PRIIPs & SFDR Live Webinar
Prepare your PRIIPs & SFDR in time

March 10th 2021, 10:00am - 11:30am (CET)

Watch the webinar on demand!


The current situation:

EIOPA's Supervisory Board has recently adopted the revised RTS (Regulatory Technical Standards) for PRIIPs.
This results in new compliance requirements that must be met as of 1 January 2022.

At the same time, the Level 1 and Level 2 requirements of SFDR are to be implemented by 10 March and by the end of 2021 respectively. It is therefore certainly advisable to implement a combined data and reporting solution.

Take aways:

Our experts will present you relevant innovations to your reporting and address the following topics in detail:


The new PRIIPs RTS requirements:
Risk, Performance and Costs
- How the risk classification of my funds will change?
- How my funds’ performance scenarios would look in the new RTS?
- How my UCITS cost disclosure will change in the new PRIIPs?

PRIIPs transaction costs: possible calculation methods for new and current funds

SFDR: Update of the RTS & Introduction of the FinDaTex templates EMT 3.1 and new EET

Practical part based on the acarda platform for regulatory reporting:
- Loading the Data
- Calculating
- Reporting
- Monitoring


The presentations will be held in English.



Ayal Leibowitz, Chief Innovation Officer LPA/Modelity

Dr. Andrej El, Head of Regulatory Compliance at acarda

Ghislain Perisse, Head of Insurance Strategy EMEA at Schroders FinDatEx Group

Juliette Yang, Senior Consultant at acarda

Daniel Heinisch, Product Manager at LPA

Johannes Waldheim, Head of Product Management at acarda

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