Regulation (EU) 2019/1238
14/08/2019 → 09/01/2024: 1 inserted · 0 removed · 62 amended · 0 moved · 0 renamed · 103 unchanged
Position-only shifts inside the same heading are not changes. Amended = the printed text changed.
Preamble
Preamble · 1 unchanged
Recitals
Recitals · 90 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 · Recital 31 · Recital 32 · Recital 33 · Recital 34 · Recital 35 · Recital 36 · Recital 37 · Recital 38 · Recital 39 · Recital 40 · Recital 41 · Recital 42 · Recital 43 · Recital 44 · Recital 45 · Recital 46 · Recital 47 · Recital 48 · Recital 49 · Recital 50 · Recital 51 · Recital 52 · Recital 53 · Recital 54 · Recital 55 · Recital 56 · Recital 57 · Recital 58 · Recital 59 · Recital 60 · Recital 61 · Recital 62 · Recital 63 · Recital 64 · Recital 65 · Recital 66 · Recital 67 · Recital 68 · Recital 69 · Recital 70 · Recital 71 · Recital 72 · Recital 73 · Recital 74 · Recital 75 · Recital 76 · Recital 77 · Recital 78 · Recital 79 · Recital 80 · Recital 81 · Recital 82 · Recital 83 · Recital 84 · Recital 85 · Recital 86 · Recital 87 · Recital 88 · Recital 89 · Recital 90
Chapter I - GENERAL PROVISIONS
- amended Article 2 - Definitions Chapter I
- amended Article 3 - Applicable rules Chapter I
- amended Article 4 - PEPP contract Chapter I
Chapter I · 1 unchanged
Chapter II - REGISTRATION
- amended Article 5 - Registration Chapter II
- amended Article 6 - Application for registration of a PEPP Chapter II
- amended Article 7 - Registration of a PEPP Chapter II
- amended Article 8 - Conditions for deregistration of a PEPP Chapter II
- amended Article 10 - Distribution of PEPPs Chapter II
- amended Article 12 - Publication of national provisions Chapter II
- amended Article 13 - Central public register Chapter II
Chapter II · 2 unchanged
Chapter III - CROSS-BORDER PROVISION AND PORTABILITY OF PEPP
- amended Article 14 - Exercise of the freedom to provide services and freedom of establishment by PEPP providers and PEPP distributors Chapter III › Section I
- amended Article 15 - Exercise of the freedom to provide services by IORPs and EU AIFM Chapter III › Section I
- amended Article 16 - Powers of the competent authorities of the host Member State Chapter III › Section I
- amended Article 17 - The portability service Chapter III › Section II
- amended Article 18 - Provision of the portability service Chapter III › Section II
- amended Article 19 - Sub-accounts of the PEPP Chapter III › Section II
- amended Article 20 - Opening of a new sub-account Chapter III › Section II
- amended Article 21 - Provision of information on portability to the competent authorities Chapter III › Section II
Chapter IV - DISTRIBUTION AND INFORMATION REQUIREMENTS
- amended Article 23 - Distribution regime applicable to different types of PEPP providers and PEPP distributors Chapter IV › Section I
- amended Article 25 - Product oversight and governance requirements Chapter IV › Section I
- amended Article 26 - PEPP KID Chapter IV › Section II
- amended Article 27 - Language of the PEPP KID Chapter IV › Section II
- amended Article 28 - Content of the PEPP KID Chapter IV › Section II
- amended Article 30 - Revision of the PEPP KID Chapter IV › Section II
- amended Article 31 - Civil liabilities Chapter IV › Section II
- amended Article 33 - Provision of the PEPP KID Chapter IV › Section II
- amended Article 34 - Specification of demands and needs and provision of advice Chapter IV › Section III
- amended Article 35 - General provisions Chapter IV › Section IV
- amended Article 36 - PEPP Benefit Statement Chapter IV › Section IV
- amended Article 37 - Supplementary information Chapter IV › Section IV
- 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 IV
- amended Article 40 - General provisions Chapter IV › Section V
Chapter IV · 5 unchanged
Article 22 · Article 24 · Article 29 · Article 32 · Article 39
Chapter V - ACCUMULATION PHASE
- amended Article 41 - Investment rules Chapter V › Section I
- amended Article 42 - General provisions Chapter V › Section II
- amended Article 44 - Conditions for modification of the chosen investment option Chapter V › Section II
- amended Article 45 - The Basic PEPP Chapter V › Section II
- amended Article 46 - Risk-mitigation techniques Chapter V › Section II
- amended Article 47 - Conditions related to the accumulation phase Chapter V › Section III
Chapter V · 1 unchanged
Chapter VI - INVESTOR PROTECTION
- amended Article 48 - Depositary Chapter VI
- amended Article 49 - Coverage of biometric risks Chapter VI
- amended Article 50 - Complaints Chapter VI
- amended Article 51 - Out-of-court redress Chapter VI
Chapter VII - SWITCHING OF PEPP PROVIDERS
- amended Article 52 - Provision of the switching service Chapter VII
- amended Article 53 - The switching service Chapter VII
- amended Article 54 - Fees and charges connected with the switching service Chapter VII
- amended Article 55 - Protection of PEPP savers against financial loss Chapter VII
- amended Article 56 - Information about the switching service Chapter VII
Chapter VIII - DECUMULATION PHASE
- amended Article 57 - Conditions related to the decumulation phase Chapter VIII
- amended Article 58 - Forms of out-payments Chapter VIII
- amended Article 59 - Modifications of the forms of out-payments Chapter VIII
- amended Article 60 - Retirement planning and advice on out-payments Chapter VIII
Chapter IX - SUPERVISION
- amended Article 61 - Supervision by the competent authorities and monitoring by EIOPA Chapter IX
- amended Article 63 - Product intervention powers of competent authorities Chapter IX
- amended Article 64 - Facilitation and coordination Chapter IX
- amended Article 65 - Product intervention powers of EIOPA Chapter IX
- amended Article 66 - Cooperation and consistency Chapter IX
Chapter IX · 1 unchanged
Chapter X - PENALTIES
- amended Article 67 - Administrative penalties and other measures Chapter X
- amended Article 68 - Exercise of the power to impose administrative penalties and other measures Chapter X
- amended Article 69 - Publication of administrative penalties and other measures Chapter X
- amended Article 70 - Duty to submit information to EIOPA in relation to administrative penalties and other measures Chapter X
- inserted Article 70a - Accessibility of information on the European single access point Chapter X
Chapter XI - FINAL PROVISIONS
- amended Article 72 - Exercise of the delegation Chapter XI
- amended Article 73 - Evaluation and report Chapter XI