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Regulatory maintenance

Combining knowledge + technology to deliver comprehensive, accurate and up to the minute analysis of regulatory changes in the asset management and life insurance sectors.

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Expert services

Skilled experts behind the regulatory hotline – expertise covering UCITS, AIFMD frameworks, investor documents (KIID) (KID) periodic financial reports as well as prudential and statistical reporting to regulators and central banks.

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Full range of off-the-shelf and bespoke training modules where content is tailored to the level of expertise of each audience and delivered on-site or on-line.

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News that matters

On 30 July 2020, the Commissione Nazionale per la Societá e la Borsa (Consob) published a consultation document on the revision of the procedure of the ex-ante submission of the KID PRIIPs. This revision is due because a modification of the “Test Unico della Finanza” (TUF) in November 2019 abrogated this obligation. However, the amendment of the TUF contains a provision that continues this obligation until end of 2020 alongside to the adoption of revised Consob Regulation (Regolamento Consob), object of this consultation.

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