4 Amendments of Elisa FERREIRA related to 2008/0153(COD)
Amendment 265 #
Proposal for a directive
Article 54 – paragraph 4 – subparagraph 1
Article 54 – paragraph 4 – subparagraph 1
4. When the feeder UCITS is established in another Member State than the master UCITS, the competent authorities of the feeder UCITS' home Member State shall grant approval provided the following conditions are met: (a) the feeder UCITS, its depositary and its auditor comply with all the requirements set out in this Chapter and the feeder UCITS for such purpose submits the documents referred to in paragraph 3 of this Article; (b) the feeder UCITS demonstrates that the master UCITS is duly authorised as a UCITS, that it is not itself a feeder UCITS and does not hold any units of a feeder UCITSfeeder UCITS shall also provide an attestation by the competent authorities of the master UCITS that the master UCITS fulfils the conditions set out in Article 53(3). Documents shall be provided in the official language, or one of the official languages, of the feeder UCITS host Member State or in a language approved by its competent authorities.
Amendment 317 #
Proposal for a directive
Article 75 – paragraph 1
Article 75 – paragraph 1
1. Member States shall require that an investment company and, for each of the common funds it manages, a management company, which sells UCITS directly or through a tied agent to investors, providedelivers to investors, either directly or through their tied agent, key investor information on such UCITS in good time before their proposed initial subscription of units in such UCITS. or when material changes to fund rules occur. Or. eeen
Amendment 321 #
Proposal for a directive
Article 75 – paragraph 2
Article 75 – paragraph 2
2. Member States shall require that an investment company and, for each of the common funds it manages, a management company, which does not sell UCITS directly or through a tied agent to investors, delivers key investor information to product manufacturers and intermediaries selling or advising investors on potential investments in such UCITS or in products offering exposure to such UCITS, so as to enable them to providedeliver all relevant information on the proposed investment to their clients or potential clients, in compliance with any information obligations applicable to them under the relevant Community and national law.
Amendment 322 #
Proposal for a directive
Article 75 – paragraph 2a (new)
Article 75 – paragraph 2a (new)
2a. The competent authorities of each Member State shall make available to the public, in a dedicated section of their website, key investor information concerning all UCITS constituted and authorized in that Member State.