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In force since 30/07/2010

Initial Legal Act

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10/07/2010

Regulation 583/2010 published in OJ

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Synchronised with EUR-Lex on 15/01/2025

UCITS Tool Regulation 583/2010

Regulation 583/2010

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)

CHAPTER I - SUBJECT MATTER AND GENERAL PRINCIPLES (Article 1-3)Article 1 - Subject matter Article 2 - General principles Article 3 - Principles regarding the key investor information document Q&A

CHAPTER II - FORM AND PRESENTATION OF KEY INVESTOR INFORMATION (Article 4-6)

SECTION 1 - Title of document, order of contents and headings of sections (Article 4)Article 4 - Title and content of document Q&A

SECTION 2 - Language, length and presentation (Article 5-6)Article 5 - Presentation and language Q&A Article 6 - Length

CHAPTER III - CONTENT OF SECTIONS OF THE KEY INVESTOR INFORMATION DOCUMENT (Article 7-24)

SECTION 1 - Objectives and investment policy (Article 7)Article 7 - Specific contents of the description Q&A

SECTION 2 - Risk and reward profile (Article 8-9)Article 8 - Explanation of potential risks and rewards, including the use of an indicator Article 9 - Principles governing the identification, explanation and presentation of risks

SECTION 3 - Charges (Article 10-14)Article 10 - Presentation of charges Article 11 - Explanation of charges and a statement about the importance of charges Article 12 - Additional requirements Article 13 - Specific cases Article 14 - Cross-referencing

SECTION 4 - Past performance (Article 15-19)Article 15 - Presentation of past performance Q&A Article 16 - Past performance calculation methodology Q&A Article 17 - Impact and treatment of material changes Q&A Article 18 - Use of a benchmark alongside the past performance Q&A Article 19 - Use of simulated data for past performance Q&A

SECTION 5 - Practical information and cross-references (Article 20-21)Article 20 - Content of practical information section Article 21 - Use of cross-references to other sources of information

SECTION 6 - Review and revision of the key investor information document (Article 22-24)Article 22 - Review of key investor information Article 23 - Publication of the revised version Q&A Article 24 - Material changes to the charging structure

CHAPTER IV - PARTICULAR UCITS STRUCTURES (Article 25-37)

SECTION 1 - Investment compartments (Article 25)Article 25 - Investment compartments

SECTION 2 - Share classes (Article 26-27)Article 26 - Key investor information document for share classes Q&A Article 27 - Practical information section

SECTION 3 - Fund of funds (Article 28-30)Article 28 - Objectives and investment policy section Article 29 - Risk and reward profile Article 30 - Charges section

SECTION 4 - Feeder UCITS (Article 31-35)Article 31 - Objectives and investment policy section Article 32 - Risk and reward profile section Article 33 - Charges section Article 34 - Practical information section Article 35 - Past performance

SECTION 5 - Structured UCITS (Article 36-37)Article 36 - Performance scenarios Q&A Article 37 - Length

CHAPTER V - DURABLE MEDIUM (Article 38)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 website Q&A

CHAPTER VI - FINAL PROVISIONS (Article 39)Article 39 - Entry into force

ANNEX I - REQUIREMENTS RELATED TO THE PRESENTATION OF THE SYNTHETIC INDICATOR ANNEX II - PRESENTATION OF CHARGES ANNEX III - PRESENTATION OF THE PAST PERFORMANCE INFORMATION

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