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European
Legislation (EU)
EU Regulations
2017
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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) (PRIIPs RTS)
Recitals
Chapter I Content and presentation of the key information document (arts. 1-9)
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 (arts. 10-14)
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 (arts. 14a-14e)
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 (arts. 15-16)
Article 15 Review
Article 16 Revision
Chapter IV Delivery of the key information document (arts. 17-18)
Article 17 Conditions on good time
Article 18 Final Provision
Chapter IVa Cross-References (art. 17a)
Article 17a Use of cross-references to other sources of information
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
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https://service.betterregulation.com/document/274778
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)
Chapter III Review and revision of the key information document (arts. 15-16)
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Chapter III Review and revision of the key information document (arts. 15-16)
Article 15 Review
Article 16 Revision
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