S7C
PACKAGED RETAIL AND INSURANCE-BASED INVESTMENT PRODUCTS REGULATION (PRIIPs)
IN-HOUSE TRAINING PROGRAMME©
“Custom training programme designed to provide comprehensive understanding of the PRIIPs framework and regulatory requirements.”
PRIIPs
The new Packaged Retail and Insurance-Based Investment Products (PRIIPs) Regulation (No 1286/2014) introduces a new framework for manufacturers, distributors, and financialintermediaries who issue and sell PRIIPs to Retail Client investors. This operational compliance training course will provide attendees with a strong and comprehensive understanding of the new PRIIPs framework and regulatory requirements. It will instruct attendees in what is required for PRIIPs operational compliance, and will guide them on populating individual Key Information Documents (KIDs) for different financial product lines through the analysis of newly designed KID product templates. The course will also review areas of hot debate (e.g. fund past performance information and insurance product categorisation and calculation of transaction costs), that have recently led to the European Parliament's rejection of draft legislation.
Disclaimer
ISDA® is a registered trademark of the International Swaps and Derivatives Association, Inc., and Storm-7 Consulting Limited is neither sponsored by nor affiliated with the International Swaps and Derivatives Association, Inc. (ISDA), and the public is hereby informed that Storm-7 Consulting Limited holds no commercial, private, or other relationship with ISDA.