A new consolidated version of the Undertakings for Collective Investment in Transferable Securities Directive, UCITS Directive (Directive 2009/65/EC) was published in the Official Journal (OJ) of the EU. The version includes changes made by Directive (EU) 2021/2261. In particular, the UCITS Directive has been amended to prevent that EU UCITS that are sold as packaged retail and insurance-based investment products (PRIIPs) to investors will have to supply both documents to such, the „Key Investor Information“ document under the UCITS Directive and the PRIIP KID „Key Information Document“ under the PRIIPs Regulation (Regulation (EU) No 1286/2014) from January 1, 2023 and to deem the PRIIPs KID „Key Information Document“ as satisfying all investor disclosure requirements in this context. Please also refer to EventID #13589 in this context for more information.
New consolidated version: Directive 2009/65/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast) (Text with EEA relevance)Text with EEA relevance
ID
21397
Other Features
compliance
disclosure
marketing
sales documents
transparency
UCITS
Date Published: 2023-01-10
Date Taking Effect: 2023-01-01
Regulatory Framework: Undertakings for Collective Investment in Transferable Securities Directive (UCITS Directive)
Regulatory Type: information
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