Solutions for the Regulatory Sector

PRIIP

The European PRIIPs regulation requires financial institutions to provide their retail investors with a standardized KID (Key Information Document) when selling or advising on a PRIIP (Packaged Retail and Insurance-based Investment Product). Goal of the standardized KID is to improve the retail investor’s understanding of PRIIPs and the comparability of those products.   

The KID is a stand-alone document of maximum 3 A4 pages comprising information on: 

• Type, investment objectives key features/aspects of the product 
• Risks related to the product and performance scenarios as well as the recommended holding period 
• Overview and composition of costs and the resulting reduction in yield 

The PRIIPs regulation affects a broad range of investment products and their manufacturers and distributors.  Driven by the regulatory requirements our customers face, UnRisk has built a PRIIP engine. This engine covers all tasks from simulating the market data, building the scenarios, calculation of relevant cash flows, valuation of the instruments at different points in time to the calculation of all necessary key ratios to produce the PRIIPS-KIDs. UnRisk constantly monitors the regulations and keeps the software up to date to meet the regulatory requirements.

Reporting

Whether needed to fulfil regulatory requirements, used to keep your management up to date or to inform your clients. Reporting of key figures is daily business in the financial industry. UnRisk offers a flexible reporting solution which can be connected to a variety of data sources. From a one pager to full-fledged end of year reports - the UnRisk reporting tool allows you to provide these in a highly automated way.

UnRisk Products for the Regulatory Sector

• UnRisk PRIIPs MODULE
  Enables risk managers to build their own risk management systems.
• UnRisk REPORTING
  A highly automated system supporting the risk management team in their daily business.

Further Information

Contact UnRisk