Essential Tools for Investing
These tools help European savers and retail investors assess sustainability features in packaged retail and pension products using Key Information Documents.
These tools help European savers and retail investors assess sustainability features in packaged retail and pension products using Key Information Documents.
Visit the European Commission’s Key Information Document (KID) page to learn more about the regulation aimed at improving transparency and comparability for retail investors. This page outlines how standardised information on packaged retail and insurance-based investment products (PRIIPs) supports informed decision-making and promotes sustainable investment practices.
Access ESMA’s PRIIPs guidance to gain insights into the practical implementation of Key Information Documents (KIDs). This resource provides detailed guidance and clarifications on PRIIP regulation. It addresses key aspects of the regulation to ensure consistent and effective application across the EU.
The PRIIPs Regulation is the first to deal with pre-contractual information in the form of key information documents (KIDs). These documents have to be provided by those producing or selling investment products to consumers. Check EIOPA’s Technical Advice on the Review of the PRIIPs Regulation, which provides an in-depth analysis of the regulation’s performance and proposes enhancements to ensure better transparency and usability for retail investors.
The Pan-European Personal Pension product is a voluntary personal pension scheme that offers EU citizens a new option to save for retirement. To learn more about this innovative retirement savings solution, check EIOPA’s consumer-oriented FAQs on PEPP. This resource provides clear and concise answers to common questions about PEPP, as such, helping you understand its benefits, features, and how it can support your long-term financial planning. You can also review BETTER FINANCE’s latest position paper on the PEPP and its potential to enhance pension adequacy across the EU.
Explore EIOPA’s PEPP Benefits Statement and Key Information Document template, which is the standardised format designed to improve transparency and comparability for savers. This template includes the information (which is required by law) to help you understand the nature, risks, costs, potential gains and losses of a specific PEPP, which subsequently allows you to compare it with other PEPPs and make informed decisions about your personal pension plans.