Reflecting on the Move from UCITS KIID to PRIIPs KID
With the PRIIPs Key Information Document (KIDs) transition complete and the industry looking forward, we should take some time to reflect on the move from UCITS KIID to PRIIPs KID overall. Please join our experts as we discuss the key areas the industry worked through as part of the transition and areas KID producers should be focusing on to ensure that they are ready for the next annual refresh.
What you’ll come away with:
- A PRIIPs Timeline of Events
- Reflection of the biggest challenges to the PRIIPs transition:
- Market Data Availability & Performance Scenarios
- SRRI vs SRI
- Transaction Costs
- EU | UK Varying Approaches
- Ambiguity on Performance Data Display on Websites
- Moving forward and future considerations:
- KID Monitoring
- Material change
- Annual refresh
- Regulatory submission
Join us on May 24 at 10:00 EDT / 15:00 BST! Register now to secure your spot and gain valuable insights from our panel of experts.
Your Speakers:
Stephane Turpin, Senior Risk Manager, CSS, a Confluence Company
Stephane is an IT professional with 15+ years of experience managing PMS projects at Six Financial Information. His extensive experience in the financial market world has given him a deep understanding of the intricacies of the industry, enabling him to provide valuable insights into financial market regulations. His keen interest in regulatory compliance led him to join Confluence, where he currently works on the PRIIP regulation and oversaw the latest revision.
Shane Flatman, Senior Product Manager, CSS, a Confluence Company
Shane Flatman is an expert in technology-for-funds with experience in fund accounting and product-based roles at FundAssist and Broadridge. He joined Confluence as a strategic senior product manager, focused on developing technology to support investment firms in meeting their global regulatory obligations. Shane is highly knowledgeable and dedicated to providing exceptional service to his clients and staying up-to-date on the latest regulatory developments.