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Regulatory Document Production

Say goodbye to the headaches of regulatory obligations and stay compliant with our optimised UK CCI Product Summaries, UCITS KIID and PRIIPs KID production

Request a demo Product sheet Prepare for UK CCI
SOLUTIONS INSTI – Research & Insights 2

Meeting your needs

Let the power of expertise and advanced technology relieve your regulation headaches

Document production causes significant operational stress for investment managers across jurisdictions. Complex rules, strict deadlines, increasing volumes and multiple language requirements make timely and compliant delivery challenging. 

Our centralised document production module simplifies this traditionally complex process. We produce over 2m regulatory documents every year, including more than 500,000 PRIIPs KIDs, generating precise calculations at scale so you get accurate and timely delivery. 

Powered by Nexus for Investment Managers, our platform combines regulatory document production with regulatory data templates and more to support the entire fund lifecycle, consolidating fragmented functions and driving automation.  

It draws on our golden source of data to ensure consistency across all your outputs, regardless of where they're distributed in the market. You get 24/7 access to dashboards that let you monitor production stages and delivery status in real time, calculation transparency through full audit trails and methodology visibility on each output, and data quality reporting to support your report review as well as end to end dissemination support of your funds. 

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What our clients say

Rathbones Investment management

"FE fundinfo onboarded our business onto the new service and completed the production on aggressive timelines. Our objectives were delivered on time and to a high standard."

Stephen Wood

Head of Business Delivery

Find out more about how we helped Rathbones
SOLUTIONS ADV – Client Onboarding & Engagement

BACKED UP BY THE NUMBERS

Regulatory Document Production

We continuously enhance our technology so you don't have to

  • 26

    LANGUAGE VERSIONS

    Documents produced in languages relevant to jurisdictions

  • 2 m +

    DOCUMENTS PRODUCED

    Volume of documents we produce annually

SINGLE SUPPLIER FOR THE FULL SUITE OF YOUR REGULATORY OUTPUT

One platform, every regulatory output

Nexus combines regulatory document production with regulatory data templates to support the entire fund lifecycle, consolidating fragmented functions and driving automation. Each data point stays accurate and uniform, regardless of where it is distributed. You get 24/7 access to dashboards to monitor production stages and delivery status in real time, alongside data quality reporting to support your review process. 

  • Improve efficiency with our AI powered tools

    Our AI-powered tools give you full control over how you manage it. They take on the manual, time-consuming checks, so your team can direct its judgement and final say to where it matters most, not where the process forces it. 

  • Document Inspector

    Document Inspector turns document review from a slow, error-prone manual task into fast, accurate document production, covering UK CCI and PRIIPs documents for now. Compliance and middle office teams get confidence that every document has been checked for completeness, consistency and quality, with a clear audit trail behind every flag. 

    Reviewers can focus their judgement on the documents that need attention, enabling time efficiency and helping them focus on strategic decision-making tasks. Every decision still stays with your team. Document Inspector simply helps you direct your time to where it matters. 

  • Narrative Generator

    Narrative Generator helps investment managers meet the scale of UK CCI's regulatory demands. Embedded within your onboarding process, you have the option to use AI to generate consistent, source verified narrative drafts. Final review and approval stay firmly in your team's hands. 

Powered by Nexus for Investment Managers

How we support you

Coverage

The full range of European regulatory output, from PRIIPs KIDs and UK CCI to SFDR, TCFD and AIFMD Annex IV reporting, from a single supplier. 

Scale

Sophisticated digital technology delivers 2 million+ regulatory documents annually, with translations in 26 languages. 

Compliance monitoring

We continuously scan the regulatory horizon so your reports, calculations and validation rules stay current as requirements change. 

Support

Benefit from a tech-supported solution, including 24/7 dashboards via Nexus for Investment Managers and data quality reporting to support your review and dissemination. 

Regulatory Document Production

Regulatory coverage

Let us guide you through the complex requirements of regulatory document production, whichever reports your funds require. 

Reliable, consistent fund data and a scalable process are essential to producing UK CCI Product Summaries and PRIIPs KIDs. Our service covers data validation, transaction cost calculations, automated SRI monitoring and alerting, KID and KIID translation into 26 languages, document dissemination to Bloomberg, Morningstar and LSEG, and a 10-year historical archive. Choose a flexible delivery model, including full outsourcing of production while you retain control and compliance sign-off. 

Sustainability reporting under the Sustainable Finance Disclosure Regulation (SFDR) requires five distinct outputs across pre-contractual and periodic disclosures, often needing translation for multiple jurisdictions. Our data-agnostic solution integrates with any ESG source you use, including MSCI, ISS ESG and Sustainalytics, and produces pre-contractual and periodic disclosures, entity-level disclosures, taxonomy alignment reports, PAI statements and DNSH assessments. Automated validation flags inconsistencies before documents are finalised, and centralised workflows make it easy for legal, compliance and investment teams to review and approve disclosures. 

