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Key Information Documents (KIDs)

The key information documents (KIDs) below are being provided pursuant to European Union ("EU") regulation No. 1286/2014. This regulation requires the development of KIDs for packaged retail and insurance-based investment products (PRIIPs), which include options and futures products cleared by OCC. KIDs are intended to provide EU retail investors with an overview of the PRIIP, including a risk assessment and starting on January 1, 2018 must be delivered to retail investors in the language of the investor's home country in advance of the purchase or sale of a PRIIP by the person advising on or selling the PRIIP.

Translated versions of KIDs for OCC cleared products can be viewed from the language dropdown.

Annual reviews of Key Information Documents were completed in December 2018 and 2019.