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EU PEPP Regulation 2019/1238 - Pan-European Personal Pension Product

Regulation (EU) 2019/1238 creates a standardised pan-European personal pension product (PEPP) with a 1% annual cost cap on the Basic PEPP, portability…

What EU PEPP Regulation 2019/1238 - Pan-European Personal Pension Product requires

Regulation (EU) 2019/1238 creates a standardised pan-European personal pension product (PEPP) with a 1% annual cost cap on the Basic PEPP, portability across EU member states without loss of tax treatment, switching rights after 5 years, and mandatory KID disclosure of maximum 3 pages. EIOPA maintains a central PEPP register. PEPP became available from 22 March 2022.

Pillar: Banking & Global Finance · Authority: European Parliament and Council of the European Union · Version: 1.0.1 · Last updated:

Primary source: https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32019R1238

SHA-256 integrity: ea761920212e0ac0db6e47f47ff84ca0d34f18210fe51d27a13049b2cfa25fd7

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