asset managers go to FundForum?

why FundForum More than 1,300 funds industry professionals gathered from 6-8 June at the 2016 edition of FundForum International, for the first time in Berlin. FundAssist was among the sponsors of the event and our team gained some valuable insights that we are happy to share with… Read More
June 9, 2016

How to create a PRIIPs RFP ?

priips rfp template PRIIPS rfp You need to issue a PRIIPs rfp quickly, but don't know where to start from? Here is how to avoid common mistakes that can cause you a lot of pain further down the line. As the 1st January deadline is approaching quickly, many… Read More
June 7, 2016

LocWorld is arriving in Dublin

localisation experts LocWorld is arriving in Dublin on 8-10 June 2016. LocWorld is the leading conference for international business, translation, localization and global website management. Attendees are the people responsible for communicating across the boundaries of language and culture in the global marketplace. With a specific emphasis… Read More