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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

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
Video

Asset Management Solutions

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

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The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.

How will asset managers unlock greater potential and engage customers in new ways?

It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.

What if you could create operational alpha – to manage risk – and to lower your costs?

What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?

Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?

Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.

Everything we do is for one purpose – to help you adapt and be ready. Ready for next.

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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Our representatives and specialists are ready with the solutions you need to advance your business.