What changes on 09/01/2024
The text in force from 14/08/2019 compared with the text from 09/01/2024, which includes the changes made by Regulation (EU) 2023/2869.
1 inserted
62 amended
0 deleted
0 moved
Read the act as of 09/01/2024 · other versions:
Chapter I
- amended Article 2 - Definitions
- amended Article 3 - Applicable rules
- amended Article 4 - PEPP contract
Chapter II
- amended Article 5 - Registration
- amended Article 6 - Application for registration of a PEPP
- amended Article 7 - Registration of a PEPP
- amended Article 8 - Conditions for deregistration of a PEPP
- amended Article 10 - Distribution of PEPPs
- amended Article 12 - Publication of national provisions
- amended Article 13 - Central public register
Chapter III › Section I
- amended Article 14 - Exercise of the freedom to provide services and freedom of establishment by PEPP providers and PEPP distributors
- amended Article 15 - Exercise of the freedom to provide services by IORPs and EU AIFM
- amended Article 16 - Powers of the competent authorities of the host Member State
Chapter III › Section II
- amended Article 17 - The portability service
- amended Article 18 - Provision of the portability service
- amended Article 19 - Sub-accounts of the PEPP
- amended Article 20 - Opening of a new sub-account
- amended Article 21 - Provision of information on portability to the competent authorities
Chapter IV › Section I
- amended Article 23 - Distribution regime applicable to different types of PEPP providers and PEPP distributors
- amended Article 25 - Product oversight and governance requirements
Chapter IV › Section II
- amended Article 26 - PEPP KID
- amended Article 27 - Language of the PEPP KID
- amended Article 28 - Content of the PEPP KID
- amended Article 30 - Revision of the PEPP KID
- amended Article 31 - Civil liabilities
- amended Article 33 - Provision of the PEPP KID
Chapter IV › Section III
Chapter IV › Section IV
- amended Article 35 - General provisions
- amended Article 36 - PEPP Benefit Statement
- amended Article 37 - Supplementary information
- amended Article 38 - Information to be given to PEPP savers during the pre-retirement phase and to PEPP beneficiaries during the decumulation phase
Chapter IV › Section V
- amended Article 40 - General provisions
Chapter V › Section I
- amended Article 41 - Investment rules
Chapter V › Section II
- amended Article 42 - General provisions
- amended Article 44 - Conditions for modification of the chosen investment option
- amended Article 45 - The Basic PEPP
- amended Article 46 - Risk-mitigation techniques
Chapter V › Section III
Chapter VI
- amended Article 48 - Depositary
- amended Article 49 - Coverage of biometric risks
- amended Article 50 - Complaints
- amended Article 51 - Out-of-court redress
Chapter VII
- amended Article 52 - Provision of the switching service
- amended Article 53 - The switching service
- amended Article 54 - Fees and charges connected with the switching service
- amended Article 55 - Protection of PEPP savers against financial loss
- amended Article 56 - Information about the switching service
Chapter VIII
- amended Article 57 - Conditions related to the decumulation phase
- amended Article 58 - Forms of out-payments
- amended Article 59 - Modifications of the forms of out-payments
- amended Article 60 - Retirement planning and advice on out-payments
Chapter IX
- amended Article 61 - Supervision by the competent authorities and monitoring by EIOPA
- amended Article 63 - Product intervention powers of competent authorities
- amended Article 64 - Facilitation and coordination
- amended Article 65 - Product intervention powers of EIOPA
- amended Article 66 - Cooperation and consistency
Chapter X
- inserted Article 70a - Accessibility of information on the European single access point
- amended Article 67 - Administrative penalties and other measures
- amended Article 68 - Exercise of the power to impose administrative penalties and other measures
- amended Article 69 - Publication of administrative penalties and other measures
- amended Article 70 - Duty to submit information to EIOPA in relation to administrative penalties and other measures