regulatory diagnostic services


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


François-Kim Hugé

François-Kim Hugé

Partner | Fund Registration Services

François-Kim is a partner within the advisory & consulting department. He is currently in charge for running the Fund Registration Services, incl. the KIID Factory and AIFMD Notification Services. He ... More

Florence Buron

Florence Buron

Partner | Financial Industry Solutions

Florence is Partner at Deloitte Luxembourg and has more than 20 years’ experience in the financial sector in Belgium and Luxembourg, in the banking and life insurance sectors. Prior to joining Deloitt... More

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