Contents
- 1. Information stating the long-term retirement objectives of…
- 10. The information in the section entitled ‘What is this prod…
- 11. Where information is presented in an electronic format wit…
- 2. The description of the type of PEPP savers to whom the PEP…
- 3. The details of PEPP retirement benefits in the section tit…
- 4. Where the PEPP contract covers biometric risk, information…
- 5. The section titled ‘What is this product?’ of the PEPP KID…
- 6. The section titled ‘What is this product?’ of the PEPP KID…
- 7. The section titled ‘What is this product?’ of the PEPP KID…
- 8. The information related to the performance of the PEPP pro…
- 9. The section titled ‘What is this product?’ of the PEPP KID…
1.Information stating the long-term retirement objectives of the PEPP and the means for achieving those objectives in the section titled ‘What is this product?’ of the PEPP KID shall be summarised in a brief, clear and easily understandable manner. That information shall identify the main factors upon which investment return and pension outcomes depend, the underlying investment assets or reference values and how the return is determined, as well as the impact of contribution levels and the expected savings period until retirement. The principles of the applied risk-mitigation techniques, in particular the allocation of returns within a portfolio to the individual PEPP contract, shall be explained. It shall also refer to the type of the PEPP provider and to the resulting specific features of the PEPP contract.
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