PRIIPS RTS IMPLEMENTATION – 1 January 2023

Phibonacci - Project Summary - Budget

Taking over the PRIIPS epic owner role on the project in order to deliver the project in a timely and qualitative manner. PRIIPs stands for Packaged Retail and Insurance-based Investment Products, which are investment products that retail investors can buy. The PRIIPs Regulation is a European Union regulation that aims to provide retail investors with […]

Phase-Out Business Accounts

Phibonacci - Project Summary - Budget

Carefully manage the phase-out of the Business Accounts (SME Business), as part of a strategic alignment, based on the proposed scenario (1-year period to avoid loss of fidelity premium).

Potential Acquisition of a Belgian Savings Accounts Portfolio

Phibonacci - Project Summary - Budget

Perform part of the due diligence on a Belgian Savings Accounts Portfolio offered on the market. Purpose was to assess the Operations and IT impact of a potential acquisition and to draft and negotiate an optimal operational transaction plan as part of the envisaged Asset Purchase Agreement (APA).

New Post Logon website

Phibonacci - Project Summary - Budget

Take the Product Owner role for the Post Logon website (secure website) of a Belgian retail savings direct bank.

Carve-out pension savings accounts and securities and TAK21 portfolios

Phibonacci - Project Summary - Budget

Participate in the final preparations of the Asset Purchase Agreement (APA) with the buyer, to make sure the carve-out and transfer of funds and bonds investment portfolios and pension savings accounts (PSA) can be executed and to start the preparations for the execution on the seller’s side. The assignment was extended with managing the execution […]

Strategic alignment – products and segments

Phibonacci - Project Summary - Budget

Investigate the alignment of products offered and customer segments serviced with the client’s newly defined strategy map. Prepare action plans and project plans to perform rationalizations decided upon.

Project Portfolio Management

Phibonacci - Project Summary - Budget

Build an aggregated project portfolio overview in terms of content, timelines, resourcing, risks and interdependencies. Initiate proper project portfolio management and resource planning to ensure both local and global programmes and projects can be managed and executed in an efficient manner.

Compliance Framework

Phibonacci - Project Summary - Budget

Draw-up a multi-dimensional picture of the current compliance framework with reference to legislation, policies, processes, data storage, roles and responsibilities, systems etc.

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