Updated 05/02/2025
In force

Version from: 01/01/2023
Amendments (1)
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Article 14 - Delegated Regulation 2017/653

Article 14

Specific information on each underlying investment option

The specific information on each underlying investment option, referred to in Article 10, point (b), shall be provided in a specific information document supplementing the generic key information document. PRIIP manufacturers shall include for each underlying investment option all of the following:

(a) 

a comprehension alert, where relevant;

(b) 

the investment objectives, the means for achieving them, and the intended target market as referred to in Article 2(2) and (3);

(c) 

a summary risk indicator and narrative, and performance scenarios, as referred to in Article 3;

(d) 

a presentation of the costs, in accordance with Article 5, including a statement on whether or not those costs include all of the costs of the PRIIP in the case that the retail investor invests in that specific investment option only;

(e) 

for underlying investment options that are UCITS as defined in point 1(a) of Annex VIII, AIFs as defined in point 1(b) of that Annex, or unit-linked insurance-based investment products as defined in point 1(c) of that Annex, information about past performance as required by Article 8(3).

The information referred to in points (a) to (e) of this paragraph shall follow the structure of the relevant parts of the template laid down in Annex I.