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New version applies from 05/07/2021. 11 provisions change. Annex II changes in this version: compare with the current text.

Annex II - Template for the publication of the summaries of national provisions governing the marketing requirements for AIFs and UCITS

Annex II
Template for the publication of the summaries of national provisions governing the marketing requirements for AIFs and UCITS

Template for the publication of the summaries of national provisions governing the marketing requirements for AIFs and UCITS

[Indicate the date when the information was last modified if this summary is published on a separate webpage to the information in Annex I]

Summary of the marketing requirements for UCITS

(Insert the summary of marketing requirements for UCITS, identifying in particular the rules governing:

notification and prior approval of marketing communications;

any other requirements for the marketing of UCITS that the competent authority considers appropriate [where applicable].)

Summary of the marketing requirements for AIFs

(Insert the summary of marketing requirements for AIFs, identifying in particular the rules governing:

notification and prior approval of marketing;

notification and prior approval of marketing communications;

marketing to retail or to professional investors;

additional requirements applicable in particular to the marketing of certain categories of AIFs that exist under national law (e.g. private equity or real estate AIFs);

any other requirements for the marketing of AIFs that the competent authority considers appropriate [where applicable].)

Official text · consolidated version 15/06/2021 (no longer in force) Open full page ↗
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