TEEPI helps with MiFID II, PRIIPs
January 31, 2018

The collaborative web platform TEEPI (Tailored Electronic Exchange Platform for Investors), designed by CACEIS in 2016 to enable insurers and management companies to exchange tripartite (TPT) files in connection with Solvency II, now enables clients to meet new regulatory obligations linked to PRIIPs (Packaged retail investment and insurance-based products) and MiFID II (markets in financial instruments directive II).

With TEEPI, financial institutions, management companies, distributors and other operators communicate with each other in a tailored and safe environment.

CACEIS says it has developed two data distribution methods in TEEPI: TEEPI LIVE allows files to be uploaded/downloaded interactively, individually or in bulk, according to the needs of users. TEEPI BOT performs these functions automatically across a defined scope and at specified frequency.

CACEIS adds that TEEPI's engine processes, analyzes and stores very large quantities of data in all kinds of format on a daily basis.

"Our goal was to streamline the collection of data from all our financial manager partners, in France and abroad, says Isabelle Perchereau, Head of Marketing and Financial Engineering at Predica: "CACEIS caters for our needs through the TEEPI platform, which allows us to easily collect the standardized data files required by the regulatory authorities."





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The collaborative web platform TEEPI (Tailored Electronic Exchange Platform for Investors), designed by CACEIS in 2016 to enable insurers and management companies to exchange tripartite (TPT) files in connection with Solvency II, now enables clients to meet new regulatory obligations linked to PRIIPs (Packaged retail investment and insurance-based products) and MiFID II (markets in financial instruments directive II).

With TEEPI, financial institutions, management companies, distributors and other operators communicate with each other in a tailored and safe environment.

CACEIS says it has developed two data distribution methods in TEEPI: TEEPI LIVE allows files to be uploaded/downloaded interactively, individually or in bulk, according to the needs of users. TEEPI BOT performs these functions automatically across a defined scope and at specified frequency.

CACEIS adds that TEEPI's engine processes, analyzes and stores very large quantities of data in all kinds of format on a daily basis.

"Our goal was to streamline the collection of data from all our financial manager partners, in France and abroad, says Isabelle Perchereau, Head of Marketing and Financial Engineering at Predica: "CACEIS caters for our needs through the TEEPI platform, which allows us to easily collect the standardized data files required by the regulatory authorities."



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