Webinar: mastering PRIIPs compliance: automation & best practices for 2025

 

We are excited to share the recording of our recent webinar, where we delve into the latest regulatory requirements, key challenges, and innovative solutions to streamline your compliance processes. 

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What you'll learn

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During this 45-minute session, our experts cover:

 

 

  • Regulatory landscape overview: gain insights into the current environment for PRIIPs and what it means for you.

  • Data processing & automation: discover how these tools can help you tackle compliance challenges effectively.

  • Real-world use cases: learn from examples including performance scenario calculations, risk assessments, and cost structures.

  • AMDIS-INDIS software demonstration: see our software in action as it automates PRIIPs compliance, from calculations to KID and EPT file generation.

 

 

RELIVE OUR WEBINAR

 

 

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STAY AHEAD OF REGULATORY CHANGES

 

 

  • Regulation (EU) No 1286/2014 of the European Parliament and of the Council of 26 November 2014 on key information documents for packaged retail and insurance-based investment products (PRIIPs) (Text with EEA relevance). 

  • Consolidated text: Commission Delegated Regulation (EU) 2017/653 of 8 March 2017 supplementing Regulation (EU) No 1286/2014 of the European Parliament and of the Council on key information documents for packaged retail and insurance-based investment products (PRIIPs) by laying down regulatory technical standards with regard to the presentation, content, review and revision of key information documents and the conditions for fulfilling the requirement to provide such documents (Text with EEA relevance)Text with EEA relevance. 

     

  • Consolidated text: Commission Delegated Regulation (EU) 2021/2268 of 6 September 2021 amending the regulatory technical standards laid down in Commission Delegated Regulation (EU) 2017/653 as regards the underpinning methodology and presentation of performance scenarios, the presentation of costs and the methodology for the calculation of summary cost indicators, the presentation and content of information on past performance and the presentation of costs by packaged retail and insurance-based investment products (PRIIPs) offering a range of options for investment and alignment of the transitional arrangement for PRIIP manufacturers offering units of funds referred to in Article 32 of Regulation (EU) No 1286/2014 of the European Parliament and of the Council as underlying investment options with the prolonged transitional arrangement laid down in that Article (Text with EEA relevance). 

     

 

 

MEET OUR EXPERTS 

Olivier Van Elmbt 

Expert Financial R&D, AMINDIS

ovanelmbt@amindis.com

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Olivier is a recognized expert in regulatory compliance and risk management within the financial sector. With a solid background in financial research and development, he specializes in designing innovative automation solutions that empower organizations to navigate complex regulatory environments. Olivier’s deep understanding of financial instruments and regulatory frameworks enables him to provide strategic insights, helping firms effectively achieve compliance while optimizing their operational processes.

 

 

Rémy Lehembre, CIPM
Senior Business Engineer

rlehembre@amindis.com

+32 10 23 86 42

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Rémy Lehembre is a skilled expert with a strong background in financial analysis and risk management. As a Senior Business Engineer at AMINDIS, he plays a pivotal role in developing innovative solutions tailored for leading firms in the financial sector. Rémy will deliver valuable insights during the webinar, focusing on how data processing and automation can effectively address compliance challenges and streamline reporting processes.