Abstract black and white pattern with dots and lines

Free PRIIP checklist, designed for Regulatory & Compliance teams that need secure and efficient KID reporting.

Screenshot of the PRIIP Checklist

Why this Checklist?

Regulatory changes, new calculation rules, and complex scenarios make PRIIP and KID creation a demanding process.

What’s inside the Checklist

When and under which conditions a KID must be created

Which risk and performance scenarios are required under PRIIP regulations

Which data sources, formats, and calculation bases are needed

How to ensure regulatory compliance for updates and version control

Our checklist helps you implement all key requirements clearly and reliably.

Typical Challenges in the PRIIP Process

Trust in the Numbers

Transparent models with no “black box” risk

Testability

Full calculation before go-live and audit-ready

Regulatory Updates

Automatic triggers instead of outdated KIDs

Traceability

Clear results without technical overhead

Documentation Requirement

Audit-proof records for regulators

Reliable Data Supply

Complete, cleaned time series

Integrated Worklows

From input to archiving within the tool

How does UnRısk PRIIPS work

The UnRısk FACTORY calculation module automatically handles the calculation of PRIIP metrics.

  1. Set up the instruments – define the parameters
  2. Set up a scheduled task that runs daily to calculate the PRIIP figures

The result provides current and verified data for the KIDs at all times.

The system creates the regulatory required KIDs based on the calculated data.

  1. Assign templates – one template can be used for multiple instruments
  2. Automatic filling – results are automatically transferred into the KID template
  3. Preview & publication – review the KID, approve it, and store it with revision security

Result: KIDs are created efficiently and in an audit-proof way.

Frequently asked Questions

What is UnRısk PRIIPs?

UnRısk PRIIPs is a specialized software solution for creating, calculating, and managing Key Information Documents (KIDs) in line with the PRIIPs Regulation. The solution combines a powerful calculation engine with a flexible front end for compliance teams, banks, and asset managers.

Which regulatory standards does UnRısk PRIIPs support?

UnRısk PRIIPs supports calculations and processes in accordance with the currently valid regulatory standards of the PRIIPs Regulation. This includes all mandatory EU requirements as well as the latest technical standards from the European Supervisory Authorities.

How does KID creation work with UnRısk PRIIPs?

You select a product, upload the required data, or connect via an interface. UnRısk automatically calculates all key figures (SRI, scenarios, costs) and generates a complete KID. The KID can then be exported or archived immediately.

Which data formats are supported?

Excel import and export
CSV files
Structured XML or JSON output (e.g., for reporting or archiving)

Is UnRısk PRIIPs audit-proof and suitable for regulatory reviews?

Yes. All calculations, versions, and data changes are fully documented. Exports and logs are available for internal audits, external auditors, or regulatory authorities.

How can UnRısk be integrated into our systems?

Through flexible interfaces, UnRısk PRIIPs can be integrated into existing systems. Automated batch processes are also possible.

Which products is UnRısk PRIIPs suitable for?

UnRısk PRIIPs supports PRIIP products in categories 1–3, including structured products, derivatives, funds, bonds, and similar investment types.

How quickly can UnRısk PRIIPs be implemented?

Implementation takes just a few weeks, depending on the setup. A pilot project can often start within a few days.

How is the validation of data and results carried out?

Validation is performed together with you. We review and check the plausibility of the results step by step to ensure they are technically correct, complete, and transparent.

Who can support me during implementation?

Our team personally guides you through the introduction of UnRısk PRIIPs, from initial setup to test runs and live operation. You will work with experienced contacts who understand both regulatory requirements and your internal workflows. Depending on your needs, we can also assist with data integration, validation, or customization.

Ready to simplify your PRIIPs prozesses?

Book a personal consultation now – non-binding, tailored to your requirements.