{
  "url": "https://openlegislation.uk/eu-regulation-2019-819/article-8",
  "json_url": "https://openlegislation.uk/eu-regulation-2019-819/article-8.json",
  "legislation": "eur/2019/819",
  "legislation_title": "Commission Delegated Regulation (EU) 2019/819 of 1 February 2019 supplementing Regulation (EU) No 346/2013 of the European Parliament and of the Council with regard to conflicts of interest, social impact measurement and information to investors in the area of European social entrepreneurship funds (Text with EEA relevance)",
  "legislation_url": "https://openlegislation.uk/eu-regulation-2019-819",
  "path": "article/8",
  "kind": "article",
  "number": "8",
  "heading": "Description of the investment strategy and objectives",
  "text": "1. The information referred to in point (i) of Article 14(1)(c) of Regulation (EU) No 346/2013 shall contain at least the following:\n(a) the social sector or sectors in which the qualifying portfolio undertakings are active;\n(b) the geographical area in which the qualifying portfolio undertakings are active;\n(c) the legal forms of the qualifying portfolio undertakings;\n(d) a detailed description of the distribution of the qualifying portfolio undertakings' profits.\n2. The information referred to in points (ii) and (iii) of Article 14(1)(c) of Regulation (EU) No 346/2013 shall contain information about at least the investment profile of the other qualifying social entrepreneurship fund and the information supplied by the qualifying social entrepreneurship fund in accordance with paragraph 1 of this Article.\n3. The information referred to in point (iv) of Article 14(1)(c) of Regulation (EU) No 346/2013 shall contain information about at least the types of assets in which the qualifying social entrepreneurship fund invests.\n4. The information referred to in point (v) of Article 14(1)(c) of Regulation (EU) No 346/2013 shall contain information on, at least, whether the techniques include equity instruments, quasi-equity instruments, securitised or un-securitised debt instruments, secured or unsecured loans or any other type of participation in qualifying portfolio undertakings.\n5. The information referred to in point (vi) of Article 14(1)(c) of Regulation (EU) No 346/2013 shall contain information on, at least, whether the investment strategy of the qualifying social entrepreneurship fund contains any investment restrictions in terms of sectors, activities, geographical areas, investment percentages or limits, or any other restrictions.",
  "extent": "E+W+S+N.I.",
  "status": null,
  "version": "current",
  "annotations": [],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/eur/2019/819/article/8",
    "retrieved_at": "2026-11-01T14:43:22.651487+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}