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...
When is a PRIIPs RTS not a PRIIPs RTS?
The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.
20/20 Vision: Will active managers turn the tide?
Changes in market volatility have been aggressive and intense this year. The economic impact of Covid-19 was evident as the market dipped lower than its previous record in 2008. Whilst the favour towards passive investments is growing rapidly and appears to be a longer term trend, now is the time to turn to active management and for active managers to prove their worth.
Cross-border marketing: Managing a lack of harmonisation
Despite the passporting features of EU regulation, it seems fund managers are still finding it difficult to circumvent the apparent inconsistencies in how EU Member States apply directives relating to the cross-border fund registration, distribution and marketing of funds.
Digital Impact - is your business already Millennial-proof?
To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.
Regulatory requirements for Fund Managers on the increase in Asia
To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.
European MiFID Template v3 - A work in progress
The European MiFID Template (EMT) has been used to transfer target market and costs and charges data from fund groups to distributors since January 2018. Having gone through a few iterations during development, the original version has not changed since it came into use over 18 months ago.