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MiFID II Product Governance and Preparation of Key Information Documents (KID) of PRIIPS

 

This program is intended for Investment Professionals engaged in designing and selling financial products, and for Compliance Professionals who need to monitor the promotion of such financial products to investors.

 

The programme offers a detailed overview of the Products Governance Requirements and the required components of the Key Investor Document (KID) for PRIPS (Packaged Retail Investment Products).

 

 

Training Objectives

 

Upon completion of the programme participants will be able to:

  • Understand the regulatory requirements for manufacturing and distributing financial products
  • Distinguish between the responsibilities of manufacturers and distributors of financial products
  • Identify which products are affected
  • Comprehend the compliance requirements for the various professionals involved
  • Manage and avert potential conflicts of interest
  • Examine the various stages of product governance
  • Identify PRIPS products and the need for having a KID
  • Examine the main components of a KID and the required content

 


MiFID II Product Governance and Preparation of Key Information Documents (KID) of PRIIPS



For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.


Start
May 26, 2021 2:30 pm
End
May 26, 2021 8:00 pm
Address
CMS Training Centre, 7 Argyris Eftaliotis Limassol, Cyprus   View map
Phone
+357-22274470
Email
info@eimf.eu
CPD Units
5
Duration
5 hours
Fees
€180 + VAT

Schedule

Wednesday 26/05/2021 - 14:30-20:00

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Description

Event Details

 

This program is intended for Investment Professionals engaged in designing and selling financial products, and for Compliance Professionals who need to monitor the promotion of such financial products to investors.

 

The programme offers a detailed overview of the Products Governance Requirements and the required components of the Key Investor Document (KID) for PRIPS (Packaged Retail Investment Products).

 

 

Training Objectives

 

Upon completion of the programme participants will be able to:

  • Understand the regulatory requirements for manufacturing and distributing financial products
  • Distinguish between the responsibilities of manufacturers and distributors of financial products
  • Identify which products are affected
  • Comprehend the compliance requirements for the various professionals involved
  • Manage and avert potential conflicts of interest
  • Examine the various stages of product governance
  • Identify PRIPS products and the need for having a KID
  • Examine the main components of a KID and the required content

 

Speaker
Demetris Nicolaou

Demetris is the Executive Director and Portfolio Manager at Hanseatic Capital Management, a fund management company. Before his appointment at Hanseatic, Demetris was the Chief Financial Officer of D. Nicolaou & Sons Ltd. He also worked at Alpha Bank as Head of Asset Management and in the USA at Emerging Markets Management as Co-Portfolio Manager. Demetris is a Non-Executive Director of Axia Ventures, an investment banking firm. He previously served as President of the CFA Society of Cyprus.

He is a CFA Charterholder and holds the advanced Certificate of Professional Competence from CySEC. He also acquired the Certificate in Company Direction from the Institute of Directors, UK. Moreover, he is a Certified Trainer by the Human Resource Development Authority (HRDA). Demetris Nicolaou holds a Bachelor’s Degree in Finance & Economics and an MBA from the American University in Washington, DC.
See all courses by Demetris Nicolaou

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