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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)- Recitals
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
- CHAPTER III — REVIEW AND REVISION OF THE KEY INFORMATION DOCUMENT
- CHAPTER IV — DELIVERY OF THE KEY INFORMATION DOCUMENT
- CHAPTER IVa — CROSS-REFERENCES
- Final
- ANNEX I — TEMPLATE FOR THE KEY INFORMATION DOCUMENT
- ANNEX II — METHODOLOGY FOR THE PRESENTATION OF RISK
- ANNEX III — PRESENTATION OF SRI
- ANNEX IV — 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