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SerVICES

Create KIDs, calculate performance, risk, and cost figures.

PRIIPs for Funds

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PRIIP Service for Administrators

Regulatory background

With EU Regulation No 1286/2014 investors in Packaged Retail Investment and Insurance Products are granted further consumer protection. The regulation requires a Key Investor Document (KID) to be produced by the issuer outlining all the key aspects of the financial product. The manufacturers and distributors of such products are required to implement the regulation since January 1st 2018.

For UCITS funds a transitional period until January 1st 2022 has been granted. It is important to note that Asset Managers and their funds are exempt of the regulation at first and insurance companies selling these funds inside their insurance products require the Asset Manager to provide them with data according to the PRIIPs regulation for distribution, starting January 1, 2018.

cleversoft Solutions for Administrators

cleversoft’s PRIIP service for administrators includes the creation of the KID documents as well as the calculation of the required risk indicatory and performance scenarios plus cost figures.

Additionally the EPT (European PRIIPs Template) created by EFAMA incl. the required CEPT reporting to insurance companies is produced and distributed via FD Distributor™.

You can find the latest version of the templates under the following link.

docCreator™

docCreator™ provides the ability to create PRIIP KIDs for:

  • funds
  • Managed Accounts
  • structured products
  • OTCs

FD Distributor™

FD Distributor™ enables you to distribute the created and calculated reportings and data:

  • EPT
  • CEPT
  • structured products
  • custom formats

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
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Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
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Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
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Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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