Preamble
Recitals 79
Chapter I - General provisions (Article 1-2) 2
Chapter II - Provision of crowdfunding services and organisational and operational requirements of crowdfunding service providers (Article 3-11) 9
Chapter III - Authorisation and supervision of crowdfunding service providers (Article 12-18) 7
Chapter IV - Investor protection (Article 19-26) 8
Chapter V - Marketing communications (Article 27-28) 2
Chapter VI - Competent authorities and esma (Article 29-38) 10
Chapter VII - Administrative penalties and other administrative measures (Article 39-43) 5
Chapter VIII - Delegated acts (Article 44) 1
Chapter IX - Final provisions (Article 45-51) 7
Annexes 2
- Annex I
- Annex II

individual portfolio management of loans

Definitions over time (1)

09/11/2020 – today applies on 12/11/2026 Article 2, Regulation (EU) 2020/1503 Scope: Whole act

1. For the purposes of this Regulation, the following definitions apply:

‘individual portfolio management of loans’ means the allocation by the crowdfunding service provider of a pre-determined amount of funds of an investor, which is an original lender, to one or multiple crowdfunding projects on its crowdfunding platform in accordance with an individual mandate given by the investor on a discretionary investor-by-investor basis;