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Version status: Applicable | Document consolidation status: Updated to reflect all known changes
Published date: 12 April 2017

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) (PRIIPs RTS)

On 30 June 2020, the European Supervisory Authorities published the Draft Final Report following consultation on draft regulatory technical standards to amend the PRIIPs KID (Concerning amendments to Commission Delegated Regulation (EU) 2017/653 of 8 March 2017 on key information documents (KID) for packaged retail and insurance-based investment products (PRIIPs)) (JC 2020 66) to amend the PRIIPs RTS.

Better Regulation has incorporated the proposed amendments into a condensed marked-up copy of the PRIIPs Delegated Regulation in advance of formal adoption (subject to change).

Recitals
Chapter I Content and presentation of the key information document (arts. 1-9)
Applicable
Article 1 General information section
Applicable
Article 2 'What is this product?' section
Applicable
Article 3 'What are the risks and what could I get in return?' section
Applicable
Article 4 'What happens if [the name of the PRIIP manufacturer] is unable to pay out?' section
Applicable
Article 5 'What are the costs?' section
Applicable
Article 6 'How long should I hold it and can I take my money out early?' section
Applicable
Article 7 'How can I complain?' section
Applicable
Article 8 'Other relevant information' section
Applicable
Article 9 Template
Chapter II Specific Provisions on the Key Information Documents by PRIIPs Offering a Range of Options for Investment (arts. 10-14)
Amended
Article 10 PRIIPs offering a range of options for investment
Amended
Article 11 'What is this product' section in the generic key information document
Amended
Article 12 'What are the risks and what could I get in return?' section in the generic key information document
Amended
Article 13 'What are the costs?' section in the generic key information document
Applicable
Article 14 Specific information on each underlying investment option
Chapter IIa Specific Provisions on the Key Information Documents by Certain UCITS and AIFs (arts. 14a-14e)
In force
Article 14a Investment compartments of UCITS or AIFs
In force
Article 14b Share classes of UCITS or AIFs
In force
Article 14c UCITS or AIFs as fund of funds
In force
Article 14d Feeder UCITS
In force
Article 14e Structured UCITS or AIF
Chapter III Review and revision of the key information document (arts. 15-16)
Applicable
Article 15 Review
Applicable
Article 16 Revision
Chapter IV Delivery of the key information document (arts. 17-18)
Applicable
Article 17 Conditions on good time
Amended
Article 18 Final Provision
Chapter IVa Cross-References (art. 17a)
In force
Article 17a Use of cross-references to other sources of information
Applicable
Annex I Template for the key information document
Applicable
Annex II Methodology for the presentation of risk
Applicable
Annex III Presentation of SRI
Applicable
Annex IV Performance scenarios
Applicable
Annex V Methodology for the presentation of performance scenarios
Amended
Annex VI Methodology for the calculation of costs
Applicable
Annex VII Presentation of costs
Inserted
Annex VIII Content and presentation of past performance information
Done at