2017R0653 - Summary
COMMISSION DELEGATED REGULATION (EU) 2017/653 of 8 March 2017 supplementing Regulation (EU) No 1286/2014 of the European Parliament and of the Council on key information documents for packaged retail and insurance-based investment products (PRIIPs) by laying down regulatory technical standards with regard to the presentation, content, review and revision of key information documents and the conditions for fulfilling the requirement to provide such documents (Text with EEA relevance)
Info
🇫🇷 French Version: 2017R0653_FR.0. Open the PDF. Direct link to URL.
CHAPTER I - CONTENT AND PRESENTATION OF THE KEY INFORMATION DOCUMENT
Article 1 - General information section Article 2 - ‘What is this product?’ section Article 3 - ‘What are the risks and what could I get in return?’ section Article 4 - ‘What happens if [the name of the PRIIP manufacturer] is unable to pay out?’ section Article 5 - ‘What are the costs?’ section Article 6 - ‘How long should I hold it and can I take my money out early?’ section Article 7 - ‘How can I complain?’ section Article 8 - ‘Other relevant information’ section Article 9 - Template
CHAPTER II - SPECIFIC PROVISIONS ON THE KEY INFORMATION DOCUMENTS BY PRIIPs OFFERING A RANGE OF OPTIONS FOR INVESTMENT
Article 10 - PRIIPs offering a range of options for investment Article 11 - ‘What is this product’ section in the generic key information document Article 12 - ‘What are the risks and what could I get in return?’ section in the generic key information document Article 13 - ‘What are the costs?’ section in the generic key information document Article 14 - Specific information on each underlying investment option
CHAPTER IIa - SPECIFIC PROVISIONS ON THE KEY INFORMATION DOCUMENTS BY CERTAIN UCITS AND AIFs
Article 14a - Investment compartments of UCITS or AIFs Article 14b - Share classes of UCITS or AIFs Article 14c - UCITS or AIFs as fund of funds Article 14d - Feeder UCITS Article 14e - Structured UCITS or AIF
CHAPTER III - REVIEW AND REVISION OF THE KEY INFORMATION DOCUMENT
Article 15 - Review Article 16 - Revision
CHAPTER IV - DELIVERY OF THE KEY INFORMATION DOCUMENT
Article 17 - Conditions on good time
CHAPTER IVa - CROSS-REFERENCES
Article 17a - Use of cross-references to other sources of information Article 18 - Final Provision
Annex I - TEMPLATE FOR THE KEY INFORMATION DOCUMENT Annex II - METHODOLOGY FOR THE PRESENTATION OF RISK Annex III - PRESENTATION OF SRI Annex IIII - PERFORMANCE SCENARIOS Annex V - METHODOLOGY FOR THE PRESENTATION OF PERFORMANCE SCENARIOS Annex VI - METHODOLOGY FOR THE CALCULATION OF COSTS Annex VII - PRESENTATION OF COSTS Annex VIII - CONTENT AND PRESENTATION OF PAST PERFORMANCE INFORMATION