KID/KIID Production
Automate KID/KIID production
Transform your regulatory document production with FundSense Intelligent Automation.
FundSense automates the entire KID and KIID creation process, from data sourcing and calculation to document generation and distribution, ensuring compliance, accuracy, and efficiency with future-ready support for upcoming CCI KID requirements.
Why FundSense for KID/KIID Production?
Governance -
Ensure regulatory compliance and full auditability with robust version control, approval workflows, and documentation of methodologies. FundSense supports both PRIIPs KIDs and UCITS KIIDs, with flexible configuration to meet jurisdictional requirements and is fully equipped to support the transition to CCI KIDs as regulations evolve.
Automation -
Automate recurring production cycles and reduce operational risk. FundSense generates documents based on approved templates and live data feeds, including performance scenarios, SRI, costs, and risk metrics, all refreshed and validated automatically.
Integration -
FundSense connects directly to your internal systems or external data providers to retrieve input data and publish output documents. Distribution to platforms, websites, or regulators is seamless and scheduled.
Reporting -
Maintain control over document layouts and disclosures while centralising updates to methodologies and assumptions. Whether you’re managing a handful of funds or hundreds, FundSense ensures your KIDs and KIIDs are always current, compliant, and ready for submission, now and as the industry transitions to the new CCI KID framework.
