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  • Pathfinder - Deloitte monthly regulatory update - 31/12/2013
    Alternative investment fund managers. Capital requirement (CRD/CRR) and liquidity coverage ratio (LCR). Insurance intermediaries in handling complaints.
  • Pathfinder - Deloitte monthly regulatory update - 12/12/2013
    Alternative investment fund manager (AIFM). Insurance brokers.Key information documents for packaged retail investment products (PRIPs). Solvency II and Omnibus II Directives.
  • KIDs for packaged retail investment products (PRIPs) - 04/12/2013
    On 20 November 2013, the European Parliament approved the draft rules defining the Key Information Documents (KIDs) for Packaged Retail Investment Products (PRIPs).
  • Key information documents for packaged retail investment products (PRIPs) - 12/11/2013
    Small investors should get a KID giving clear, comparable and complete information on any investment product before signing a binding contract.
  • Fund reporting for funds - The outsourcing solution | Brochure
    The UCITS KIID is designed to lead the way in investor information, protection and disclosure.
  • UCITS KIID - Key Investor Information Document | Brochure
    The UCITS KIID is designed to lead the way in investor information, protection and disclosure.
  • The ALFI KIID Q&A 14th edition published - 28/11/2012
    The ALFI has now published the 14th edition of the UCITS key investor information document (KIID) Q&A.
  • Where does the market stand on KIID? - 04/10/2012
    Following the success of the first KIID survey, we have surveyed again the market to ascertain how those plans and anticipations outlined, have panned out.
  • ESMA KIID Q&A published - 27/09/2012
    In order to promote a common supervisory and practice approach in the application of the UCITS Directive, ESMA has published a Q&A focusing on the KIID.
  • Article
    KIID survey - More work ahead | Whitepaper
    The survey was sent when KIID entered its mandatory phase, to seek answers as to how the industry was moving from project mode to business as usual.
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