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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.

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Calculations in Prescribed Method
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Automated Production
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Web-based Review and Approval
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Data Processing and Analytics
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Compliance Monitoring
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Global Translation


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


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

Asset Management Solutions

See how asset managers can unlock greater potential and engage customers in new ways.

How We Can Help

The leader in financial and regulatory reporting

Financial institutions serviced by Broadridge.
Regulatory documents delivered for clients annually.
Pieces of regulatory communications delivered electronically each year.
Broadridge Request Information Form Broadridge Request Information Form

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