BETA

3 Amendments of Lídia PEREIRA related to 2023/0166(COD)

Amendment 21 #
Proposal for a regulation
Recital 1 a (new)
(1a) The Capital Markets Union (CMU) will only achieve its goals if citizens adhere to it and, to that end, it is essential to guarantee high levels of financial literacy. The level of financial literacy differs significantly across Member States and EU legislation must ensure that the access to financial markets is not only facilitated through proportionate and clear rules, but also by concrete steps towards simplification.
2023/11/07
Committee: ECON
Amendment 62 #
Proposal for a regulation
Article 1 – paragraph 1 – point 5 – point a
Regulation (EU) No 1286/2014
Article 8 – paragraph 3 – point aa
(a) in paragraph 3, point (aa) is added: “(aa) under a section titled ‘Product at a glance’ a dashboard wideleted the type of the PRIIP, as referred the summary risedk information about all of the following: (i) to in point (c)(i); (ii) referred to dicator the total costs of the PRIIP; the recommended holding point (d)(i); (iii) (iv) referred to in point (g)(ii); (v) insurance benefits referred to in point (c) (iv);”eriod whether the PRIIP offers the
2023/11/07
Committee: ECON
Amendment 104 #
Proposal for a regulation
Article 1 – paragraph 1 – point 7
Regulation (EU) No 1286/2014
Article 14 – paragraph 1
(1) The person advising on, or selling, a PRIIP shall provide the key information document to retail investors free of charge. The information shall be provided, by default, in an electronic format, unless t. The retail investor has requestedthe right to receivequest the key information document on paper. The person advising on, or selling a PRIIP shall inform the retail investors about their right to receive the key information document on paper free of charge. The content of the key information document in an electronic format and on paper must be the same, with the adequate adaptations to guarantee the access to all relevant information referred.
2023/11/07
Committee: ECON