All news in CapTech

What are the new standards for PRIIPs KIDs, effective July 1st 2022?

What are the new standards for PRIIPs-KIDs effective July 1st 2022?

Comparison between UCITS SRRI and PRIIPs SRI

Comparison between UCITS SRRI and PRIIPs SRI

CRR II: Fokus auf Transparenz und neue Standards für Investmentfonds

CRR II: A focus on greater transparency and enhanced standards for investment funds

Increased transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a more competitive edge

The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force. At the same time, the second stage of the Sustainable Finance Disclosure Regulation (SFDR) will become effective with the required provision of pre-contractual and annual ESG documents. In order to meet all requirements and maintain a competitive edge in the dynamic regulatory environment despite increased reporting efforts, it is now time for asset managers and their service providers to holistically reconsider their data management and reporting.

A complex task for amendment Regulatory Technical Standards on KID approved by ESA

Until year end 2021 the manufacturers of structured products, OTC derivatives and UCITS funds and AIF are facing a lot of regulatory work. They are required to identify and implement amended regulatory technical standards (RTS) on the key information documents (KID) for packaged retail and insurance-based investment products (PRIIPs) approved by the European Supervisory Authorities (ESA) on 3 February 2021.

June 2020 Amended PRIIPs RTS: Performance Scenarios for Autocallables

In a previous article, we described the changes in the draft amended PRIIPs RTS applicable for structured products. The amended RTS proposal was finally approved by EIOPA’s board and now it is up to the Commission to determine the next step and whether this RTS becomes active by the end of this year.

Neue PRIIPs RTS durch EIOPA bestätigt. Was zu beachten ist

Nach Verabschiedung der überarbeiteten RTS (Regulatory Technical Standards) für PRIIPs durch die ESMA und die EBA wurden diese nun auch von der EIOPA gebilligt. Damit folgen zum 1. Januar 2022 neue PRIIPs-KIDs mit überarbeiteten Performance- und Transaktionskostenberechnungsmethoden. Die Berechnungsmethoden werden von acarda voll unterstützt. Zudem kann acarda die neuen PRIIPs KIDs zusammen mit den ebenfalls erforderlichen SFDR-Dokumenten erstellen. Sprechen Sie uns gerne für weitere Informationen an.

Ankündigung des Abschlussberichts und des RTS-Entwurfs zu Offenlegungen unter SFDR durch die europäischen Aufsichtsbehörden

Am 4. Februar 2021 haben die European Supervisory Authorities (ESA) ihren Abschlussbericht zu den Regulatory Technical Standards (RTS) für SFDR veröffentlicht. Daraus ergeben sich einige Neuerungen, die im Compliance Reporting dringend zu beachten sind.

Juni 2020 Entwurf: überarbeiteter RTS zu PRIIPs - Welche Aussagen über Strukturierte Produkte sind enthalten?

PRIIPs RTS solutions from LPA. Packaged Retail and Insurance-based Investment Products

PRIIPs methodology in light of COVID-19 pandemic – Does it deliver? PART 2

Comparing actual performances of several equity indices, equity ETFs and oil during the COVID-19 crisis with the PRIIP KIDs’ Stress Scenarios.

PRIIPs methodology in light of COVID-19 pandemic – Does it deliver?

PRIIPs regulation aims to help investors understand investment products behaviour and support comparison with other investment products.