In this webinar, PRIIPs and EPT experts from our various working groups will walk you through the key changes that have affected the Key Investor Document (KID) under the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation since the last revision of regulatory technical standards.
The presentation will be based on the fifth edition of the Q&A that ALFI has developed over the past one and a half year. The session will also include a presentation of changes to the European PRIIPs Template (EPT version 2.0). Registrants are invited to send questions to ALFI, ideally in advance, or to ask them during the session (indicate e-mail address or other feature).
We look forward to interacting with you on this important topic.
This event is free of charge and reserved to ALFI members only.
Registration is now open.
To register please contact firstname.lastname@example.org.
PRIIPs regulatory changes: questions, answers & more
Moderator: Heimo Plössnig, Managing Director, Assenagon Asset Management S.A.
Panellists: Mario Mantrisi, Strategy Director, KNEIP
Anne de Nonancourt is Product Development Manager at European Fund Administration S.A. (EFA). She brings over 20 years of experience in the asset management industry both on the management company side and the fund administration side. Before joining EFA, she worked for 12 years at BNY Mellon Fund Management S.A. as an Associate Director and Senior Marketing Manager. Anne is chairing the ALFI working group on PRIIPs & MiFID Costs & Charges and is co-chairing the working group on Performance fees.
Roman Fischer is Operations Manager at Donnelley Financial Solutions. Having over 10 years of experience in the Asset Management industry he joined DFIN to take over the lead for PRIIPs for Insurers service. Before he has worked for IDS GmbH where he gained experience in the areas of performance calculation and regulatory reporting. Later he was involved in the implementation of the PRIIPs service for multiple entities of a large insurer.
Ulf Herbig has over 15 years of experience in the fund industry and leads Kneip’s product proposition. He represents Kneip in various industry groups as well as the European Fund and Asset Management Association (EFAMA), and is representing the Luxembourg Fund Association (ALFI) in data standardisation initiatives for PRIIPs, MiFID II and SFDR at the FinDatEx.
Bernard Lambeau founded More Carrot (Europe) in 2012. Since then, More Carrot work has become an industry reference for optimized fund compliance documentation that includes prospectuses, KIIDs, SFDR and shareholder notices. Using information design and plain languages together with in-depth industry knowledge, the company develops models and processes that are designed to provide more robust disclosure, better user experience and organizational efficiencies. Bernard Lambeau also contributes to various working groups at ALFI.
Mario Mantrisi is responsible for New Markets at Kneip, with an emphasis on new verticals, geographies and products. He was previously the Director General of LuxFLAG, an agency that aims to promote the raising of capital for the Responsible Investment sector, and he is known in the fund industry for his in-depth knowledge of the asset management value chain. He has over 30 years of experience in international finance and regulation, including senior roles in Operations, Product, Strategy and Innovation for Clearstream, Bank of Tokyo, and Banque de Luxembourg.
Dr. Dr. Heimo Plössnig is Managing Director and member of the Board of Assenagon Asset Management S.A. with responsibility for Legal & Compliance. Prior to joining Assenagon in 2011, he held senior positions in Legal & Compliance with Bank Vontobel Österreich AG, Fidelity Investments Luxembourg SA and Aviva Investors Luxembourg. He started his career in Salzburg, Austria and moved via New York to Luxembourg which gives him more than 18 years of experience in the financial sector industry. Heimo Plössnig is chairing the ALFI steering committee on PRIIPs and he is member of various ALFI working groups. He obtained a PhD in Law and a PhD in Economics/International Business from the Johannes Kepler University Linz, Austria.