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fundinfo successfully manages KIID flood

March 02, 2018 | Company | Front | KIID | News | Platform |

The deadline for fund houses to provide their new UCITS KIIDs was 19 February 2018. As a result, the flood of documents that fundinfo's team had to quality-check and upload to www.fundinfo.com was enormous. In February alone, one million (!) documents were processed. What a performance! A big...

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fundinfo enables the dissemination of original EPT / EMT data templates

October 26, 2017 | Company | Businesspartner | etfinfo | Front | KIID | News | Platform |

The EU directive MiFID II as well as the new PRIIPs regulation with accompanying extended data requirements have been a prime concern of the fund industry for months. To support our partners with these issues, we at fundinfo have been working intensively on solutions that support the efficient...

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Hello! Olá! fundinfo goes live in Ireland und Portugal

November 07, 2016 | Company | etfinfo | Front | KIID | News | Platform |

We are excited to announce that as of 3 November 2016, the Irish and Portuguese fund markets are live on www.fundinfo.com and www.etfinfo.com. As a result, fund documents, data, ratings and videos are now available to all users of our fund platforms for funds and ETFs approved for sale in Portugal...

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fundinfo – your reliable partner for the publication and dissemination of PRIIP KID data and documents

October 18, 2016 | Company | Front | News | Platform | KIID |

With the new EU regulation for packaged retail investment and insurance-based investment products (PRIIPs), the so-called “Key Information Document” (KID) is compulsory as of Dec. 31, 2017. This new document summarises the most important information for investors in an easily comprehensible manner...

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fundinfo is the first platform to publish quarterly financial reports for funds approved by HK regulators under the MRF

August 18, 2016 | Company | Businesspartner | etfinfo | KIID | News | Platform |

One year after China and Hong Kong agreed to the “Mutual Recognition of Funds” (“MRF”), fundinfo has become the most comprehensive information platform for both “Northbound” and “Southbound” funds. The latest enhancement includes the publication of “quarterly financial reports” for southbound...

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The clock is ticking for PRIIP KIDs!

July 06, 2016 | Company | Front | KIID | News | Platform |

The European Commission has released the "Regulatory technical standards about Key Information Documents for PRIIPs" (RTS). According to RTS, by the end of 2017 all investment products sold in the European Market to retail investors must have a corresponding “PRIIP KIDs” (Packaged Retail and...

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fundinfo: ready for PRIIP KIDs deadline

March 31, 2016 | Company | Front | KIID | News | Platform | etfinfo |

Packaged Retail and Insurance-based Investment Products (PRIIPs) is a term that applies to numerous financial products which are sold to retail investors. As of 1 January 2017, a new EU standard concerning PRIIPs comes into effect: the PRIIPs Key Information Document (“PRIIP KIDs”). Because PRIIPs...

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Best Practices in Fund Document Dissemination

November 06, 2012 | Company | Front | KIID | News |

Since the introduction of the Key Investor Information Document (KIID) in Europe in mid 2012 and the introduction of the Key Facts Statement in Hong Kong and the Product Highlight Sheet in Singapore, the focus has shifted from document creation to document dissemination. Since then, some service...

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