Supporting documentation

Getting help with your Reporting

Full documents and guidance for the Reporting Framework can be found below. If you require further support, please contact the Reporting and Assessment team by emailing or calling +44 (0) 203 714 3187. 


Reporting Framework documents [English]

Guide to the Online Reporting Tool 

Overview and Guidance to PRI Reporting Framework

Main Definitions to PRI Reporting Framework

Indirect Investor Data Collection Form  - for signatories collecting information from asset consultants or fiduciary managers

Word limits in the 2019 Reporting Framework - a complementary document to the Reporting Framework in Word and PDF



Download the Reporting Framework (all languages)


Below are links to the documents for the 2019 Reporting Framework

English: Full PRI reporting Framework 2019 (as single PDF file. Also available as separated Word files)

Japanese: Full PRI reporting Framework 2019 (Word files) 

French: Full PRI reporting Framework 2019 (Word files)

Portuguese: Full PRI reporting Framework 2019 (Word files)


Historical copies of the 2018 Reporting Framework:

English: Full PRI reporting Framework 2018 (PDF)

Japanese: Full PRI reporting Framework 2018 (PDF) 

Portuguese: Full PRI Reporting Framework 2018 (PDF)






Supporting documentation for Service Providers