Amending Directive 2009/65/EC as regards the use of key information documents by management companies of undertakings for collective investment in transferable securities (UCITS)

adoptedEuropean Union· European Parliament· EN

Introduced

13 September 2021

Last action

20 December 2021 · publication official journal

Status

PLENARY_ADOPT_POSITION

Official titles

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22 official languages

Bulgarian
Изменение на Директива 2009/65/ЕО по отношение на използването на основни информационни документи от управляващите дружества на предприятия за колективно инвестиране в прехвърлими ценни книжа (ПКИПЦК)
Czech
Změna směrnice 2009/65/ES, pokud jde o používání sdělení klíčových informací správcovskými společnostmi subjektů kolektivního investování do převoditelných cenných papírů (SKIPCP)
Danish
Ændring af direktiv 2009/65/EF for så vidt angår administrationsselskabers anvendelse af dokumenter med central information vedrørende institutter for kollektiv investering i værdipapirer (investeringsinstitutter)
German
Änderung der Richtlinie 2009/65/EG im Hinblick auf die Verwendung von Basisinformationsblättern durch Verwaltungsgesellschaften von Organismen für gemeinsame Anlagen in Wertpapieren (OGAW)
Greek
Τροποποίηση της οδηγίας 2009/65/ΕΚ όσον αφορά τη χρήση των εγγράφων βασικών πληροφοριών από εταιρείες διαχείρισης ορισμένων οργανισμών συλλογικών επενδύσεων σε κινητές αξίες (ΟΣΕΚΑ)
Spanish
Modificación de la Directiva 2009/65/CE en lo que respecta a la utilización de los documentos de datos fundamentales por las sociedades de gestión de organismos de inversión colectiva en valores mobiliarios (OICVM)
Estonian
Direktiivi 2009/65/EÜ muutmine seoses põhiteabedokumentide kasutamisega vabalt võõrandatavatesse väärtpaberitesse ühiseks investeerimiseks loodud ettevõtjate (eurofondid) fondivalitsejate poolt
Finnish
Direktiivin 2009/65/EY muuttaminen siltä osin kuin on kyse avaintietoasiakirjojen käytöstä siirtokelpoisiin arvopapereihin kohdistuvaa yhteistä sijoitustoimintaa harjoittavien yritysten (yhteissijoitusyritykset) rahastoyhtiöiden toimesta
French
Modification de la directive 2009/65/CE quant à l'utilisation de documents d'informations clés par des sociétés de gestion d’organismes de placement collectif en valeurs mobilières (OPCVM)
Croatian
Izmjena Direktive 2009/65/EZ u pogledu uporabe dokumenata s ključnim informacijama od strane društava za upravljanje subjektima za zajednička ulaganja u prenosive vrijednosne papire (UCITS)
Hungarian
A 2009/65/EK irányelvnek a kiemelt információkat tartalmazó dokumentumok átruházható értékpapírokkal foglalkozó kollektív befektetési vállalkozások (ÁÉKBV) alapkezelő társaságai általi használata tekintetében történő módosítása
Italian
Modifica della direttiva 2009/65/CE per quanto riguarda l'uso dei documenti contenenti le informazioni chiave da parte delle società di gestione di organismi d'investimento collettivo in valori mobiliari (OICVM)
Lithuanian
Direktyvos 2009/65/EB dalinis keitimas dėl kolektyvinio investavimo į perleidžiamuosius vertybinius popierius subjektų (KIPVPS) valdymo įmonių naudojimosi pagrindinės informacijos dokumentais
Latvian
Grozījumu izdarīšana Direktīvā 2009/65/EK attiecībā uz to, kā pārvedamu vērtspapīru kolektīvo ieguldījumu uzņēmumu (PVKIU) pārvaldības sabiedrības izmanto pamatinformācijas dokumentus
Maltese
Emenda tad-Direttiva 2009/65/KE fir-rigward tal-użu ta' dokumenti bl-informazzjoni ewlenija mill-kumpaniji maniġerjali tal-impriżi ta' investiment kollettiv f'titoli trasferibbli (UCITS)
Dutch
Wijziging van Richtlijn 2009/65/EG wat betreft het gebruik van essentiële-informatiedocumenten door beheermaatschappijen van instellingen voor collectieve belegging in effecten (icbe’s)
Polish
Zmiana dyrektywy 2009/65/WE w odniesieniu do stosowania dokumentów zawierających kluczowe informacje przez spółki zarządzające przedsiębiorstwami zbiorowego inwestowania w zbywalne papiery wartościowe (UCITS)
Portuguese
Alteração da Diretiva 2009/65/CE no que respeita à utilização dos documentos de informação fundamental pelas sociedades gestoras de organismos de investimento coletivo em valores mobiliários (OICVM)
Romanian
Modificarea Directivei 2009/65/CE în ceea ce privește utilizarea documentelor cu informații esențiale de către societățile de administrare a organismelor de plasament colectiv în valori mobiliare (OPCVM)
Slovak
Zmena smernice 2009/65/ES, pokiaľ ide o používanie dokumentov s kľúčovými informáciami správcovskými spoločnosťami podnikov kolektívneho investovania do prevoditeľných cenných papierov (PKIPCP)
Slovenian
Sprememba Direktive 2009/65/ES glede uporabe dokumentov s ključnimi podatki s strani družb za upravljanje kolektivnih naložbenih podjemov za vlaganja v prenosljive vrednostne papirje (KNPVP)
Swedish
Ändring av direktiv 2009/65/EG vad gäller användning av faktablad av förvaltningsbolag för företag för kollektiva investeringar i överlåtbara värdepapper (fondföretag)

