08.07.2009 – UCITS Disclosure Testing Research Report
The study tested the contents and form of the KII on a representative sample of retail investors and intermediaries, so that the KII could be developed and fine-tuned in the light of how well it was being understood and used by retail investors. The research was spread over two phases and used both qualitative and quantitative research techniques. The first phase focused on various approaches to the content and form of individual elements of the KII (e.g. information about risks or costs). The second phase focused on proposals for the KII document as a whole, building on the elements that worked best in the first phase. All proposals were developed with the input and aid of CESR, which has been developing in parallel its advice to the Commission on the content and form of the KII.
15.05 and 17.07.2006 – Simplified prospectus workshops
| 17.07.2006 | 2nd Simplified Prospectus workshop | |
| Summary | ||
| Annotated agenda and annexes | 1  - 2 - 3 - 4 - 5 - 6 |
|
| Background information | 1 |
|
| Presentations | 1 - 2 - 3 - 4 - 5 - 6 - 7 |
|
| 15.05.2006 | 1st Simplified Prospectus workshop | |
| Summary | 1 |
|
| Annotated agenda | 1 |
|
| Background information and annexes | 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 |
|
| Presentations | 1 - 2 - 3 |
|