On demand: Q&A - Navigating the New EU PRIIPs KID Requirements

The PRIIPs KIDs (Packaged Retail and Insurance-based Investment Products Key Information Documents) landscape in the EU is evolving, creating new and more elaborate challenges for asset managers. 

We are now anticipating a third significant revision of this regulation, which is likely to affect asset managers in various aspects, including the format, scope, and detail of information required. This could mean enhancing your digital and data management skills and broadening the range of necessary calculations.

The expert panel:

• Helen Slater | Regulatory Manager, FE fundinfo   
• Dr. Matthias Breier | Head of Product - ESG and Regulatory Calculations, FE fundinfo

Some of the questions we will provide answers to:

• As a result of PRIIPS KIDs digitalisation, how would regulators monitor such digital tools and data points?
• Do we have an estimated timeline for the review of PRIIPs regulation as part of the Retail investment strategy?
• Are there plans for the transaction costs disclosure and, particularly, the implicit cost methodology to change?
• If the existence of a regulatory repository for KIDs is confirmed, is it the end of the EPT?
• Are you aware of any upcoming communications regarding the 1 January 2025 deadline for the application of the transaction costs arrival methodology?

Please note that the information shared during this webinar is based on our understanding and experience of the market and is for information purposes only. We are not legal or financial advisors, and the content provided should not be construed as legal, regulatory, or financial advice. Attendees are encouraged to seek professional advice for specific guidance related to PRIIPS regulation.