The Personal Investment Management & Financial Advice Association (PIMFA)

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Product Disclosure

PRIIPs (Packaged Retail and Insurance-based Investment Products) ensuring transparent, standardised information for retail investors on investment products.

Visit the Product Disclosure dedicated microsite on this topic

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Response to the Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 9, 2025
In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a…
£300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30) - 15th Jan 2026 (12:30)
CPD: 3 Location: Virtual
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £750.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 3 Location: London excel
The CRO Forum is a high-level discussion group, formed and attended by senior professional risk managers from participating PIMFA member...

PIMFA Response to FCA CP24/30 A new product information framework for Consumer Composite Investments

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 20, 2025

The Year That Was To Come: KPMG’s Regulatory Reflections and Predictions

In this podcast, Philip Deeks, Head of KPMG's Regulatory Insight Centre, shares how PIMFA member firms can snatch victory from...
13/02/2025

PIMFA Response to HM Treasury: PRIIPs and UK Retail Disclosure

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: March 7, 2023

PIMFA Response to FCA DP22/6: Future Disclosure Framework

Paper Type: PIMFA Discussion Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 7, 2023

PIMFA’s response to FCA CP21/23: PRIIPs – Proposed scope rules and amendments to RTS

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: September 29, 2021

PIMFA’s response to ESMA; Consultation on amending the PRIIPs KID

Paper Type: PIMFA Response Papers
Recipients: European Securities and Markets Authority (ESMA)
Month Published: December 10, 2019

Building an effective compliance program

In this podcast episode we speak with Jason Cropper, Global Head of Commercial, GRC at PIMFA associate member firm Mitratech,...
02/12/2019

PIMFA response to ESAs’ Joint Consultation Paper concerning amendments to the PRIIPs KID

Paper Type: PIMFA Response Papers
Recipients: European Securities and Markets Authority (ESMA)
Month Published: December 6, 2018

PIMFA’s Response to FCA: Call for Input: PRIIPs Regulation – addendum to the PIMFA Response

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: October 12, 2018
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