Services > Documentation PRIIPS
Asset Liability Management (ALM)

P R I I P S

WHAT IS OUR SERVICE OF DOCUMENTATION PRIIPS?

Documentation for PRIIPS is a normative service that supports the PRIIPs (Packaged Retail and Insurance-based Investment Products) regulation in accordance with the directive 2014/65/EU.

AT WHOM IS IT DIRECTED?

The service is intended for those insurance companies that sell affected products and that are aimed at retail investors.

MAIN FEATURES

Complete support in the elaboration of the different quantitative sections that make up the fundamental data report (KID):

  • Market risk assessment.
  • Credit risk assessment.
  • Liquidity risk assessment.
  • Profitability scenarios.
  • Cost evaluation.

WHAT ADVANTAGES DOES IT OFFER?

  • Automation of the involved calculations.
  • Assistance in the interpretation of results.
  • Historical record of the evolution of the calculations.