This course provides a detailed exploration of the EU Regulation (EU) No 1286/2014 on Packaged Retail and Insurance-based Investment Products (PRIIPs) and the Key Information Document (KID) that underpins it. It examines the regulatory rationale for PRIIPs, the role of the KID in promoting investor protection, and its standardised form and content requirements. Participants will learn about the transition from UCITS KIIDs to PRIIPs KIDs, risk and reward calculations, performance scenarios, cost disclosure methodologies, and compliance obligations for both manufacturers and distributors. The course also includes practical workshops on preparing risk indicators, performance simulations, and cost tables, ensuring participants can apply regulatory requirements in practice.
- Teacher: Dr. Marios Kyriacou