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PRIIPs
European ESG Template

RISK TECHNOLOGY FOR THE FINANCIAL INDUSTRY

SFDR pre-contractual and periodic disclosures

On 1 January 2023, the SFDR's regulatory technical standards will (finally) become applicable. An important part of the SFDR RTS are the reporting templates for Article 8 and Article 9 financial products. Each document has its separate template and corresponding rules that must be followed:

  • the pre-contractual document for Article 8 products,
  • the pre-contractual document for Article 9 products,
  • the periodic document for Article 8, and
  • the periodic document for Article 9 products.

RiskConcile has built an easy-to-use reporting solution that combines the EET and SFDR reporting templates. 

Compliant SFDR reporting made easy

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Compare 

Compare your SFDR reporting across dates and funds. Be comfortable on the accuracy and consistency of your data. 

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Customise design

Customise the lay-out and design of your templates. Store, consult and change your templates whenever you want.

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EET-integration

Centralise your EET and SFDR Reporting. Avoid inconsistencies and reduce the risk of manual errors. 

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Smart filtering and human expertise

A "smart" digital process guides you in completing all (and only) the required fields of the SFDR template. Get support from RiskConcile's subject matter experts.

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STEP 1: Upload

You provide the necessary EET-data/SFDR-data through our dedicated client platform. We are data-agnostic.

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STEP 2: Smart filtering

 
Digital guidance in completing the required fields.
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STEP 3: Compare

Compare your SFDR output across dates and funds. 

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STEP 4: Result

Export your SFDR reporting template.

“Leveraging years of experience with PRIIP KIDs and UCITS KIIDs, we have built a powerful reporting engine.”

Jan De Spiegeleer – CEO

 

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Why Choose RiskConcile


RiskConcile is a FinTech with a focus on Risk and Regulatory Technology. We combine a deep operational experience in the financial sector with a technological mindset. Our clients are mainly asset managers based across the globe and include multi-billion investment management firms, hedge funds, law firms, private equity funds and Big-4 audit firms.

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Operational Experience

Our team consists of former derivatives traders, asset managers, risk managers and private equity professionals.

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Client-Oriented

Having a technology-team in-house, we are able to adapt our solutions on-the-fly to accommodate clients if needed.

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Complexity

We have a strong experience with complex topics and data problems.

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Quick onboarding

We guarantee fast and efficient onboarding

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Pricing

We are proud to offer strong value for a competitive price.