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Wealth management solutions

Packaged Retail and Insurance-based Investment Products (PRIIPs)

On 26 November 2014 the Regulation (EU) No 1286/2014 of the European Parliament and of the Council on key information documents for packaged retail and insurance-based investment products (PRIIPs) was published into the Official Journal of the EU.
Key Information Document (KID) (a standardized and simple document giving key facts on the product) is to be produced by investment product manufacturers and provided to retail customers when they are considering buying investment products.

PRIIPS legislation
The financial crisis has had a number of repercussions on investor confidence in the services and financial products on...
Investment advice
The financial crisis has had a number of repercussions on investor confidence in the services and financial products on offer. The distribution of retail investment products (PRIPs, or Packaged Retail Investment Products) has become more and more complex and requires coherent regulation. The proliferation of distribution channels and of legal vehicles in use...
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