Key Information Documents (KIDs) are required to be provided at point of sale for all Packaged Retail and Insurance-based Investment Products (PRIIPs).

Barnett Waddingham has built a cost-effective tool that many firms are using to produce compliant KIDs and monitor when these need updating. The requirements and how the tool does this are discussed in the videos and articles below.


All you need in one tool

  • Easy to use – makes regulatory compliance and KID production straightforward.
  • Automated for improved efficiency – Excel model calculates numerical content and automatically produces narrative content; Word tool then produces KID in required format.
  • Customisable for all eligible products – from investment trusts to with-profits.
  • Meets your specific needs – our template and model is customisable to reflect your own branding and specific product characteristics.
  • Checks the status – RAG status monitors whether a new KID is required, to ensure regulatory compliance.

Videos

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How are you coping with KIDs?

In this webinar you will learn how to create KIDs for PRIIPs as we discuss the key inputs and decisions required to ensure compliance.

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Creating KIDs for PRIIPs - the easy way

We demonstrate how easy it is to create KIDs for category 2 PRIIPs, in line with the new regulations, using Barnett Waddingham’s KIDs for PRIIPs tool.

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Insights

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You are not alone! Practical challenges in creating KIDs

New Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations came into force on 1 January 2018 and manufacturers of PRIIPs have to provide Key Information Documents (KIDs) to new retail customers. Find out why stochastic calculations need to be carried out.

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KIDs for PRIIPs – you need to talk to your investment manager!

Under the Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations, insurers providing non-pensions savings products have to produce Key Information Documents (KIDs) as of 1 January 2018. Our blogs explore.

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Oh, fantastic – KIDs have to be stochastic!

PRIIP manufacturers will need to create and maintain a Key Information Document (KID) for each of the PRIIPs they sell and give this document to retail customers at the point of sale. The aim is for consumer-friendly KIDs to encourage efficient markets, helping investors to better understand and compare the key features, risk, rewards and costs of different PRIIPs. Read our blog to find out more.

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First impressions of KIDS – a very mixed bag

PRIIPs regulations came into force on 1 January 2018, requiring all providers of Packaged Retail and Insurance-based Investment Providers to have a Key Information Document (KID) available online from 3 January 2018. Find out our first impressions.

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KIDs for PRIIPs: contact us