European Institute of Management and Finance | Packaged Retail Insurance-based Investment Products (PRIIPs)
38874
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Packaged Retail Insurance-based Investment Products (PRIIPs)

PRIIPSA

Packaged Retail and Insurance-based Investment Products (PRIIPs) Cancelled

Regulation (EU) 1286/2014, which applies from 1 January 2018, establishes additional measures in relation to the protection of investors offered packaged retail and insurance-based investment products (PRIIPs) when they consider making an investment. The Regulation applies in addition to MiFID II and IΜD II if the products offered to retail investors are covered by its scope of application. The main obligation which arises from the Regulation is the drawing up of a Key Information Document, which shall be provided to the investors in good time before those retail investors are bound by any contract or offer relating to that PRIIP.

Purpose of the seminar

  • The analysis of the provisions of the Regulation in order for the participants to understand its scope of application, i.e. for whish products the Regulation applies
  • The analysis of the content of the Key Information Document
  • The examination of the relationship between MiFID II and IMD II
  • The examination of other investor protection provisions (MiFID II) in order for the participants to have a general overview of their obligations.

Expected learning outcomes

The expected learning outcomes of the seminar:

  • Acquisition of special knowledge on the legislative requirements in the field of corporate governance of credit institutions and investment firms
  • Ability in addressing practical problems and related risks

Seminar Content

  • The new regulatory framework on PRIIPs/Scope of application
  • The obligations of PRIIPs manufacturers and PRIIPs distributors
  • The content of the Key Information Document Enforcement/Sanctions
Seminar Cancelled

If you need help completing the online registration form, please give us a call at 2227 4470 or email us at info@eimf.eu 

In-House Training

If you would like to discuss bringing this or another topic to your organization on an in-house basis please call us at 22274470 or email us at info@eimf.eu.

Who should attend

  • Banks’ managers/officers
  • Investment Services Companies managers/officers
  • Insurance Companies managers/officers
  • IT managers/officers of companies developing IT systems/applications for financial institutions in order for them to meet the regulatory requirements
  • Lawyers
  • Officers exercising control activities (internal auditors, inspectors, external auditors, operational risk managers etc)
  • Professionals wishing to work in Compliance in the future
  • Graduate or post graduate students
  • Professionals that wish to make an international career in Compliance and would like to have a broader picture of how Compliance works and its methodologies, at international level

Instructor: Christina Livada

Dr Christina K. Livada, Lecturer of Commercial Law, Special Legal Advisor of the Hellenic Association of Banking and Capital Markets

Dr Christina Livada is a Lecturer of commercial law at the Faculty of Law of the National and Kapodistrian University of Athens. Her main fields of specialization are company law, public and private banking and capital markets law, as well as consumer protection law. She is the author of several books and articles in the abovementioned fields.

 

Christina Livada is working for the last fifteen years at the Hellenic Bank Association as a Special Legal Advisor (currently on a part-time basis), responsible for the regulatory issues pertaining to banking, capital markets and consumer protection law. She is a member of the corporate governance Working Group of the Hellenic Corporate Governance Council for the review of the Greek Corporate Governance Code. She is also member of the Hellenic Association of Banking and Capital Markets Law and responsible for the content of the scientific Review Financial Law.

 

She obtained her PhD from the Faculty of Law of the National and Kapodistrian University of Athens in 2004. In 1996, she obtained her D.E.A. in International Law (International Private Law and Commercial Law) from the Panthéon-Assas University (Paris II). In 2000 she was awarded a research scholarship from the Swiss Institute of Comparative Law in Lausanne. In 1995 she completed her undergraduate studies at the Faculty of Law of the National and Kapodistrian University of Athens.