Records

Official bill 2021/0219(COD) from European Union at European Parliament. Dated 13 September 2021. Status: PLENARY_ADOPT_POSITION.

Timeline

13 September 2021
referral
Source: REFERRAL
13 September 2021
Introduced
Amending Directive 2009/65/EC as regards the use of key information documents by management companies of undertakings for collective investment in transferable securities (UCITS)
Source: COD
23 November 2021
Plenary vote
Source: PLENARY_VOTE
23 November 2021
Vote results
Source: PLENARY_VOTE_RESULTS
23 November 2021
Position adopted
Source: PLENARY_ADOPT_POSITION
25 November 2021
Vote results
Source: PLENARY_VOTE_RESULTS
15 December 2021
signature
Source: SIGNATURE
20 December 2021
publication official journal
Source: PUBLICATION_OFFICIAL_JOURNAL

Votes

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Documents

74 official files

Företag för kollektiva investeringar i överlåtbara värdepapper (fondföretag): användning av faktablad ***I

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Företag för kollektiva investeringar i överlåtbara värdepapper (fondföretag): användning av faktablad ***I
TEXT_ADOPTED · SV · 2 March 2022
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Družbe za upravljanje kolektivnih naložbenih podjemov za vlaganja v prenosljive vrednostne papirje (KNPVP): uporaba dokumentov s ključnimi podatki ***I
TEXT_ADOPTED · SL · 2 March 2022
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Podniky kolektívneho investovania do prevoditeľných cenných papierov (PKIPCP): používanie dokumentov s kľúčovými informáciami ***I
TEXT_ADOPTED · SK · 2 March 2022
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Societățile de administrare a organismelor de plasament colectiv în valori mobiliare (OPCVM): utilizarea documentelor cu informații esențiale ***I
TEXT_ADOPTED · RO · 2 March 2022
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Sociedades gestoras de organismos de investimento coletivo em valores mobiliários (OICVM): utilização dos documentos de informação fundamental ***I
TEXT_ADOPTED · PT · 2 March 2022
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Stosowanie dokumentów zawierających kluczowe informacje przez spółki zarządzające przedsiębiorstwami zbiorowego inwestowania w zbywalne papiery wartościowe (UCITS) ***I
TEXT_ADOPTED · PL · 2 March 2022
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Instellingen voor collectieve belegging in effecten (icbe’s): het gebruik van essentiële-informatiedocumenten ***I
TEXT_ADOPTED · NL · 2 March 2022
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Impriżi ta' investiment kollettiv f'titoli trasferibbli (UCITS): l-użu ta' dokumenti bl-informazzjoni ewlenija ***I
TEXT_ADOPTED · MT · 2 March 2022
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Pārvedamu vērtspapīru kolektīvo ieguldījumu uzņēmumi (PVKIU): pamatinformācijas dokumentu izmantošana ***I
TEXT_ADOPTED · LV · 2 March 2022
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Kolektyvinio investavimo į perleidžiamuosius vertybinius popierius subjektai (KIPVPS): naudojimasis pagrindinės informacijos dokumentais ***I
TEXT_ADOPTED · LT · 2 March 2022
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Organismi d'investimento collettivo in valori mobiliari (OICVM): uso dei documenti contenenti le informazioni chiave ***I
TEXT_ADOPTED · IT · 2 March 2022
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Az átruházható értékpapírokkal foglalkozó kollektív befektetési vállalkozások (ÁÉKBV): a kiemelt információkat tartalmazó dokumentumok használata ***I
TEXT_ADOPTED · HU · 2 March 2022
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Uporaba dokumenata s ključnim informacijama od strane društava za upravljanje subjektima za zajednička ulaganja u prenosive vrijednosne papire (UCITS) ***I
TEXT_ADOPTED · HR · 2 March 2022
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Gnóthais le haghaidh comhinfheistíocht in urrúis inaistrithe (GCUInna): doiciméid faisnéise bunriachtanaí a úsáid***I
TEXT_ADOPTED · GA · 2 March 2022
