The European PRIIPs Template (EPT) is used by fund providers to provide information to insurance companies under the PRIIPs regulation. The Comfort European PRIIPs Template (CEPT) is used to submit additional data that may have to be provided due to bilateral agreements.
The regulations bring with them extensive challenges in terms of data management, classification, risk, performance and cost calculation, market data collection, report generation and report distribution.
must be able to calculate and transmit their PRIIPs data according to EPT and CEPT standards. In this context, it is important that the end-to-end process does not drain internal resources.
are required to obtain, verify, evaluate and further process data standardised by EPT and CEPT. Here, too, the focus should be on finding an efficient, cost-reducing solution.