1. — Regulation (EU) 2015/760 of the European Parliament and of the Council of 29…

1.

Regulation (EU) 2015/760 of the European Parliament and of the Council of 29 April 2015 on European long-term investment funds (Text with EEA relevance) · European Union

When directly offering or placing units or shares of an ELTIF to a retail investor, the manager of the ELTIF shall obtain information regarding the following: the retail investor's knowledge and experience in the investment field relevant to the ELTIF; the retail investor's financial situation, including that investor's ability to bear losses; the retail investor's investment objectives, including that investor's time horizon. Based on the information obtained under the first subparagraph, the manager of the ELTIF shall recommend the ELTIF only if it is suitable for that particular retail investor.

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Source: EUR-Lex (Cellar) · retrieved 2026-10-30 · Text as adopted (Official Journal); later amendments are not incorporated in this text.