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Organismes de placement collectif en valeurs mobilières (OPCVM): utilisation de documents d'informations clés ***I
TEXT_ADOPTED · FR · 2 March 2022
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Siirtokelpoisiin arvopapereihin kohdistuvaa yhteistä sijoitustoimintaa harjoittavat yritykset (yhteissijoitusyritykset): avaintietoasiakirjojen käyttö ***I
TEXT_ADOPTED · FI · 2 March 2022
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Vabalt võõrandatavatesse väärtpaberitesse ühiseks investeerimiseks loodud ettevõtjad (eurofondid) ning põhiteabedokumentide kasutamine ***I
TEXT_ADOPTED · ET · 2 March 2022
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Organismos de inversión colectiva en valores mobiliarios (OICVM): utilización de los documentos de datos fundamentales ***I
TEXT_ADOPTED · ES · 2 March 2022
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Undertakings for collective investment in transferable securities (UCITS): the use of key information documents ***I
TEXT_ADOPTED · EN · 2 March 2022
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Εταιρείες διαχείρισης ορισμένων οργανισμών συλλογικών επενδύσεων σε κινητές αξίες (ΟΣΕΚΑ): χρήση των εγγράφων βασικών πληροφοριών ***I
TEXT_ADOPTED · EL · 2 March 2022
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Organismen für gemeinsame Anlagen in Wertpapieren (OGAW): Verwendung von Basisinformationsblättern ***I
TEXT_ADOPTED · DE · 2 March 2022
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Institutter for kollektiv investering i værdipapirer (investeringsinstitutter): anvendelse af dokumenter med central information ***I
TEXT_ADOPTED · DA · 2 March 2022
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Subjekty kolektivního investování do převoditelných cenných papírů (SKIPCP): používání sdělení klíčových informací správcovskými společnostmi ***I
TEXT_ADOPTED · CS · 2 March 2022
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Предприятия за колективно инвестиране в прехвърлими ценни книжа (ПКИПЦК): използване на основни информационни документи ***I
TEXT_ADOPTED · BG · 2 March 2022
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Sociedades gestoras de organismos de investimento coletivo em valores mobiliários (OICVM): utilização dos documentos de informação fundamental ***I
TEXT_ADOPTED · PT · 22 February 2022
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Sociedades gestoras de organismos de investimento coletivo em valores mobiliários (OICVM): utilização dos documentos de informação fundamental ***I
TEXT_ADOPTED · PT · 22 February 2022
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Impriżi ta' investiment kollettiv f'titoli trasferibbli (UCITS): l-użu ta' dokumenti bl-informazzjoni ewlenija ***I
TEXT_ADOPTED · MT · 21 February 2022
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Impriżi ta' investiment kollettiv f'titoli trasferibbli (UCITS): l-użu ta' dokumenti bl-informazzjoni ewlenija ***I
TEXT_ADOPTED · MT · 21 February 2022
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Stosowanie dokumentów zawierających kluczowe informacje przez spółki zarządzające przedsiębiorstwami zbiorowego inwestowania w zbywalne papiery wartościowe (UCITS) ***I
TEXT_ADOPTED · PL · 21 February 2022
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Stosowanie dokumentów zawierających kluczowe informacje przez spółki zarządzające przedsiębiorstwami zbiorowego inwestowania w zbywalne papiery wartościowe (UCITS) ***I
TEXT_ADOPTED · PL · 21 February 2022
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Vabalt võõrandatavatesse väärtpaberitesse ühiseks investeerimiseks loodud ettevõtjad (eurofondid) ning põhiteabedokumentide kasutamine ***I
TEXT_ADOPTED · ET · 21 February 2022
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Vabalt võõrandatavatesse väärtpaberitesse ühiseks investeerimiseks loodud ettevõtjad (eurofondid) ning põhiteabedokumentide kasutamine ***I
TEXT_ADOPTED · ET · 21 February 2022
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Siirtokelpoisiin arvopapereihin kohdistuvaa yhteistä sijoitustoimintaa harjoittavat yritykset (yhteissijoitusyritykset): avaintietoasiakirjojen käyttö ***I
