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Create KIDs, calculate performance, risk, and cost figures

The PRIIPs Regulation serves to protect retail investors in transactions with packaged investment products. With our service, fund providers quickly and efficiently create the basic information sheets (KIDs) required for their products.


Get started with Monitor, update, and complete PRIIP KIDs in record time today


We will be happy to advise you on the details.

Get in touch

Get started with Monitor, update, and complete PRIIP KIDs in record time today


We will be happy to advise you on the details.

Get in touch

Regulatory background

With EU Regulation No 1286/2014 investors in Packaged Retail Investment and Insurance Products are granted further consumer protection. The regulation requires a Key Investor Document (KID) to be produced by the issuer outlining all the key aspects of the financial product. The manufacturers and distributors of such products are required to implement the regulation since January 1st, 2018.

For UCITS funds a transitional period until January 1st, 2022 has been granted. It is important to note that Asset Managers and their funds are exempt of the regulation at first and insurance companies selling these funds inside their insurance products require the Asset Manager to provide them with data according to the PRIIPs regulation for distribution, starting January 1, 2018.

 

cleversoft Solutions for Administrators

cleversoft’s PRIIP service for administrators includes the creation of the KID documents as well as the calculation of the required risk indicatory and performance scenarios plus cost figures.

Additionally, the EPT (European PRIIPs Template) created by EFAMA incl. the required CEPT reporting to insurance companies is produced and distributed via FD Distributor™.

You can find the latest version of the templates under the following link.

docCreator™

docCreator™ provides the ability to create PRIIP KIDs for:

  • funds
  • Managed Accounts
  • structured products
  • OTCs

 

FD Distributor™

FD Distributor™ enables you to distribute the created and calculated reporting and data:

  • EPT
  • CEPT
  • structured products
  • custom formats

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.