ANNEX V
Template for registration
1.
Date of the completion of the registration template
2.
Member State
3.
The name of the competent authority;
4.
Single contact point (name/telephone/email);
5.
Type of application (first application/change to previous application/closure of activities)
6.
PEPP registration number (if not first application)
7.
The date when a decision was taken;
8.
The name, address and, where applicable, the authorisation number of the PEPP provider in the home Member State;
9.
Where available, the legal entity identifier of the PEPP provider;
10.
The type of PEPP provider to be selected from a drop-down menu in accordance with the list in Article 6(1) of Regulation (EU) 2019/1238);
11.
The Member States where the PEPP provider intends to market the PEPP (and nature: FOS/FOE);
12.
The Member States for which the PEPP provider has opened or plans to open a sub-account;
13.
The standard contract terms, as referred to in Article 4 of Regulation (EU) 2019/1238:|
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a description of the Basic PEPP, including any guarantees offered on the investment performance, a given level of benefits etc. and the risk-mitigating technique |
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a description of the alternative investment options, where applicable, including any guarantees offered on the investment performance, a given level of benefits etc. and the risk-mitigating technique |
14.
Describe the conditions related to the modification of the investment option;
15.
Biometric risk coverage, where relevant:|
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Describe the details of the biometric risk coverage |
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Describe the triggers of the biometric risk coverage |
16.
PEPP retirement benefits;|
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Describe the types of benefits offered; |
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Describe the possible forms of pay-outs; |
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Where applicable, describe the additional coverage offered (e.g. long-term care, additional biometric risks etc.) and who provides the additional coverage; |
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Describe the right to change the form of pay-out; |
17.
Describe the conditions related to the portability service;
18.
Describe the conditions related to the switching service;
19.
Describe the categories of costs and total aggregate costs expressed in percentage terms and in monetary terms, where applicable;
20.
Describe the conditions related to the accumulation phase for the respective sub-account(s);
21.
Describe the conditions related to the decumulation phase for the respective sub-account(s);
22.
Where applicable, describe the conditions under which advantages or incentives granted are to be repaid to the Member State of residence of the PEPP saver;
23.
Every PEPP KID related to this PEPP, as an attachment in machine-readable format.