{"id":6445,"date":"2015-05-19T15:50:14","date_gmt":"2015-05-19T15:50:14","guid":{"rendered":"http:\/\/www.worldflow.net\/?page_id=6005"},"modified":"2015-05-19T15:50:14","modified_gmt":"2015-05-19T15:50:14","slug":"kid-management","status":"publish","type":"page","link":"https:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/","title":{"rendered":"KIID Management"},"content":{"rendered":"

[et_pb_section admin_label=”section” transparent_background=”off” background_color=”#ffffff” inner_shadow=”off” parallax=”off” parallax_method=”off” module_id=”connect-text”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Header” background_layout=”light” text_orientation=”left” module_id=”header-title”]<\/p>\n

Key Information Document Management<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”2_3″][et_pb_text admin_label=”Introduction” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]<\/p>\n

What are Key Information Documents?<\/span><\/h2>\n

At the start of 2017 new regulatory requirements come into force that will\u00a0change the way that\u00a0many\u00a0structured products are marketed and sold. From 1st<\/sup> January manufacturers and distributors operating in the retail market will be required to provide investors with a \u201cKey Information Document\u201d that clearly states the features, costs and investment risks of each product (for further information on these regulations please refer to our\u00a0KIID Resource Page<\/a>\u00a0).<\/p>\n

What is required?<\/span><\/h2>\n

Whilst the precise make-up of a KID\u00a0is open to interpretation\u00a0the scale of this new requirement is becoming abundantly\u00a0clear. The big\u00a0factor contributing to the additional workload from\u00a0KIDs\u00a0is that they\u00a0are dynamic documents and therefore\u00a0have to be\u00a0\u00a0regularly reviewed throughout \u00a0the life-cycle of each\u00a0issue. In essence, this means that a KID for even the\u00a0simplest product might require updating\u00a0on a monthly basis and those with more \u00a0complex underlyers and features more regularly than that. Even a relatively modest output of new issues per\u00a0year can soon scale to a significant volume of documentation that must be generated, distributed, reviewed, updated, re-issued\u00a0and re-distributed on a variable time basis; and if that were not enough of a challenge the whole process must also be audited. The net result is that when it comes to sizing\u00a0the impact of KID production\u00a0there are two major factors to take into account, firstly how many times will the KID be updated and re-issued per year and secondly the cumulative effect of continuing to issue products in the following years. Even using\u00a0conservative factors\u00a0that would result in\u00a0KID production in the third year being\u00a0at least three times the volume of that in the first year.<\/p>\n

How can worldflow tradingFlow\u00a0help?<\/span><\/h2>\n

The key to managing large volumes of KID documentation lies in\u00a0standardisation and automation.\u00a0Whilst KIDs are dynamic documents, generating updated versions will require\u00a0changing relatively small amounts of data in most cases. The template driven document creation and revision processes developed\u00a0by worldflow are ideal for managing this type\u00a0of requirement. Automating KID production with tradingFlow’s\u00a0Launchpad\u00a0provides a scalable, cost effective solution\u00a0to delivering\u00a0KIDs seamlessly alongside\u00a0existing business processes.<\/p>\n

Launchpad is highly configurable with a wealth of functionality already built in so our solutions are designed to deliver on-time and on-budget value to our clients. To find out more about our solutions please contact\u00a0us directly to arrange an online demonstration.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″][et_pb_image admin_label=”Image” src=”http:\/\/betaworldflownet.local\/wp-content\/uploads\/2015\/01\/imac-2-with-launchpad.jpg” show_in_lightbox=”on” url_new_window=”off” animation=”right” sticky=”on”] [\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_video admin_label=”Video” src=”http:\/\/betaworldflownet.local\/wp-content\/uploads\/2015\/05\/worldflow-Connect-KID-Production-Rolling-Demo.mp4″] [\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”1_3″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left”] [gview file=”http:\/\/betaworldflownet.local\/wp-content\/uploads\/2015\/05\/worldflow-Connect-for-Key-Information-Document-Management.pdf”] [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″][\/et_pb_column][et_pb_column type=”1_3″][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Key Information Document Management What are Key Information Documents? At the start of 2017 new regulatory requirements come into force that will\u00a0change the way that\u00a0many\u00a0structured products are marketed and sold. From 1st January manufacturers and distributors operating in the retail market will be required to provide investors with a \u201cKey Information Document\u201d that clearly states […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":6339,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","_mi_skip_tracking":false},"yoast_head":"\nKIID Management - worldflow Connect<\/title>\n<meta name=\"description\" content=\"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KIID Management - worldflow Connect\" \/>\n<meta property=\"og:description\" content=\"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients\" \/>\n<meta property=\"og:url\" content=\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/\" \/>\n<meta property=\"og:site_name\" content=\"worldflow Connect\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/\",\"url\":\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/\",\"name\":\"KIID Management - worldflow Connect\",\"isPartOf\":{\"@id\":\"http:\/\/betaworldflownet.local\/#website\"},\"datePublished\":\"2015-05-19T15:50:14+00:00\",\"dateModified\":\"2015-05-19T15:50:14+00:00\",\"description\":\"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients\",\"breadcrumb\":{\"@id\":\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\/\/betaworldflownet.local\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"tradingFlow\",\"item\":\"http:\/\/betaworldflownet.local\/tradingflow\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Launchpad – Structured Products Documentation\",\"item\":\"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"KIID Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/betaworldflownet.local\/#website\",\"url\":\"http:\/\/betaworldflownet.local\/\",\"name\":\"worldflow Connect\",\"description\":\"Research Management and Distribution Solutions\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/betaworldflownet.local\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"KIID Management - worldflow Connect","description":"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/","og_locale":"en_US","og_type":"article","og_title":"KIID Management - worldflow Connect","og_description":"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients","og_url":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/","og_site_name":"worldflow Connect","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/","url":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/","name":"KIID Management - worldflow Connect","isPartOf":{"@id":"http:\/\/betaworldflownet.local\/#website"},"datePublished":"2015-05-19T15:50:14+00:00","dateModified":"2015-05-19T15:50:14+00:00","description":"KIID Generation with Launchpad provides a fully automated process to generate KIIDs for all structured products on a regular timed basis for clients","breadcrumb":{"@id":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/"]}]},{"@type":"BreadcrumbList","@id":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/kid-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"http:\/\/betaworldflownet.local\/"},{"@type":"ListItem","position":2,"name":"tradingFlow","item":"http:\/\/betaworldflownet.local\/tradingflow\/"},{"@type":"ListItem","position":3,"name":"Launchpad – Structured Products Documentation","item":"http:\/\/betaworldflownet.local\/tradingflow\/structuredproducts\/"},{"@type":"ListItem","position":4,"name":"KIID Management"}]},{"@type":"WebSite","@id":"http:\/\/betaworldflownet.local\/#website","url":"http:\/\/betaworldflownet.local\/","name":"worldflow Connect","description":"Research Management and Distribution Solutions","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"http:\/\/betaworldflownet.local\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/pages\/6445"}],"collection":[{"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/comments?post=6445"}],"version-history":[{"count":0,"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/pages\/6445\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/pages\/6339"}],"wp:attachment":[{"href":"https:\/\/betaworldflownet.local\/wp-json\/wp\/v2\/media?parent=6445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}