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    PRIIPs

    The European Commission has adopted a Delegated Act supplementing the Regulation on Key Information Documents for Packaged Retail and Insurance-based Investment Products (the PRIIPs Regulation).

    The Delegated Act introduces Regulatory Technical Standards (RTS) specifying the content and underlying methodology of the so-called Key Information Document (KID) that will have to be provided to retail consumers when they buy certain investment products.

    Following several rejections, the final Regulatory Technical Standards (RTS) has been published on March, the 8th of 2017. The first Q&A has been published on July, the 7th of 2017.

    Since then, we upgraded our solution and are now ready to create your PRIIPs KID !

    All the rules shall apply on 31st December 2017.

  • The PRIIPs KID is a new pre-contractual data rich document that applies to:

    • Insurance based Products
    • Funds
    • Structured Products
    • Derivatives

     

    TALEO Reporting’s platform enables you to create and manage your PRIIPs KID starting from your raw data and narratives.

    Our platform can be used in two modes: in-house or in SaaS mode.

     

    The key components of our platform are:

    • Upload of raw data
    • Computation of SRI: MRM and CRM
    • Computation of Performances Scenarios including for Insurance benefits and Neutral scenario
    • Computation of Costs and Reduction In Yield
    • Production of your PDFs based on your own templates

     

    Additionally, we offer various tools to help you to:

    • Monitor all PRIIPs KID computed data
    • Alert you automatically when a change occurs
    Contact Us

    Should you need any further informations about our PRIIPs solution, do not hesitate to contact us :

     

  • Sample PRIIPs from our Platform
    Useful Links