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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.

    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
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