Could you confirm that for what concerns the calculation of performance scenarios, as specified in Annex IV, point 7, the manufacturer must always use monthly data even if the NAV is available at high
- Regulation
- PRIIPs
- Answered
- 2023-12-05
- Answer provided by
- ESAs (EBA, ESMA, EIOPA)
Joint Committee Q&As are published in consolidated PDF documents without explicit question/answer delimiters. Section boundaries below are identified automatically and may occasionally be imprecise.
Question
Answer
This Q&A is published by ESA Joint Committee (EBA, ESMA, EIOPA) and is non-binding. It does not constitute legal advice. Updated weekly from official ESA sources.
Similar Q&As
In the case of actively managed funds (meaning there is not a benchmark that can reflect the performance) that have been valued on a weekly basis for more than 10 years (i.e. that currently have only
Answered 2025-12-05
Packaged retail and insurance-based investment products (PRIIPs)
Answered 2025-12-02
Key information document (KID)
Answered 2024-04-09
Regarding Article 8(3) of the Delegated Regulation: a) What is meant by "performance scenario calculations"? Is it necessary for the full calculations underlying each scenario to be published or just
Answered 2022-11-14
What is the relationship between point 11 of Annex IV and Article 15 of the Delegated Regulation?
Answered 2022-11-14
📋 Track EU financial regulation continuously
Forseti monitors EU financial regulation and delivers personalised alerts anchored to verified official sources.
14-day free trial. No credit card required.