Contents
- (1) ‘financial market participant’ means:
- (2) ‘insurance undertaking’ means an insurance undertaking aut…
- (3) ‘insurance‐based investment product’ or ‘IBIP’ means:
- (4) ‘alternative investment fund manager’ or ‘AIFM’ means an A…
- (5) ‘investment firm’ means an investment firm as defined in p…
- (6) ‘portfolio management’ means portfolio management as defin…
- (7) ‘institution for occupational retirement provision’ or ‘IO…
- (8) ‘pension product’ means:
- (9) ‘pan‐European Personal Pension Product’ or ‘PEPP’ means a…
- (10) ‘UCITS management company’ means:
- (11) ‘financial adviser’ means:
- (12) ‘financial product’ means:
- (13) ‘alternative investment funds’ or ‘AIFs’ means AIFs as def…
- (14) ‘pension scheme’ means a pension scheme as defined in poin…
- (15) ‘undertaking for collective investment in transferable sec…
- (16) ‘investment advice’ means investment advice as defined in…
- (17) ‘sustainable investment’ means an investment in an economi…
- (18) ‘professional investor’ means a client who meets the crite…
- (19) ‘retail investor’ means an investor who is not a professio…
- (20) ‘insurance intermediary’ means an insurance intermediary a…
- (21) ‘insurance advice’ means advice as defined in point (15) o…
- (22) ‘sustainability risk’ means an environmental, social or go…
- (23) ‘European long‐term investment fund’ or ‘ELTIF’ means a fu…
- (24) ‘sustainability factors’ mean environmental, social and em…
(12)‘financial product’ means:
(a)a portfolio managed in accordance with point (6) of this Article;
(b)an alternative investment fund (AIF);
(c)an IBIP;
(d)a pension product;
(e)a pension scheme;
(f)a UCITS; or
(g)a PEPP;
Source: EUR-Lex, © European Union, 1998-2026. Reuse authorised under Decision 2011/833/EU.