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Packaged Retail and Insurance-based Investment Products (PRIIPs)

From January 2018 onwards, the marketing of financial instruments to retail investors will change in line with the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation. Every retail investor, who is interested in investing in a PRIIP and has asked for information about such a product, has to be provided with the respective Key Investor Document (KID).

This new regulation impacts virtually all investment products - only UCITS products should have a 2-year derogation - and affects insurers, fund managers and product providers, all of whom will be required to finalize their preparations in order to comply with this new regime.

This hands-on programme will take you through the different building blocks of the regulation and drill down into:

  • Classification of instruments
  • Construction of the KID
  • Monitoring 
  • Quantification of embedded credit risk
  • Calculations - There is significant work and complex calculations involved in preparing a KID. The different PRIIP categories will require different risk calculation approaches
  • European PRIIPs Template (EPT) - The file format by which market participants can exchange information related to the building blocks of a particular KID
  • Transaction costs

Beyond the regulatory aspects, hands-on workshops will cover the anatomy of the KID with an in-depth coverage of the calculation of three different categories of PRIIPs. Each category will cover the required market risk calculation and four different performance scenarios.

  • Date:
  • Please contact us
  • Venue:
  • Central London
  • Fee:

  • You might be eligible for preferential rates. Please contact us to check if your company is a member of the LFS Global Client Programme.

Who The Course is For

  • Insurers 
  • Fund Managers 
  • Chief Risk Officers
  • Consultants
  • Auditors
  • Regulators

Learning Objectives

  • Gain familiarity with the new Key Investor Document - KID
  • Learn how the different building blocks fit together
  • Get a deep understanding and hands-on experience on the calculation of the required risk and performance scenarios
  • Understand how to categorize an investment product in one of the different PRIIP categories

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Prior Knowledge

  • Basic understanding of financial instruments
  • Basic understanding of financial risks

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