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12.8.4 Particular UCITS structures (Chapter IV – Articles 25 to 37 of the UCITS Regulation 583/2010)

Closed
13 January 2020

New Articles to be inserted on Particular UCITS Structures:

Investment compartments

1. Where a UCITS or AIF consists of two or more investment compartments a separate key information document shall be produced for each individual compartment.

2. Each key information document referred to in paragraph 1 shall indicate within the ‘What is this product’ section the following information:

(a) that the key information document describes a compartment of a UCITS or AIF, and, if it is the case, that the prospectus and periodic reports are prepared for the entire UCITS or AIF named at the beginning of the key information document;

(b) whether or not the assets and liabilities of each compartment are segregated by law and how this might affect the investor;

(c) whether or not the investor has the right to exchange his investment in units in one compartment for units in another compartment, and if so, where to obtain information about how to exercise that right.

3. Where the management compan

Comparing proposed amendment...