PRIIPs

Objectives

On completion of this tutorial, you will be able to:

• Identify PRIIPs regulations and list their major provisions

• Define the PRIIPs key information document (KID) and explain its purpose

• Name and define the core components of the KID

• Identify the challenges associated with the creation of the KID

Tutorial Overview

From a retail investor’s perspective, the European investment landscape is complex and challenging. To support retail investors’ decision-making, European authorities published a regulation on key information documents (KIDs) for packaged retail and insurance-based investment products (PRIIPs). Financial firms, including asset managers, banks, and insurance firms, must provide investors with a comprehensive KID for each PRIIP they manufacture. This tutorial provides a high-level overview of PRIIPs regulations and explains the components and purpose of the KID.

Prerequisite Knowledge

None

Tutorial Level

Introductory

Tutorial Duration

60 minutes