PRIIPs Regulation and Key Information Documents (KIDs)
Changes to PRIIPs Regulation and the content of KIDs are imminent and actively being debated at a policy level in the EU. Stay up to date with the latest proposed changes and download our white paper.
White Paper: ESG Investing - Entering the Mainstream
ESG investing is no longer a 'subset' or niche area for the investment industry and its participants. With new regulations on the horizon and as investor consciousness increases, fund managers can no longer ignore ESG factors when developing their propositions.
White Paper on Assessment of Value Reporting
This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.
Financial advisers enhancing their retirement propositions
The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers.
News and Case Studies
The European product family has another KID on the way
Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).
Interconnectivity – a competitive advantage now, a necessity for survival tomorrow
The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.
The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS
Having flagged it up in its written statement in June, HM Treasury published a short update at the end of July on what it plans to do with the PRIIPs Regulation in the UK after the end of the transition period. The document flags three intended changes...