# Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (Text with EEA relevance) (revoked) EU Regulation No 583/2010 · adopted 1 July 2010 Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (Text with EEA relevance) ## Introductory text Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (Text with EEA relevance) (revoked) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter I: SUBJECT MATTER AND GENERAL PRINCIPLES ## 1 Subject matter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 1A Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 2 General principles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 3 Principles regarding the key investor information document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter II: FORM AND PRESENTATION OF KEY INVESTOR INFORMATION ### Section 1: Title of document, order of contents and headings of sections ## 4 Title and content of document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 2: Language, length and presentation ## 5 Presentation and language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 6 Length . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter III: CONTENT OF SECTIONS OF THE KEY INVESTOR INFORMATION DOCUMENT ### Section 1: Objectives and investment policy ## 7 Specific contents of the description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 2: Risk and reward profile ## 8 Explanation of potential risks and rewards, including the use of an indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 9 Principles governing the identification, explanation and presentation of risks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 3: Charges ## 10 Presentation of charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 11 Explanation of charges and a statement about the importance of charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 12 Additional requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 13 Specific cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 14 Cross-referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 4: Past performance ## 15 Presentation of past performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 16 Past performance calculation methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 17 Impact and treatment of material changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 18 Use of a benchmark alongside the past performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 19 Use of ‘simulated’ data for past performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 5: Practical information and cross-references ## 20 Content of ‘practical information’ section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 21 Use of cross-references to other sources of information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 6: Review and revision of the key investor information document ## 22 Review of key investor information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 23 Publication of the revised version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 24 Material changes to the charging structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter IV: PARTICULAR UK UCITS STRUCTURES ### Section 1: Investment compartments ## 25 Investment compartments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 2: Share classes ## 26 Key investor information document for share classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 27 Practical information section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 3: Fund of funds ## 28 Objectives and investment policy section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 29 Risk and reward profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 30 Charges section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 4: Feeder UCITS ## 31 Objectives and investment policy section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 32 Risk and reward profile section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 33 Charges section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 34 Practical information section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 35 Past performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ### Section 5: Structured UK UCITS ## 36 Performance scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 37 Length . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter V: DURABLE MEDIUM ## 38 Conditions applying to the provision of a key investor information document or a prospectus in a durable medium other than paper or by means of a website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Chapter VI: FINAL PROVISIONS ## 39 Entry into force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Annex I: REQUIREMENTS RELATED TO THE PRESENTATION OF THE SYNTHETIC INDICATOR ## 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Annex II PRESENTATION OF CHARGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ## Annex III PRESENTATION OF THE PAST PERFORMANCE INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . --- Source: https://www.legislation.gov.uk/eur/2010/583 (the official version) Page: https://openlegislation.uk/eu-regulation-2010-583 Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.