Regulatory Alerts2017-01-01
Added · Updated
Rulebook on Promotion and Other Information for Members of Voluntary Pension Funds – Unofficial Consolidated Text (NN, Nos. 101/2014, 41/2017 and 70/2024)
The Croatian Financial Services Supervisory Agency (HANFA) issued this Rulebook to establish mandatory requirements for voluntary pension funds regarding promotional material, performance reporting, quarterly member reports, and website disclosures. It mandates precise calculation methods for fund shares, standardized presentation of returns and fees, and timely publication of material legal and business events. Furthermore, it specifies exact data structures for portfolio composition, risk disclosures, and award recognitions to ensure transparency and prevent misleading information for fund members.
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