Tuesday July 4 2017

News Source: Fund Regulation

Focus: PRIIPS KID

Type: General

Country: European Union




The European Fund and Asset Management Association has published the PRIIPs information exchange templates designed by insurers and asset managers.

The templates provide a functional description of the set of data to be exchanged from asset managers and banks to insurers to help them fulfil their PRIIPs regulatory obligations. They are:

  • The European PRIIPs Template (EPT), which includes the minimum data necessary that asset managers will deliver free of charge to insurers for them to produce a key information document according to the provisions of the PRIIPs Regulation.
  • The “Comfort” EPT, which includes more data, so its delivery is subject to bilateral agreements between insurers and asset managers.

These templates are endorsed by EFAMA and Insurance Europe.

Click on the link above for further details.