Updated 18/10/2024
In force

Version from: 15/06/2021
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ANNEX II

ANNEX II

Template for the publication of the summaries of national provisions governing the marketing requirements for AIFs and UCITS

[Indicate the date when the information was last modified if this summary is published on a separate webpage to the information in Annex I]

Summary of the marketing requirements for UCITS

(Insert the summary of marketing requirements for UCITS, identifying in particular the rules governing:

(a) 

notification and prior approval of marketing communications;

(b) 

any other requirements for the marketing of UCITS that the competent authority considers appropriate [where applicable].)

Summary of the marketing requirements for AIFs

(Insert the summary of marketing requirements for AIFs, identifying in particular the rules governing:

(a) 

notification and prior approval of marketing;

(b) 

notification and prior approval of marketing communications;

(c) 

marketing to retail or to professional investors;

(d) 

additional requirements applicable in particular to the marketing of certain categories of AIFs that exist under national law (e.g. private equity or real estate AIFs);

(e) 

any other requirements for the marketing of AIFs that the competent authority considers appropriate [where applicable].)