Full PRIIP-KID service offering available in January 2017
As of January 1, 2017, funds distributed to retail investors under the SIF, SICAR or 2010 Part II laws, i.e. AIFs, will have to produce a PRIIP-KID. Furthermore, UCITS funds considered as an investment option of a PRIIP will also have to produce a KID in the PRIIP format.
EFA will offer a full PRIIP-KID compliant package, enabling its clients to reduce the workload related to these new requirements.
The proposed service offer includes the following:
- Assistance and advice in the definition of the adequate KID data set-up (data calculation and narratives)
- Calculation and monitoring of key data and provision of KID data set including: SRI, performance scenari, composition of cost, cost over time
- Possibility to design the layout in line with clients' corporate identity
- Access to EFA's web technologies toolset for a user-friendly consultation and validation of calculated data and published documents
- Translation and publishing.
Being at the source of all key data required to produce the KID, EFA offers a comprehensive and high quality service covering all critical aspects of the production process.
This new service is part of EFA's regulatory solutions program.
Should you need more information, please do not hesitate to contact us: client.services@efa.eu
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