Standardizing Information for Investment Products

Summary

The European Parliament approves new technical standards for key information documents used in retail investment and insurance products. These rules ensure investors receive clearer, more consistent information about risks and costs.
10 04.04.2017
Other
finance
economy

Key points

In force from 01/01/2018
  • Standardized rules for presenting essential information in key documents for retail investment and insurance products.
  • Introduction of a new stress scenario to show how products might perform under extreme market conditions.
  • Simplified documentation requirements for certain types of investment funds within multi-option products.
  • Enhanced transparency regarding the administrative costs associated with insurance-based investment components.
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