The UK's climate-related disclosure requirements apply to authorised investment managers with £50 billion or more in assets under management, FCA-authorised firms with £5 billion or more AUM and asset owners with £25 billion or more in assets. We coordinate with your chosen ESG data providers to collate carbon emissions, carbon intensity, climate value-at-risk and implied temperature rise, then produce reports covering governance, strategy, risk management and metrics and targets. We monitor the transition to ISSB standards so your reports stay compliant, and deliver reports in formats suited to investor communications, regulatory filings or website publication. 

Alternative investment fund managers must submit detailed quarterly reports to national competent authorities (NCAs) across the EU and UK, validated against more than 1,000 regulatory requirements. Choose self-service, where you bulk import AIF/AIFM data and generate regulator-ready XML and PDF reports yourself, saving up to 50% of time compared to manual processes, or full service, where our experts prepare your reports for sign-off with direct submission to NCAs, starting within a week. Submit to all EU/EEA NCAs and the UK from a single cloud-based platform, with a 10-year document archive for every submission. 

The evolving regulatory landscape demands distribution of more data points than ever, with constant transmission to distributors and regulators. Our ISO-accredited data teams validate all static, dynamic and regulatory fund data at the point of collection. Real-time dashboards give you full transparency and control over your fund data and document production, and our regulatory experts continually scan for change and update your data sets accordingly. Our enterprise-scale infrastructure processes 2m+ documents annually. 

Calculations are a crucial and challenging element of compliant regulatory submissions, relying on regulatory expertise and access to the right technology. Transaction cost calculations in particular carry a poor reputation for complexity, volume and reliance on accurate data.

Consolidating your calculation requirements with your document production eliminates duplicate work and reduces the need for multiple vendors. We continuously scan the regulatory horizon for change and provide full documentation of our methodologies, so you can evidence your approach to regulators. 

  • Navigating Client Demands And Regulatory Pressures 585X381

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Get started with streamlined regulatory document production

Regulatory complexity doesn't have to slow you down. Our proven platform handles the technical challenges while you focus on growing your business.
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REGULATORY DOCUMENT PRODUCTION – INSIGHTS – Regulatory Document Production 2 759X702

WHITEPAPER

Navigating the new EU PRIIPs KID requirements

Regulatory uncertainty shouldn’t hold you back, but going it alone is riskier than ever. This guide equips you with the knowledge and tools to thrive under new and evolving PRIIPs KID requirements.

Read more

FAQs

Frequently asked questions

We produce the full range of European regulatory documents including PRIIPs KIDs, UCITS KIIDs, SFDR disclosures (pre-contractual, periodic and entity-level), TCFD reports and AIFMD Annex IV reports. We also handle industry data templates including EPT, EMT, EET and CEPT. 

Our dedicated regulatory team continuously monitors regulatory developments across all EU and UK jurisdictions. When changes occur, we update our platform, calculation methodologies and validation rules accordingly. You benefit from these updates automatically without needing to rebuild your processes. 

Yes. Our solution is fully data-agnostic and integrates with any ESG data provider you currently use — whether that's MSCI, ISS ESG, Sustainalytics or your own proprietary models. You can switch or blend data sources as your needs evolve without disrupting your reporting process. 

Implementation timelines vary depending on the scope and complexity of your requirements. For AIFMD Annex IV reporting, you can start within a week using our full-service model. For comprehensive document production covering multiple document types, implementation typically takes 6-12 weeks including data validation, system configuration and testing. 

We coordinate translation services for 26 languages across Europe, covering all major European markets. Our workflow management system ensures translated documents maintain accuracy and compliance across all language versions. 

We maintain a comprehensive 10-year archive of all document versions in line with regulatory requirements. You can access any historical version at any time for audit purposes, regulatory enquiries or internal review. 

Our Nexus platform is designed to integrate with your existing data sources and systems. We support the openfunds standard as well as custom data formats. Documents can be delivered to your internal platforms, distributors, data providers and regulators through automated workflows, eliminating manual file transfers. 

We support fund documents and data in more than 75 jurisdictions. This covers cross-border distribution across Europe, the UK and further afield, managed from one platform. 

You can review, comment on and sign off each document in Nexus before it's distributed. Every approval is logged, which gives you a full audit trail for compliance and board reporting. 

FE fundinfo holds ISO 27001 certification for information security and ISO 9001 for quality management. 

Yes. You can hand document production over to us entirely or run it yourself on our platform. Many clients use a mix of both, depending on the document type.  

We take care of the migration, including data mapping, template setup and parallel testing, so there's no gap in your regulatory coverage.  

Yes. We calculate the figures your regulatory documents need in-house, including PRIIPs performance scenarios, risk indicators and costs. The results go straight into production, so you don't need a separate calculation provider.