TEXT_ADOPTED · FI · 18 February 2022
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Siirtokelpoisiin arvopapereihin kohdistuvaa yhteistä sijoitustoimintaa harjoittavat yritykset (yhteissijoitusyritykset): avaintietoasiakirjojen käyttö ***I
TEXT_ADOPTED · FI · 18 February 2022
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Organismen für gemeinsame Anlagen in Wertpapieren (OGAW): Verwendung von Basisinformationsblättern ***I
TEXT_ADOPTED · DE · 17 February 2022
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Organismen für gemeinsame Anlagen in Wertpapieren (OGAW): Verwendung von Basisinformationsblättern ***I
TEXT_ADOPTED · DE · 17 February 2022
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Societățile de administrare a organismelor de plasament colectiv în valori mobiliare (OPCVM): utilizarea documentelor cu informații esențiale ***I
TEXT_ADOPTED · RO · 14 February 2022
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Societățile de administrare a organismelor de plasament colectiv în valori mobiliare (OPCVM): utilizarea documentelor cu informații esențiale ***I
TEXT_ADOPTED · RO · 14 February 2022
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Organismos de inversión colectiva en valores mobiliarios (OICVM): utilización de los documentos de datos fundamentales ***I
TEXT_ADOPTED · ES · 9 February 2022
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Organismos de inversión colectiva en valores mobiliarios (OICVM): utilización de los documentos de datos fundamentales ***I
TEXT_ADOPTED · ES · 9 February 2022
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Uporaba dokumenata s ključnim informacijama od strane društava za upravljanje subjektima za zajednička ulaganja u prenosive vrijednosne papire (UCITS) ***I
TEXT_ADOPTED · HR · 9 February 2022
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Uporaba dokumenata s ključnim informacijama od strane društava za upravljanje subjektima za zajednička ulaganja u prenosive vrijednosne papire (UCITS) ***I
TEXT_ADOPTED · HR · 9 February 2022
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Organismes de placement collectif en valeurs mobilières (OPCVM): utilisation de documents d'informations clés ***I
TEXT_ADOPTED · FR · 8 February 2022
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Organismes de placement collectif en valeurs mobilières (OPCVM): utilisation de documents d'informations clés ***I
TEXT_ADOPTED · FR · 8 February 2022
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Družbe za upravljanje kolektivnih naložbenih podjemov za vlaganja v prenosljive vrednostne papirje (KNPVP): uporaba dokumentov s ključnimi podatki ***I
TEXT_ADOPTED · SL · 8 February 2022
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Družbe za upravljanje kolektivnih naložbenih podjemov za vlaganja v prenosljive vrednostne papirje (KNPVP): uporaba dokumentov s ključnimi podatki ***I
TEXT_ADOPTED · SL · 8 February 2022
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Pārvedamu vērtspapīru kolektīvo ieguldījumu uzņēmumi (PVKIU): pamatinformācijas dokumentu izmantošana ***I
TEXT_ADOPTED · LV · 7 February 2022
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Pārvedamu vērtspapīru kolektīvo ieguldījumu uzņēmumi (PVKIU): pamatinformācijas dokumentu izmantošana ***I
TEXT_ADOPTED · LV · 7 February 2022
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Podniky kolektívneho investovania do prevoditeľných cenných papierov (PKIPCP): používanie dokumentov s kľúčovými informáciami ***I
TEXT_ADOPTED · SK · 7 February 2022
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Podniky kolektívneho investovania do prevoditeľných cenných papierov (PKIPCP): používanie dokumentov s kľúčovými informáciami ***I
TEXT_ADOPTED · SK · 7 February 2022
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Official source: https://oeil.secure.europarl.europa.eu/oeil/popups/ficheprocedure.do?lang=en&reference=2021%2F0219(COD)
Open data entity: https://data.europarl.europa.eu/api/v2/procedures/2021-0219
eu · 2021-0219 · source updated 20 December 2021