Key Information Documents

Create, manage and distribute KIDs

Providing investors with critical information is not just good service. It’s a regulatory requirement. We understand the challenges of managing Key Information Documents and make the process easy, efficient and reliable — from composition to distribution and web-based access for investors.

End-to-End Management of Key Information Documents

We deliver managed services and hosted solutions for production, compliance, monitoring and distribution of UCITS KIIDs and PRIIPs KIDs.

Calculations in Prescribed Method

Automated Production

Web-based Review and Approval

Data Processing and Analytics

Compliance Monitoring

Global Translation

UCITS KIID Services

Our comprehensive, end-to-end KIID outsourcing solution includes pro-active management, professional expertise, cost-effective processes and rigorous evidential control systems to support you from pre-production through to compliance monitoring.

PRIIPs KID SERVICES

Purpose-built data collation, automated production and dissemination of the PRIIPs KID.

A comprehensive solutions supporting all products within the scope of the regulation
Automated production using proprietary technology and pre-constructed templates per PRIIP type
Secure online review and approval through dedicated client web portals and easy to navigate user interfaces
Data processing and analytics to provide insight into risk, reward and costs
Ongoing maintenance and compliance support
Translators and proofreaders with country-specific training and experience in the investment industry

UCITS KIID Services

Comprehensive KIID outsourcing solution with pro-active management, professional expertise, cost-effective processes and rigorous evidential control systems.

Pre-production research, data processing and narratives
Automation and parallel translation in production
Dissemination to regulators, vendors and shareholders
Continuous monitoring of underlying data to trigger required updates for compliance
Online user interface for approval and archival

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How We Can Help

The leader in financial and regulatory reporting

300+

Financial institutions serviced by Broadridge.

2.9B

Regulatory documents delivered for clients annually.

400M+

Pieces of regulatory communications delivered electronically each year.

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