icon-grid
Better Regulation logo
Table of Contents

Table of Contents

Expand all headings Collapse all headings Expand side bar Collapse side bar
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 (PRIIPs RTS) (Assimilated Law)RecitalsChapter I Content and presentation of the key information document (arts. -2-9)xxxArticle -2 InterpretationArticle -1 DefinitionsArticle 1 General information sectionArticle 2 'What is this product?' sectionArticle 3 'What are the risks and what could I get in return?' sectionArticle 4 'What happens if [the name of the PRIIP manufacturer] is unable to pay out?' sectionArticle 5 'What are the costs?' sectionArticle 6 'How long should I hold it and can I take my money out early?' sectionArticle 7 'How can I complain?' sectionArticle 8 'Other relevant information' sectionArticle 9 TemplateChapter II Specific provisions on the key information document (arts. 10-14)Article 10 PRIIPs offering a range of options for investmentArticle 11 'What is this product' section in the generic key information documentArticle 12 'What are the risks and what could I get in return?' section in the generic key information documentArticle 13 'What are the costs?' section in the generic key information documentArticle 14 Specific information on each underlying investment optionChapter III Review and revision of the key information document (arts. 15-16)Article 15 ReviewArticle 16 RevisionChapter IV Delivery of the key information document (arts. 17-18)Article 17 Conditions on good timeArticle 18 Final ProvisionAnnex I Template for the key information documentAnnex II Methodology for the presentation of riskAnnex III Presentation of SRIAnnex IV Performance scenariosAnnex IVA Performance InformationAnnex V Methodology for the presentation of performance scenariosAnnex VI Methodology for the calculation of costsAnnex VII Presentation of costsRTS TP 1 - Transitional provisionsDone at
Document Overview
Tools
Set a date to view the document
Text comparison options
Full text - Date 1 vs Date 2
Amendments requiring commencement - Current text vs Text requiring commencement
Draft proposed changes - Current text vs Text proposed by drafting documents
Coming soon: Any documents - Any document vs Another document at any date
Print / Export options
Current page
Whole document
Selected pages
Consolidated PDF of the entire document as of 10th January 2025
Original PDF
Export
Export line by line
Export provision to provision
Report template
Create report template
Alert me to changes
Manage alerts
Bookmarks
This page
This document
Manage bookmarks
Search within this document
View previous searches
Share
Get page link
Share via email application
PreviousNext
Version status: In force | Document consolidation status: Assimilated law updated to reflect all known changes
Version date: 25 March 2022 - onwards
Version 2 of 2

Annex III Presentation of SRI

An updated pdf reflecting the amendments by Annex E to FCA 2022/7 - Packaged Retail and Insurance-Based Investment Products (Scope Rules and Technical Standards) Instrument 2022 is not currently available.

PreviousNext