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Access the latest news, analysis and trends impacting your business.

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
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Asset Management Solutions

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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.
Broadridge Request Information Form Broadridge Request Information Form

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