Serviços & Vigilância Regulatória:
PRIIPS (Packaged Retail Investment and Insurance-based Products)
Notícias, Press Releases, Eventos & Interviews:
01/18/2022 - CACEIS Regulatory Watch Newsletter
12/16/2021 - CACEIS Regulatory Watch Newsletter
11/18/2021 - CACEIS Regulatory Watch Newsletter
PRIIPS: the obstacle course
06/16/2021 - The European PRIIPs regulation adopted in November 2014 has a clear aim: standardise pre-contractual information on packaged financial products offered to non-professional investors, as defined by MiFID II. This has proved more complicated than expected. CACEIS remains in dialogue with regulatory bodies to support its clients through this long process as best it can.
Responsible investment: a human and regulatory imperative
10/05/2020 - Resolutely sustainable finance: this is what the European Commission is calling for as part of the review of its action plan for sustainable finance, a final copy of which is expected next December.
CACEIS ready for MiFID II and PRIIPs
02/01/2018 - The new regulatory framework for financial markets, consisting of the Markets in Financial Instruments Directive (MiFID II), together with the Markets in Financial Instruments Regulation (MiFIR) and the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation, came into force at the beginning of January. MiFID II represents a major regulatory challenge for the financial industry.
CACEIS’s TEEPI platform helps clients meet MiFID II and PRIIPs requirements
01/31/2018 - The collaborative web platform TEEPI (Tailored Electronic Exchange Platform for Investors), designed by CACEIS in 2016 to enable insurers and management companies to exchange tripartite (TPT) files in connection with Solvency II, now enables clients to meet new regulatory obligations linked to PRIIPs and MiFID II