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Q&A · ESMA

Post-sale reporting

Answered
Read the official text on the ESMA website(opens in a new tab)
AI-generated Summary

The PRIIPs cost methodology need not be used for instruments outside PRIIPs because they are not packaged (such as shares or sovereign bonds), but should be used for packaged products outside PRIIPs only because they are not sold to retail investors, such as professional-only AIFs.

Details

ReferenceESMA_QA_1819
IssuerESMA
Published6 Jun 2017
Answered6 Jun 2017
Submitted6 Jun 2017
ESMA topicsInformation to clients on costs and charges
Earlier Q&A documentESMA 35-43-349 MiFID II Q&As on Investor protection Ch. 9. question 8