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Commission Regulation (EU) No 583/2010Show full title

Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (Text with EEA relevance)

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  1. Introductory TextNext Match

  2. CHAPTER I SUBJECT MATTER AND GENERAL PRINCIPLESPrevious MatchNext Match

    1. Article 1.Subject matterPrevious MatchNext Match

    2. Article 1A.DefinitionsPrevious MatchNext Match

    3. Article 2.General principlesPrevious MatchNext Match

    4. Article 3.Principles regarding the key investor information documentPrevious MatchNext Match

  3. CHAPTER II FORM AND PRESENTATION OF KEY INVESTOR INFORMATIONPrevious MatchNext Match

    1. SECTION 1 Title of document, order of contents and headings of sectionsPrevious MatchNext Match

      1. Article 4.Title and content of documentPrevious MatchNext Match

    2. SECTION 2 Language, length and presentationPrevious MatchNext Match

      1. Article 5.Presentation and languagePrevious MatchNext Match

      2. Article 6.LengthPrevious MatchNext Match

  4. CHAPTER III CONTENT OF SECTIONS OF THE KEY INVESTOR INFORMATION DOCUMENTPrevious MatchNext Match

    1. SECTION 1 Objectives and investment policyPrevious MatchNext Match

      1. Article 7.Specific contents of the descriptionPrevious MatchNext Match

    2. SECTION 2 Risk and reward profilePrevious MatchNext Match

      1. Article 8.Explanation of potential risks and rewards, including the use of an indicatorPrevious MatchNext Match

      2. Article 9.Principles governing the identification, explanation and presentation of risksPrevious MatchNext Match

    3. SECTION 3 ChargesPrevious MatchNext Match

      1. Article 10.Presentation of chargesPrevious MatchNext Match

      2. Article 11.Explanation of charges and a statement about the importance of chargesPrevious MatchNext Match

      3. Article 12.Additional requirementsPrevious MatchNext Match

      4. Article 13.Specific casesPrevious MatchNext Match

      5. Article 14.Cross-referencingPrevious MatchNext Match

    4. SECTION 4 Past performancePrevious MatchNext Match

      1. Article 15.Presentation of past performancePrevious MatchNext Match

      2. Article 16.Past performance calculation methodologyPrevious MatchNext Match

      3. Article 17.Impact and treatment of material changesPrevious MatchNext Match

      4. Article 18.Use of a benchmark alongside the past performancePrevious MatchNext Match

      5. Article 19.Use of ‘simulated’ data for past performancePrevious MatchNext Match

    5. SECTION 5 Practical information and cross-referencesPrevious MatchNext Match

      1. Article 20.Content of ‘practical information’ sectionPrevious MatchNext Match

      2. Article 21.Use of cross-references to other sources of informationPrevious MatchNext Match

    6. SECTION 6 Review and revision of the key investor information documentPrevious MatchNext Match

      1. Article 22.Review of key investor informationPrevious MatchNext Match

      2. Article 23.Publication of the revised versionPrevious MatchNext Match

      3. Article 24.Material changes to the charging structurePrevious MatchNext Match

  5. CHAPTER IV PARTICULAR UK UCITS STRUCTURESPrevious MatchNext Match

    1. SECTION 1 Investment compartmentsPrevious MatchNext Match

      1. Article 25.Investment compartmentsPrevious MatchNext Match

    2. SECTION 2 Share classesPrevious MatchNext Match

      1. Article 26.Key investor information document for share classesPrevious MatchNext Match

      2. Article 27.Practical information sectionPrevious MatchNext Match

    3. SECTION 3 Fund of fundsPrevious MatchNext Match

      1. Article 28.Objectives and investment policy sectionPrevious MatchNext Match

      2. Article 29.Risk and reward profilePrevious MatchNext Match

      3. Article 30.Charges sectionPrevious MatchNext Match

    4. SECTION 4 Feeder UCITSPrevious MatchNext Match

      1. Article 31.Objectives and investment policy sectionPrevious MatchNext Match

      2. Article 32.Risk and reward profile sectionPrevious MatchNext Match

      3. Article 33.Charges sectionPrevious MatchNext Match

      4. Article 34.Practical information sectionPrevious MatchNext Match

      5. Article 35.Past performancePrevious MatchNext Match

    5. SECTION 5 Structured UK UCITSPrevious MatchNext Match

      1. Article 36.Performance scenariosPrevious MatchNext Match

      2. Article 37.LengthPrevious MatchNext Match

  6. CHAPTER V DURABLE MEDIUMPrevious MatchNext Match

    1. Article 38.Conditions applying to the provision of a key investor information document or a prospectus in a durable medium other than paper or by means of a websitePrevious MatchNext Match

  7. CHAPTER VI FINAL PROVISIONSPrevious MatchNext Match

    1. Article 39.Entry into forcePrevious MatchNext Match

  8. SignaturePrevious MatchNext Match

    1. ANNEX IPrevious MatchNext Match

      REQUIREMENTS RELATED TO THE PRESENTATION OF THE SYNTHETIC INDICATORPrevious MatchNext Match

      1. 1. The synthetic indicator shall rank the fund on a scale...Previous MatchNext Match

      2. 2. The scale shall be shown as a sequence of categories...Previous MatchNext Match

      3. 3. It shall be made clear on the scale that lower...Previous MatchNext Match

      4. 4. The category into which the UK UCITS falls shall be...Previous MatchNext Match

      5. 5. No colours shall be used for distinguishing between items on...Previous MatchNext Match

    2. ANNEX IIPrevious MatchNext Match

      PRESENTATION OF CHARGESPrevious MatchNext Match

      1. The charges shall be presented in a table structured in...Previous MatchNext Match

      2. A percentage amount shall be indicated for each of these...Previous MatchNext Match

    3. ANNEX IIIPrevious MatchNext Match

      PRESENTATION OF THE PAST PERFORMANCE INFORMATIONPrevious MatchNext Match

      1. The bar chart presenting past performance shall comply with the...Previous MatchNext Match

      2. the scale of the Y-axis of the bar chart shall...Previous MatchNext Match

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