Investment Funds, Official texts & related documents, Information on Instruments

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Information on Instruments
issued in accordance with Article 52(4) of the Directive 2009/65/EC

Article52(4) of the Directive 2009/65/EC of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) allows Member States to raise investment limits for harmonised investment funds (UCITS) regarding their investment in certain bonds which meet the requirements set out in this provision. According to Article 52(4) third sub-paragraph, it is the aim of this web-site to make information received from Member States public.

This shall improve transparency and provide easy access to information on the legal basis allowing for the issue of instruments meeting the requirements of Article 52(4) and – as far as possible – information on the eligible individual instruments and their issuers. However, due to the ongoing expiration and new issues of these bonds, information on this site cannot be exhaustive or updated daily. Therefore it is advisable to get in touch with the contact point if up-to-date and precise information on the eligibility of a certain bond is needed.

It is still possible to retrieve older notifications by clicking on “previous notifications”.


Member State/EEA Country List of issuers and issues Legal base Contact points Change in investment limit Comments
Bulgaria         PDFAnglais
Belgium PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Czech Republic PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Denmark PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Cyprus PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Germany PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Estonia   PDFAnglais PDFAnglais   PDFAnglais
Greece PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
France PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Hungary PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Ireland PDFAnglais   PDFAnglais PDFAnglais PDFAnglais
Italy PDFEnglish PDFEnglish      
Latvia PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Lithuania PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Luxembourg PDFFrançais PDFAnglais PDFAnglais PDFAnglais  
Malta         PDFEnglish
Norway PDFAnglais        
Netherlands PDFAnglais   PDFAnglais   PDFAnglais
Austria PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Poland PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Portugal PDFAnglais PDFAnglais PDFAnglais PDFAnglais  
Romania   PDFAnglais PDFAnglais PDFAnglais PDFAnglais
Slovenia         PDFEnglish
Slovakia PDFEnglish PDFEnglish PDFEnglish PDFEnglish  
Finland PDFEnglish PDFAnglais PDFEnglish PDFEnglish  
Sweden PDFAnglais
 
Annex 1 PDFAnglais
Annex 2 PDFAnglais
Annex 3 PDFAnglais
Annex 4 PDFAnglais
Annex 5 PDFAnglais
Annex 6 PDFAnglais
Annex 7 PDFAnglais
PDFAnglais PDFAnglais PDFAnglais  
United Kingdom PDFAnglais PDFAnglais PDFAnglais PDFAnglais

Last update: 22.11.2012