Regulatory Alerts2025-07-09
Regulation of the Financial Market Authority concerning the Key Investor Information Document
The Austrian Financial Market Authority issued this regulation to mandate the preparation of Key Investor Information Documents for UCITS and specific other portfolios. It establishes detailed methodologies for calculating the Synthetic Risk and Reward Indicator, including specific volatility formulas for market, absolute return, total return, life cycle, and structured funds. Additionally, the text defines the scope of ongoing charges, outlining which costs must be included or excluded in the disclosure and specifying calculation procedures for both existing and newly established funds.
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