Host by Lucht Probst Associates GmbH Date March 10, 2021 12:00 am

PRIIPs & SFDR Live Webinar - Prepare your PRIIPs & SFDR in time





The current situation:




EIOPA's Supervisory Board has recently adopted the revised RTS (Regulatory Technical Standards) for PRIIPs.


This results in new compliance requirements that must be met as of 1 January 2022.




At the same time, the Level 1 and Level 2 requirements of SFDR are to be implemented by 10 March and by the end of 2021 respectively. It is therefore certainly advisable to implement a combined data and reporting solution.




Take aways:




Our experts will present you relevant innovations to your reporting and address the following topics in detail:









The new PRIIPs RTS requirements:


- How the risk classification of my funds will change?


- How my funds’ Risk, Performance and Costs


performance scenarios would look in the new RTS?


- How my UCITS cost disclosure will change in the new PRIIPs?







PRIIPs transaction costs: possible calculation methods for new and current funds







SFDR: Update of the RTS & Introduction of the FinDaTex templates EMT 3.1 and new EET







• Practical part based on the acarda platform for regulatory reporting:


- Loading the Data


- Calculating


- Reporting


- Monitoring











  • Ayal Leibowitz, Chief Innovation Officer, LPA
  • Dr. Andrej El, Head of Regulatory Compliance, acarda
  • Ghislain Perisse, Head of Insurance Strategy EMEA, Schroders FinDatEx Group
  • Juliette Yang, Senior Consultant, acarda
  • Daniel Heinisch, Product Manager LPA
  • Johannes Waldheim, Head of Product Management, acarda







The presentations will be held in English.