+Article 4 2.

Article 4 2.

The PEPP contract shall in particular include the following:

(a) 

a description of the Basic PEPP, as referred to in Article 45, including information on the guarantee on the capital invested or the investment strategy directed at ensuring the capital protection;

(b) 

a description of the alternative investment options, as referred to in Article 42(2), where applicable;

(c) 

the conditions related to the modification of the investment option referred to in Article 44;

(d) 

where the PEPP offers biometric risk coverage, details of that coverage, including the circumstances that would trigger it;

(e) 

a description of the PEPP retirement benefits, in particular the possible forms of out-payments and the right to change the form of out-payment referred to in Article 59;

(f) 

the conditions related to the portability service referred to in Articles 17 to 20 including information on the Member States for which a sub-account is available;

(g) 

the conditions related to the switching service referred to in Articles 52 to 55;

(h) 

the categories of costs and total aggregate costs expressed in percentage terms and in monetary terms, where applicable;

(i) 

the conditions related to the accumulation phase for the sub-account corresponding to the Member State of residence of the PEPP saver referred to in Article 47;

(j) 

the conditions related to the decumulation phase for the sub-account corresponding to the Member State of residence of the PEPP saver referred to in Article 57;

(k) 

where applicable, the conditions under which advantages or incentives granted are to be repaid to the Member State of residence of the PEPP saver.

1. Prezentare generală

,
Titlu Reglementare

1.1 Referințe

1.2 Cerințe identificate

1.3 Standarde asociate

2. Cerințe identificate

Cerințe
Sursă Cerință

3. Standarde asociate

Standarde
Sursă Cerință
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