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New version applies from 12/04/2017.
56 provisions change.
Later versions: 02/05/2017, 01/08/2018, 28/11/2019, 01/01/2022, 14/07/2022, 01/01/2023.
Commission Delegated Regulation (EU) 2017/653
14/07/2022 → 01/01/2023: 7 inserted · 0 removed · 19 amended · 1 moved · 0 renamed · 37 unchanged
Position-only shifts inside the same heading are not changes. Amended = the printed text changed.
Preamble
Preamble · 1 unchanged
Recitals
Recitals · 30 unchanged
Recital 1 · Recital 2 · Recital 3 · Recital 4 · Recital 5 · Recital 6 · Recital 7 · Recital 8 · Recital 9 · Recital 10 · Recital 11 · Recital 12 · Recital 13 · Recital 14 · Recital 15 · Recital 16 · Recital 17 · Recital 18 · Recital 19 · Recital 20 · Recital 21 · Recital 22 · Recital 23 · Recital 24 · Recital 25 · Recital 26 · Recital 27 · Recital 28 · Recital 29 · Recital 30
Chapter I - CONTENT AND PRESENTATION OF THE KEY INFORMATION DOCUMENT
- amended Article 1 - General information section Chapter I
- amended Article 2 - ‘What is this product?’ section Chapter I
- amended Article 3 - ‘What are the risks and what could I get in return?’ section Chapter I
- amended Article 5 - ‘What are the costs?’ section Chapter I
- amended Article 8 - ‘Other relevant information’ section Chapter I
Chapter II - SPECIFIC PROVISIONS ON THE KEY INFORMATION DOCUMENTS BY PRIIPs OFFERING A RANGE OF OPTIONS FOR INVESTMENT renamed was “Chapter II - SPECIFIC PROVISIONS ON THE KEY INFORMATION DOCUMENT”
- amended Article 10 - PRIIPs offering a range of options for investment Chapter II
- amended Article 11 - ‘What is this product’ section in the generic key information document Chapter II
- amended Article 12 - ‘What are the risks and what could I get in return?’ section in the generic key information document Chapter II
- amended Article 13 - ‘What are the costs?’ section in the generic key information document Chapter II
- amended Article 14 - Specific information on each underlying investment option Chapter II
Chapter IIA - SPECIFIC PROVISIONS ON THE KEY INFORMATION DOCUMENTS BY CERTAIN UCITS AND AIFs inserted
- inserted Article 14a - Investment compartments of UCITS or AIFs Chapter IIA
- inserted Article 14b - Share classes of UCITS or AIFs Chapter IIA
- inserted Article 14c - UCITS or AIFs as fund of funds Chapter IIA
- inserted Article 14d - Feeder UCITS Chapter IIA
- inserted Article 14e - Structured UCITS or AIF Chapter IIA
Chapter III - REVIEW AND REVISION OF THE KEY INFORMATION DOCUMENT
- amended Article 15 - Review Chapter III
Chapter III · 1 unchanged
Chapter IV - DELIVERY OF THE KEY INFORMATION DOCUMENT
Chapter IV · 1 unchanged
Chapter IVA - CROSS-REFERENCES inserted
- inserted Article 17a - Use of cross-references to other sources of information Chapter IVA
- amendedmoved Article 18 - Final Provision Chapter IVA from Chapter IV
Annexes
- amended Annex I - TEMPLATE FOR THE KEY INFORMATION DOCUMENT
- amended Annex II - METHODOLOGY FOR THE PRESENTATION OF RISK
- amended Annex III - PRESENTATION OF SRI
- amended Annex IV - PERFORMANCE SCENARIOS
- amended Annex V - METHODOLOGY FOR THE PRESENTATION OF PERFORMANCE SCENARIOS
- amended Annex VI - METHODOLOGY FOR THE CALCULATION OF COSTS
- amended Annex VII - PRESENTATION OF COSTS
- inserted Annex VIII - CONTENT AND PRESENTATION OF PAST PERFORMANCE INFORMATION