PRIIPS
What you need to do
The Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation applies to all new Savings and Investment products taken out and came into force on 1 January 2018
As an adviser, you need to provide your clients with the following documents before any transaction is concluded:
-
Supplementary Information Document (SID) for funds – These can be found on Fund Centre
You should also produce a quotation showing exact investment amount – To run a quote, View NBQ
