12. Product Disclosure and the Right to Cancel.

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Pytanie English Odpowiedź English
Authorised fund managers (AFMs) who manage UCITS schemes must produce a...
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... Key Investor Information Document (KIID).
It must include the essential characteristics of th UCITS scheme - nature and risks
Key Investor Information Document (KIID) relates to...?
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UCITS schemes
KIID must provide UCITS scheme: information, such as investment objectives, a risk and reward profile and associated...
Key Investor Information Document
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... costs and charges.
Identification of the scheme. | short description.
KIIDs might not be required where...
Key Investor Information Document
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where another firm has agreed to prepare such a document
also: enough detail in another document | not required in some cases like reinsurance.
What does KFD stand for?
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Key Features Documents
disclosure document
For what product Key Features Document (KFD) is required?
3
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Packaged product, | ISA cash, | Child trust fund (CTF),
What does KID stand for?
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Key Information Documents
short and consumer-friendly documents giving key facts to investors fpr CIS and also other ’packaged’ investment products offered by banks or insurance companies.
What does PRIIP stand for?
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Packaged Retail and Insurance-based Investment Products
The aim of the PRIIPs legislation is to help investors to better understand key features of different PRIIPs, through access to a short and consumer-friendly...?
Packaged Retail and Insurance-based Investment Products
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KID
Key Information Documents. | The regulation applies to firms that manufacture/advise/sell PRIIPs,
PRIIP category, 1) Investment __?
PRIIP four types.
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... Investment funds
1. Investment funds. | 2. insurance-based investment products. | 3. Retail-structured securities. | 4. Structured term deposits.
PRIIP category, 2) __-based investment products
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... insurance-based investment products.
1. Investment funds. | 2. insurance-based investment products. | 3. Retail-structured securities. | 4. Structured term deposits.
PRIIP category, 3) Retail-structured __?
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Retail-structured securities.
1. Investment funds. | 2. insurance-based investment products. | 3. Retail-structured securities. | 4. Structured term deposits.
PRIIP category, 4) Structured term __.
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Structured term deposits.
1. Investment funds. | 2. insurance-based investment products. | 3. Retail-structured securities. | 4. Structured term deposits.
PRIIP appy to...?
P r o v i d e a t l e a s t 2
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Retail product providers. | Life companies. | Discretionary investment firms. | fund managers. | Stockbrokers. | Financial advisers.
Retail client' in context of PRIP relates to MiFID definition and customers as referred to in the...?
Packaged Retail and Insurance-based Investment Products
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Insurance Distribution Directive (IDD).

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