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      • Date: 13 Mar 2019
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PRIIPS

Retail investment regulations

The Packaged Retail and Insurance-based Investment Products Regulation (PRIIPs) came into force on 1 January 2018.

It aims to increase the transparency and comparability of investment products through the issue of a standardised short-form disclosure document, the PRIIPs Key Information Document (KID).

The regulation is intended to make it easier for retail investors to understand and compare the key features, risk, rewards and costs of different products in scope of PRIIPs through the provision of the KID.

The KID is a free-of-charge pre-contractual, stand-alone document that is to be shared with the investor prior to the conclusion of any transaction.

The regulation applies to PRIIPs products and services purchased by an EEA Resident Retail Investor, regardless of their nationality.

The regulation is applicable worldwide, no matter where a PRIIP is purchased, as long as it is purchased by an EEA Resident Retail Investor.

Urgent review of KIDs needed
Editor's View: Why KIDs review can't wait

Concerns mounting over potential return figures

  • Regulation
  • 24 January 2018
IA calls for KID review
Update: IA calls for urgent review to address KID concerns

Follows industry criticism

  • Asset Managers
  • 24 January 2018
James Anderson of Baillie Gifford
Boards of Baillie Gifford trusts write to FCA on misleading KIDs

Concerned about performance scenarios

  • Investment Trusts
  • 22 January 2018
Natalie Kenway
Could PSD2 revolutionise the industry?

With all the focus on MiFID II and PRIIPs at the beginning of the year, it is no surprise the introduction of EU regulation PSD2 has gone largely unnoticed.

  • Regulation
  • 17 January 2018
The new PRIIPs directive came into effect on 1 January
Industry steps up calls for urgent revisions to 'misleading' KIDs as PRIIPs comes into force

Serious investor detriment

  • Regulation
  • 04 January 2018
iw-regulation-stock-009
Hargreaves Lansdown scraps US-domiciled ETFs from platform following PRIIPs implementation; Temporarily removes some trusts

Regulation implemented on 1 January

  • Investment Trusts
  • 02 January 2018
Report research survey
Brexit, vertical integration and solutions-based products: IA survey reveals key talking points for asset managers

Staffing and passporting in post-Brexit world a key concern

  • Markets
  • 14 September 2017
Artificial intelligence tool for compliance officers
AI tool to identify MiFID, PRIIPS and AIFMD overlaps launches

Covering 43 European Union regulations

  • Regulation
  • 27 June 2017
Compliance news
Groups' surging demand for compliance staff leads to 'mercenary' pay environment

MiFID II due to be implemented in January 2018

  • Regulation
  • 08 June 2017
FCA confirms PRIIPs product scope

Rules implemented in January 2018

  • Regulation
  • 02 May 2017
Jonathan Lipkin of the Investment Association
IA launches consultation on charges and transaction costs

Closes 19 May

  • Regulation
  • 27 March 2017
Asset managers delay tech investment on regulatory uncertainty

Will accelerate when clarity emerges

  • Investment
  • 24 March 2017
EFAMA proposes digital passport for pan-European fund access

Also criticises recent share class rulings

  • Regulation
  • 20 March 2017
European Commission
European Commission proposes new 'stress scenario' for PRIIPs products

Original proposals would lead to over optimistic outcomes

  • Regulation
  • 08 March 2017
Tim Mortimer
A new year, but same PRIIPs problems

A look at the European Commission's changes

  • Investment
  • 25 January 2017
European Commission
PRIIPs rules under fresh attack as ESAs rebuff performance methodology amendments

Concerns about 'moderate' scenario

  • Regulation
  • 03 January 2017
Interest rate policy, Brexit 'carnage' and Poisson d'Avril: Investment Week's most read articles of 2016

Web stories with the highest clicks

  • UK
  • 20 December 2016
bear-market-graphs-generic-1
Bears attack/Brexit/Trump/FCA study: The 10 biggest industry events of 2016

  • Investment
  • 09 December 2016
European Commission
Industry hails 12-month PRIIPs delay as 'victory for common sense'

1 January 2018 implementation date

  • Regulation
  • 14 November 2016
European Commission
PRIIPs delay: Breaking down the Commission's announcement

Implementation now 1 January 2018

  • Regulation
  • 10 November 2016
European Commission
European Commission confirms one-year delay to PRIIPs implementation

Revised RTS due for H1 2017

  • Regulation
  • 09 November 2016
European Commission
'Door closed' on PRIIPs transaction cost redraft as delay debate looms

Despite protests from industry

  • Asset Managers
  • 27 October 2016
Katrina Lloyd
Sorry saga: PRIIPs fiasco runs right to the wire

Next key debate postponed until 9 November

  • Regulation
  • 24 October 2016
European Commission
Update: European Commission brings forward PRIIPs delay debate to 9 November

Previously 22 November

  • Asset Managers
  • 17 October 2016
123

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