PRIIPs are investment products typically offered to consumers. Despite their potential benefits, PRIIPs can be complicated. To tackle this, the EU adopted regulations that oblige PRIIPs producers and sellers to provide investors with key information documents (KIDs).

KIDs should be a maximum of 3 pages and provide clear information on investment products including prescribed risk, return and cost calculations. 

Producing an effective KID comes with challenges:

• Calculations are complex
• Time-consuming process
• KID must be updated for changes in risk, returns or fund characteristics

AN Valuations has been supporting financial institutions and their advisors for many years with KID calculations and advice. Our services extend beyond mere calculations – we leverage our experience to provide advice for a meaningful KID and overall process.

Our services include the following:

• SRI risk calculations and related sensitivity analyses
• Return scenarios
• Implications of costs on returns
• Cost scenarios
• Transaction cost details
• Advice on KID text
• Periodic monitoring of risk and return calculations as required by European regulations