Understanding of regulatory obligations for the European structured products market

01 March, 2021

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We had a great panel session during SRP Europe 2021 conference moderated today by our own CIO Ayal Leibowitz, helping with an understanding of regulatory obligations for the European structured products market.
Thanks to the participation of:

  • Marianne Jarlaud,
  • Henning Bergmann
  • and Michal Karwasinski

Stay updated with the current situation around PRIIPs and join our LinkedIn community, where leading industry practitioners share thoughts, questions and best practices.

Discover more on the topic of PRIIPs:

Recent news

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.
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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.
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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.
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EIOPA confirms new PRIIPs RTS. What to pay attention to now
Following the adoption of the revised RTS (Regulatory Technical Standards) for PRIIPs by ESMA and EBA, they have now also been endorsed by EIOPA. As a result, new PRIIPs KIDs with revised performance and transaction cost calculation methods are expected to arrive on January 1, 2022. acarda fully supports the calculation methods and can also prepare the new PRIIPs KIDs together with the SFDR documents that are also required. Contact us if you need more information.
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Announcement of final report and draft RTS on disclosures under SFDR by European Supervisory Authorities
The Joint Committee of the three European supervisory authorities (EBA, EIOPA and ESMA) published the final report on the draft regulatory technical standards (RTS) on the content, methodology and presentation of disclosures under Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) on February 4, 2021.
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June 2020 Draft Amended PRIIPs RTS: What’s inside for Structured Products?
PRIIPs RTS solutions from LPA. Packaged Retail and Insurance-based Investment Products
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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.
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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.
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