FundConnect offers a ready to use and complete infrastructure for the production, publication and distribution of the Key Investor Document and Key Investor Information Document. Our platform ensures compliance with all country-specific requirements including content, currency and language variations. We offer vector based graphics, flexible layout and content. The main vision behind KIID/KID Manager is to provide an industrial automated solution that facilitates on-the-fly production for a large number of documents.

Consolidate and manage content

Different parts of the organization can update textual content simultaneously or review the documents before publishing

Efficient reuse of content throughout the document

Large parts of information can be reused throughout the documents as they are exactly the same across all KIIDs/KIDs

Multi-language and multi-culture

Language translations can be created for different countries of sale or multiple culture versions can be created for the same country

Flexible dissemination protocols

Document distribution will be performed in specific formats or with different frequencies, according to recipients’ preference

Advanced technology

  • Quick implementation with ready to use infrastructure
  • Regulatory headings and disclaimers in all languages based on ESMA’s RTS
  • Multi-user, multi-location, multi-language platform
  • Data content analysis on each field in the database
  • 10 year document archive

Intelligent solution

  • Data inheritance from upper levels of the hierarchy – saving up to 90% in time
  • Database allowing for audit trail on all fields and data synergies
  • Calculation of SRRI for UCITS and SRI and MRM for Category 2 PRIIPs
  • Advanced database structure based on client preference
  • Custom naming convention for regulatory filing

Full production and dissemination cycle

  • Translation processes and easy connection to client's translator
  • Fixed URL’s which automatically update each time a new KIID/KID is saved
  • KID package creator that allows creation of ZIP file with PDFs
  • Immediate publication of hundreds of documents within minutes
  • Fully tailor-made distribution services

FundConnect’s advanced infrastructure has been supporting clients since the UCITS KIIDs came into existence in 2011. Our KIID/KID production system fully supports the transition to the PRIIPS KID.

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