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Are you a manager of an investment fund and do you offer participation rights? It is important to comply to the European legislation and regulations correctly.
As of 1 January 2018, the European Union requires investment funds providing Packaged Retail Investment and Insurance-based Products (PRIIPs) to deliver a Key Information Document (KID) to their retail customers. The KID is a three-page legal document intended to inform investors on their potential investment and allow them to easily compare different investment opportunities. The KID should include a Summary Risk Indicator (SRI), performance scenarios and a cost analysis. These three analyses are based on a number of complicated mathematical formulas.
The Datacation team, with backgrounds in mathematics & econometrics, is specialized in PRIIP's analyses and is therefore able to support you at a competitive price when starting your investment fund. Get in touch!
Summary Risk Indicator