Preparing for PRIIPs KID: Key Considerations

With the ever-changing regulations and the strain they place on internal resources, it is increasingly important that firms have a streamlined and holistic approach to their data, calculations, and processes to meet the evolving regulatory requirements. In a few short months, asset management firms, insurance companies, and other financial institutions will need to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Investor Document (KID) reporting requirements.