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Version status: In force | Document consolidation status: Updated to reflect all known changes
Version date: 5 December 2008 - onwards
Version 3 of 3

Regulation 9 Disclosure of information in relation to trust RACs - general requirements relating to information to be made available to individuals under articles 10 to 15.

(1) The trustees of a trust RAC shall furnish in writing the information specified in Schedules D to H to these Regulations to the persons specified and in the circumstances specified in articles 10 to 15.

(2) The information to be furnished by the trustees under articles 10 to 15 shall, except where otherwise specified in these Regulations, relate to a date specified for this purpose by the trustees, not being a date earlier than 12 months before the date on which such information is so furnished.

(3) When any information specified in Schedules D to H is provided, it shall be accompanied by a written statement that further information about the trust RAC is available giving the name and address of the person to whom enquiries should be sent.

(4) Where there is a right to request the method of calculation of any benefit, the information in respect of which is to be furnished under articles 10 to 15, such information shall be accompanied by a written statement that the calculation method is available upon request.

(5) The trustees of a trust RAC shall furnish in writing the information specified in Schedules D to H to the same extent to or in respect of trust RAC members who move to another Member State as to or in respect of trust RAC members who remain within the State.