ANNEX IX
Template for opening a sub-account
Date;
From:
Member State; |
Requesting competent authority; |
Designated contact point (telephone/email); |
To:
Member State; |
Competent authority; |
Designated contact point (name/telephone/email); |
Type of application (first application/change to previous application)
The date of receipt of complete and accurate request to open a new sub-account in accordance with Article 21(2) of Regulation (EU) 2019/1238; |
The planned start date of the activities; |
The name, address and, where applicable, the authorisation number of the PEPP provider in the home Member State; |
Where available, the legal entity identifier of the PEPP provider; |
The type of PEPP provider;
The PEPP registration number;
The generic benefit statement;
The PEPP KID for the sub-account.
Description of the contractual arrangements referred to in Article 19(2) of Regulation (EU) 2019/1238, where applicable;
Description of compliance of the PEPP provider with the requirements referred to in Article 6(1) of Regulation (EU) 2019/1238, where applicable.