Date-stamp loading
Version date: 6 June 2017 - onwards

Question 6 Cost components of products and PRIIPs calculation methodology [Last update: 6 June 2017]

Art. 24 of MiFID II Art. 50(2) of the MiFID II Delegated Regulation

Does the PRIIPs calculation methodology cover product cost components that need to be disclosed under MiFID II cost disclosure?

Answer 6

The PRIIPs calculation methodology is designed in such a way that it will capture all costs and charges incurred by a PRIIP. These costs relate to (i) one-off costs; (ii) ongoing costs, which include transaction costs incurred when trading and (iii) incidental costs, such as performance fees. With regard to transaction costs, the PRIIPs RTS provides for a detailed calculation methodology which ensures that both explicit and implicit transaction costs are captured. This would mean that PRIIPs manufacturers can provide all relevant information on an instrument’s cost components.

Comparing proposed amendment...