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UCITS IV Key Investor Information Document
Please note that I need to organise training on Key Investor Information
Document (KIID). Given that this is a new requirement as per the UCITS IV law, I would
like to know what are the points I can discuss in the training especially for
a group who has no knowledge about this product and its content.
Thank you and kind regards.
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Answers
This topic is outside the scope of the CMI information service, which focuses on generic management and leadership skills.
However, I have looked on the web and have found the following information on this subject:
UCITS IV information from the European Commission:
http://ec.europa.eu/internal_market/investment/legal_texts/index_en.htm
This page covers key investor information:
http://ec.europa.eu/internal_market/investment/investor_information_en.htm
The FSA and HM Treasury have published a joint consultation on UCITSIV.
The documented is available here:
http://www.hm-treasury.gov.uk/consult_ucits_iv_directive.htm
Here is an introduction to UCITS IV from PWC:
http://www.pwc.lu/en/ucits4
http://www.pwc.com/gx/en/asset-management/library/ucits-iv-key-informati...
I also looked on our e-journals databaseat www.managers.org.uk/ejournals and found a few articles which I will forward to you.
We also have general material on how to plan training workshops. If this would be helpful please contact us on 01536 207400 or email ask@managers.org.uk.