Silverfinch, Europe’s leading regulatory data exchange, has entered into an agreement with ICE Data Services, part of Intercontinental Exchange (NYSE:ICE), to allow ICE’s wealth, asset management and insurance clients to receive information required for the new MiFID II and Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations through ICE Data Services. The new rules come…

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As the leading data exchange serving the European regulatory market, we have an overview that few others can enjoy. We get to see the perspective of both those who provide data under MiFID II and those who need the data. These two groups can also generally be neatly broken down (at least regarding product governance…

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With MiFID II and PRIIPs fast approaching there will be winners and losers in the asset management industry. To be a winner, you must ensure you are servicing the regulatory needs of your clients. It’s basic economics that if you increase the cost of something it becomes less appealing. Therefore it should come as no…

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We have one major point to make about MiFID II – don’t be fooled into thinking that you can avoid it because the chances are, if you’re in any way involved in investments, then you’re going to have to take some action as a result of the new rules. There’s no easy way to magic…

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To understand what steps are needed before Mifid II comes into force. To learn how product governance will work under the new directive. To understand whose responsibility various aspects of Mifid II compliance will be. By CTO Ronan Brennan, this article originally appeared in FT Adviser. The Markets in Financial Instruments Directive II (Mifid II) is…

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J O Hambro Capital Management Limited (JOHCM), the international investment boutique has contracted Silverfinch to address the steep rise in regulatory reporting requirements the firm is facing. Silverfinch, the leading look-through and data distribution hub for client regulatory reporting, recently announced its unique quadruple data solution, providing regulatory support across PRIIPs, VAG, GroMiKV and Solvency…

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Part three of our blog on the overlap between the MiFID and PRIIPs regulations. Product Governance and Target Market Identification There is a clear alignment of principles in both PRIIPs and MiFID II on the identification of the target market for the product in question. Where MiFID II may go further is in the area of product…

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Silverfinch strengthens data model with PRIIPs templates Silverfinch, the leading look-through and data distribution hub for client regulatory reporting, has launched new templates to its data model in response to the upcoming Key Information Document (KID) regulation for Packaged Retail Investment and Insurance Products (PRIIPs). Both the European PRIIPs Template (EPT) and the Comfort European…

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MiFID & PRIIPs The decision to delay PRIIPs by a year means that this new regulatory system will come into force at the same time as MiFID II at the start of 2018. In this thought piece (part 1 of 3), CTO Ronan Brennan, outlines the operational overlap between these two testing and important sets…

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