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PRIIPS KID's for alternative investments

SUMMARY

From the 1st January 2018 the regulation for Packaged Retail and Insurance-based Investment products (PRIIPs) came into force which requires all product manufacturers to provide a Key Information Document (KID).


Levendi Capital offer services to for production and monitoring of the KIDs. This includes: 

  • Consultation of what is required for the KID to satisfy regulation
  • Calculations for the Summary Risk Indicator (SRI), the Performance Scenarios and Impact of Costs
  • Review of KIDs to ensure they meet the technical and regulatory requirements 
  • On-going monitoring of market conditions which would impact the SRI

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