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vwd PRIIP service for insurers

Transformation and digitization of growing regulation.

The regulation of insurers is also constantly increasing and the increasingly demanding challenges often cannot be met without the help of a service provider. For more than 65 years, vwd has acted as a reliable partner for the financial industry and supports national and international insurance groups in meeting the constantly changing demands of the future.

One elementary topic of recent years has been the PRIIP Regulation, which has been in force since 2018 and also includes insurance investment products (IBIP for Insurance-based Investment Product). For example, easily understandable consumer and cost information must be made available for the respective insurance tariff and, where applicable, for the possible investment options.

The regulation provides for a wide variety of implementation channels. IBIPs with different investment options are referred to as multi-option products (MOPs). Insurers have the choice of implementing the regulatory approach according to Article 10a or 10b.

In order to meet these and other requirements as efficiently and automatically as possible, we offer an outsourcing service from conception, implementation and data provision through to delivery of the required documents. As a full-managed service, our solutions naturally include continuous monitoring and updating of data, legally compliant calculations (e.g. according to the PIA model) and automated provision of documents.


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Auf einen Blick

Als Dienstleister mit einem vollumfänglichen Produktportfolio erfüllen wir Ihre Anforderung ganzheitlich und doch so modular, wie in einer Individuallösung. Speziell für Versicherungen bieten wir auf Basis des vwd template managers die Möglichkeit das Service-Level selbst zu definieren. Ob als Berechnungsservice, Full-Service oder nur um effizient und rechtssicher die Erstellung und das Dokumentenmanagement zu meistern. Durch diverse Dokumentenmodule ermöglicht der vwd template manager alle relevanten Publikationen auf einer konsistenten Datenbasis prozesssicher und automatisiert zu erstellen.

Benefits

  • Competent data provider for the provision of fund data
  • Competence in the calculation of PRIIP key figures, e.g. opportunity/risk class according to the PIA model or another methodology
  • Consistent mapping of multilingual versions of a document type
  • Holistic service model in outsourcing possible

 

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more solutions

Investment & fund companies

Convince yourself of our modular platform solution for automated and regulatory compliant PRIIP generation and key figure calculation.



Solutions for fund companies

Calculation service

Take advantage of our expertise as a certified outsourcing provider of risk analyses and evaluation services. We take over the legally compliant calculation of risk indicators, performance scenarios, transaction costs and much more.

Calculation service

PRIIP service

Process-safe template creation, workflow-supported administration, regulatory-compliant key figures - calculation and automated distribution.



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further information

Any questions?

Our colleagues from the Regulatory & Calculation Solutions department will be happy to answer any questions you may have about the vwd PRIIP service.

Phone: +49 69 50701-288
E-mail: priipservice(at)vwd.com

Headquarter

vwd Vereinigte Wirtschaftsdienste GmbH
Mainzer Landstrasse 178 – 190
60327 Frankfurt am Main

Phone: +49 69 50701-0
E-mail: dialogue(at)vwd.com