PRIIPs and MiFID II - M&G data and processes

M&G currently supports the European PRIIPs Template (EPT) and European MiFID Template (EMT), which are the data exchange templates endorsed by EFAMA to facilitate the dissemination of this information. We will however continue to review the support of other templates and provide updates in due course.

The purpose of this webpage is to make EPT data available to insurers wrapping M&G funds, and EMT data available to distributors & clients, to ensure that they are able to meet their regulatory obligations. The page also provides a summary document of the M&G Product Approval Process. Centred around client needs, the product development life cycle covers the key stages of product launches and their review. At the Feasibility stage, analysis of the proposition includes identification of the target market which informs product design and the overall launch proposal.

Please note that a revised EPT and EMT file will be made available each month for collection. There is also an additional EPT Supplementary Document File below, which contains details of our fund’s Investment Objectives and Policies for those funds where the information contained in our current UCITS KIID documents does not fall within the character limit restrictions prescribed in the EPT template.

Should you have any further questions, please contact your Sales contact in the first instance.

Clients should make an independent assessment as to whether or not the PRIIPs and MiFID II data provided is fit for their own purposes.

European MiFID Template (EMT)