Investment funds qualify as PRIIPs (packaged retail and insurance-based investment products). When a PRIIP is sold to a retail investor within the meaning of MiFID 2, a PRIIPs KID has to be drawn up and made available to such retail investor. The objective of the training is to:
(i) identify and understand the impact of the new PRIIPs provisions on investment funds and their impact on the sales process
(ii) review the risk management and other quantitative features of the PRIIP regulation, discuss about the challenges in terms of data management, etc.
Risk Management part
Our speakers belong to both our specialised and complementary teams and as such, cover all legal, regulatory, taxation and advisory aspects of doing business in Luxembourg. We invite you to check our training agenda where the speakers are listed on each training session.
This training is of interest for anybody involved in the production of PRIIPs KID and the sales process, be it as a member of the fund management, as service provider or for any person belonging to internal legal and compliance teams and oversight controls including risk managers, conducting officer, permanent risk management functions.
4 hours split into 2 modules: (i) legal (2.5 hours) & (ii) risk management (1.5 hour)
English, French, (German) (in customised format)
For more information please e-mail us at firstname.lastname@example.org