Delivering “Key Investor Documents” support


Lawson Conner’s regulatory reporting practice can deliver comprehensive KIDs (“Key Investor Documents”) support to our clients, including private equity firms, banks and fund managers.


Key features of LC KID solution include:

Lawson Conner’s regulatory reporting practice can deliver comprehensive KIDs (“Key Investor Documents”) to support to our clients, including private equity firms, banks and fund managers.

Our software “LC KID” delivers a robust solution to comply with PRIIPs regulation. The software generates the relevant document production which includes the necessary data for the SRI score, the performance scenarios, the EPT file and the pdf file for investors. The EPT is important for the exchange of standardised fund information between counterparties and institutional investors. Without the EPT file the fund may be exluded from the investment universe of institutional investors.

A fund’s KIDs possess clear guidelines with relation to content and form. This information is key with respect to the general nature of the product, its risks, objectives and associated costs. While a lot of regulation has previously focused on the qualitative aspects of an investment product PRIIPs regulation includes a lot of risk related and quantitative information which is based on the historical performance of the underlying instrument. Under the PRIIPs regulation, the KIDs should be updated at least once per year, however if crucial factors are altered such as risk, then a more frequent approach is required. Prior to the conclusion of any transactions, fund managers are required to deliver an up-to-date version of their documentation to any retail customers.

Our outsourced solutions allow you to focus on your core business whilst adhering to PRIIPs regulation.

Our PRIIPs advisory solutions include:

  • Bespoke PRIIPs KIDs production
  • Drafting guides based on the latest guidance
  • Bespoke wording for key sections of the KIDs
  • Advisory on the correct use of input data

Funds struggle to ensure complete implementation and maintenance with respect to KIDs. Lawson Conner’s solutions deliver cost-effective support to ensure that all aspects of KIDs are overed.

Our team would be delighted to discuss how we can assist your company with all aspects of the new regulation.

Contact us

For more information contact
Andrew Frost
E: afrost@lawsonconner.com
D: +44 (0) 203 696 2568

Joe Woodbury
E: jwoodbury@lawsonconner.com
D: +44 (0) 203 696 2560

Download PDF Information

Key features of LC KID solution include:


Contact us

For more information contact
Andrew Frost
E: afrost@lawsonconner.com
D: +44 (0) 203 696 2568

Joe Woodbury
E: jwoodbury@lawsonconner.com
D: +44 (0) 203 696 2560

Download PDF Information

Lawson Conner’s regulatory reporting practice can deliver comprehensive KIDs (“Key Investor Documents”) to support to our clients, including private equity firms, banks and fund managers.

Our software “LC KID” delivers a robust solution to comply with PRIIPs regulation. The software generates the relevant document production which includes the necessary data for the SRI score, the performance scenarios, the EPT file and the pdf file for investors. The EPT is important for the exchange of standardised fund information between counterparties and institutional investors. Without the EPT file the fund may be exluded from the investment universe of institutional investors.

A fund’s KIDs possess clear guidelines with relation to content and form. This information is key with respect to the general nature of the product, its risks, objectives and associated costs. While a lot of regulation has previously focused on the qualitative aspects of an investment product PRIIPs regulation includes a lot of risk related and quantitative information which is based on the historical performance of the underlying instrument. Under the PRIIPs regulation, the KIDs should be updated at least once per year, however if crucial factors are altered such as risk, then a more frequent approach is required. Prior to the conclusion of any transactions, fund managers are required to deliver an up-to-date version of their documentation to any retail customers.

Our outsourced solutions allow you to focus on your core business whilst adhering to PRIIPs regulation.

Our PRIIPs advisory solutions include:

  • Bespoke PRIIPs KIDs production
  • Drafting guides based on the latest guidance
  • Bespoke wording for key sections of the KIDs
  • Advisory on the correct use of input data

Funds struggle to ensure complete implementation and maintenance with respect to KIDs. Lawson Conner’s solutions deliver cost-effective support to ensure that all aspects of KIDs are overed.

Our team would be delighted to discuss how we can assist your company with all aspects of the new regulation.

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