EFAMA: European PRIIPs information exchange templates

03 July 2017

EFAMA has published the PRIIPs information exchange templates designed by insurers and asset managers. The templates provide a functional description of the set of data to be exchanged from asset managers and banks to insurers to help them fulfil their PRIIPs regulatory obligations.

They are: 

• The European PRIIPs Template (EPT), which includes the minimum data necessary that asset managers will deliver free of charge to insurers for them to produce a key information document according to the provisions of the PRIIPs Regulation. 
• The “Comfort” EPT , which includes more data, so its delivery is subject to bilateral agreements between insurers and asset managers. 

The use of the templates is not compulsory. They are free of use, intellectual property and copyright.

These templates are endorsed by EFAMA and Insurance Europe.

EFAMA is a member of the European Working Group composed of asset managers, insurers and their national associations that developed these templates.

Statement

© EFAMA - European Fund and Asset Management Association