Regulatory Alerts2024-01-01
Regulation on Marketing, the Information Prospectus and Other Information for Members of Mandatory Pension Funds – Unofficial Consolidated Text (Official Gazette No. 2/20, 80/20 and 52/24)
The Croatian Financial Services Supervision Agency (HANFA) issued this Regulation to standardize marketing content, the structure and language of information prospectuses, and mandatory website disclosures for members of mandatory pension funds. It establishes precise calculation methods for returns and unit values, mandates detailed portfolio transparency including top holdings and risk exposures, and requires pension companies to publish comprehensive fee structures, historical performance data, and governance updates online. Furthermore, it defines strict formatting rules for prospectus introductions, ensures plain-language accessibility for members, and aligns valuation practices with International Financial Reporting Standards to enhance investor protection and market transparency.