ESA Joint Committee · sfdr-74 Final

Do you consider the provisions regarding "underlying investment options" e.g., Article 21 Delegated Regulation to be relevant for portfolio management products?

Regulation
SFDR
Answered
2022-11-17
Answer provided by
ESAs (EBA, ESMA, EIOPA)
⚠

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Question

Do you consider the provisions regarding "underlying investment options" e.g., Article 21 Delegated Regulation to be relevant for portfolio management products?

Answer

The provisions regarding "underlying investment options" were drafted to only apply to Insurance- Based Investment Products that include underlying investment options, i.e. multi-option products according to the PRIIPs Regulation and to PEPPs that offer to the consumer a choice of different underlying options according to the PEPP Regulation.

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.

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