Commission Delegated Regulation (EU) 2021/473 of 18 December 2020 supplementing R... (32021R0473)
Commission Delegated Regulation (EU) 2021/473 of 18 December 2020 supplementing Regulation (EU) 2019/1238 of the European Parliament and of the Council with regard to regulatory technical standards specifying the requirements on information documents, on the costs and fees included in the cost cap and on risk-mitigation techniques for the pan-European Personal Pension Product (Text with EEA relevance)
- COMMISSION DELEGATED REGULATION (EU) 2021/473
- of 18 December 2020
- supplementing Regulation (EU) 2019/1238 of the European Parliament and of the Council with regard to regulatory technical standards specifying the requirements on information documents, on the costs and fees included in the cost cap and on risk-mitigation techniques for the pan-European Personal Pension Product
- (Text with EEA relevance)
- CHAPTER I
- Article 1
- Presentation of information documents in an online environment
- Article 2
- Layering of information
- CHAPTER II
- Article 3
- Section titled ‘What is this product?’
- Article 4
- Section titled ‘What are the risks and what could I get in return?’
- Article 5
- Section titled ‘What are the costs?’
- Article 6
- Standard layout of the PEPP KID
- CHAPTER III
- Article 7
- Review of the PEPP KID
- Article 8
- Revision of the PEPP KID
- Article 9
- Provision of the PEPP KID
- CHAPTER IV
- Article 10
- Presentation of the PEPP Benefit Statement
- Article 11
- Standard layout of the PEPP Benefit Statement
- CHAPTER V
- Article 12
- Types of costs and fees for the Basic PEPP
- Article 13
- Costs and fees for guarantees the Basic PEPP
- CHAPTER VI
- Article 14
- Objective of the risk-mitigation techniques
- Article 15
- Life-cycling
- Article 16
- Establishing reserves
- Article 17
- Minimum-return guarantees
- Article 18
- Holistic assessment of the PEPP’s risks and rewards
- Article 19
- Entry into force
- ANNEX I
- TEMPLATE FOR THE PEPP KEY INFORMATION DOCUMENT
- ANNEX II
- TEMPLATE FOR THE PEPP BENEFIT STATEMENT
- ANNEX III
- INPUTS, ASSUMPTIONS AND METHODOLOGIES
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