Version status: In force | Document consolidation status: Assimilated law updated to reflect all known changes

Published date: 10 July 2010

Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (Assimilated Law)

	Recitals
	Chapter I Subject matter and general principles (arts. 1-3)
	Article 1 Subject matter
	Article 1A Definitions
	Article 2 General principles
	Article 3 Principles regarding the key investor information document
	Chapter II Form and presentation of key investor information (arts. 4-6)
	Section 1 Title of document, order of contents and headings of sections (art. 4)
	Article 4 Title and content of document
	Section 2 Language, length and presentation (arts. 5-6)
	Article 5 Presentation and language
	Article 6 Length
	Chapter III Content of sections of the key investor information document (arts. 7-24)
	Section 1 Objectives and investment policy (art. 7)
	Article 7 Specific contents of the description
	Section 2 Risk and reward profile (arts. 8-9)
	Article 8 Explanation of potential risks and rewards, including the use of an indicator
	Article 9 Principles governing the identification, explanation and presentation of risks
	Section 3 Charges (arts. 10-14)
	Article 10 Presentation of charges
	Article 11 Explanation of charges and a statement about the importance of charges
	Article 12 Additional requirements
	Article 13 Specific cases
	Article 14 Cross-referencing
	Section 4 Past performance (arts. 15-19)
	Article 15 Presentation of past performance
	Article 16 Past performance calculation methodology
	Article 17 Impact and treatment of material changes
	Article 18 Use of a benchmark alongside the past performance
	Article 19 Use of 'simulated' data for past performance
	Section 5 Practical information and cross-references (arts. 20-21)
	Article 20 Content of 'practical information' section
	Article 21 Use of cross-references to other sources of information
	Section 6 Review and revision of the key investor information document (arts. 22-24)
	Article 22 Review of key investor information
	Article 23 Publication of the revised version
	Article 24 Material changes to the charging structure
	Chapter IV Particular UCITS structures (arts. 25-37)
	Section 1 Investment compartments (art. 25)
	Article 25 Investment compartments
	Section 2 Share classes (arts. 26-27)
	Article 26 Key investor information document for share classes
	Article 27 Practical information section
	Section 3 Fund of funds (arts. 28-30)
	Article 28 Objectives and investment policy section
	Article 29 Risk and reward profile
	Article 30 Charges section
	Section 4 Feeder UCITS (arts. 31-35)
	Article 31 Objectives and investment policy section
	Article 32 Risk and reward profile section
	Article 33 Charges section
	Article 34 Practical information section
	Article 35 Past performance
	Section 5 Structured UCITS (arts. 36-37)
	Article 36 Performance scenarios
	Article 37 Length
	Chapter V Durable medium (art. 38)
	Article 38 Conditions applying to the provision of a key investor information document or a prospectus in a durable medium other than paper or by means of a website
	Chapter VI Final provisions (art. 39)
	Article 39 Entry into force
	Annex I Requirements related to the presentation of the synthetic indicator
	Annex II Presentation of charges
	Annex III Presentation of the past performance information
	Done at