Updated 03/11/2025
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PEPP ToolImplementing Regulation 2021/897
Article 14

Article 14 - Implementing Regulation 2021/897

Article 14

Regular exchange of information

1.   EIOPA shall extract and derive the following information about each PEPP provided in a host Member State:

(a)

number of the PEPP savers in the concerned Member State;

(b)

Member States for which the PEPP provider offers sub-accounts;

(c)

number of requests for switching and actual transfers if a specific sub-account is not offered in the concerned Member State;

(d)

information regarding each PEPP provided in the concerned Member State, subject to availability, as reported in:

(i)

template PP.01.02 of Annex I, specifying basic information on the PEPP and of the reporting, following the instructions set out in section PP.01.02 of Annex II;

(ii)

template PP.52.01 of Annex I, specifying PEPP and PEPP saver information, following the instructions set out in section PP.52.01 of Annex II;

(iii)

template PP.06.02 of Annex I, specifying an item-by-item list of assets following the instructions set out in section PP.06.02 of Annex II and using the CIC as set out in Annex III and defined in Annex IV;

(iv)

template PP.06.03 of Annex I, providing information on the look-through of all collective investments held by the PEPP providers following the instructions set out in section PP.06.03 of Annex II;

(v)

template PP.08.03 of Annex I, providing aggregate information on open positions of derivatives, following the instructions set out in section PP.08.03 of Annex II and using the CIC as set out in Annex III and defined in Annex IV.

EIOPA shall make available the information referred to in the first subparagraph for each PEPP to each concerned host competent authority on an annual basis.

2.   Paragraph 1 shall not preclude competent authorities from exchanging more granular data on a more regular basis or upon request.