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Solutions
Regulatory Diagnostic Services
PRIIPs Challenge
A tailor-made solution to help you meet your regulatory obligations
The Packaged Retail Insurance-based Investment Products (PRIIPs) Regulation, which will fully enter into force in the coming months, applies to all undertakings for collective investment in transferable securities (UCITS) and alternative investment funds (AIFs). Amongst other obligations, fund groups and asset managers must ensure the content of their PRIIPs Key Investor Documents (KIDs) complies with this Regulation and the Regulatory Technical Standards (RTS).
You have masses of documents to produce, differing by country, language and investor, which requires a huge effort on your side to ensure you meet your regulatory obligations.
We will scan the content of your documents and provide you with a diagnostic report. This will allow you to comply with your regulatory obligations and take any necessary remedial action.
Service overview
Collect regulatory documents
UCITS KIID and PRIIPs KID based on a pre-agreed scope
Compare documentation against a list of criteria
The criteria are based on the relevant regulation that applies
Analyze diagnostic results
The report will contain a list of attention points and suggestions
Deliver the report
A meeting is arranged to discuss the report results
Achieve regulatory compliance
Another scanning can be planned after the corrections are applied
Together across your regulatory compliance journey
Your benefits
- Comply with the PRIIPs requirements through a diagnostic solution
- Provide compliant information to your end investors
Why Deloitte?
Tailored service:
customized solution that helps you meet your regulatory obligations
Proven track record:
high degree of expertise, with Deloitte producing UCITS KIIDs and PRIIPs KIDs for years
Regulatory experts:
receive timely regulatory news through our regulatory watch team, and be part of several working groups in the industry
Contacts
