Since 2018, packaged retail and insurance-based investment products (PRIIPs) must be handed out to private investors during the advisory meeting.

Up to now, insurance policies and certificates in particular have been subject to this regulation. Funds will be added from 2023. Together with the German Numbering Agency Wertpapier-Mitteilungen, we have developed the largest database in Europe that supports every sales process in terms of the legal requirements.

Industry solution for manufacturers and distributors

The EDH procures, distributes and archives multilingual KIDs and other regulatory documents, such as Key Investor Information Documents for funds (KIIDs), in near-time and additionally provides manufacturers and distributors with all necessary basic data via the WM master data feeds from a single source.

The primary goal of EDH is to provide sales offices with the documents necessary for the sales process in a simple manner and to integrate them into existing systems.

The target group of the EDH includes: