2.

The PEPP contract shall in particular include the following: a description of the Basic PEPP, as referred to in Article 45, including information on the guarantee on the capital invested or the investment strategy directed at ensuring the capital protection; a description of the alternative investment options, as referred to in Article 42(2), where applicable; the conditions related to the modification of the investment option referred to in Article 44; where the PEPP offers biometric risk coverage, details of that coverage, including the circumstances that would trigger it; a description of the PEPP retirement benefits, in particular the possible forms of out-payments and the right to change the form of out-payment referred to in Article 59; the conditions related to the portability service referred to in Articles 17 to 20 including information on the Member States for which a sub-account is available; the conditions related to the switching service referred to in Articles 52 to 55; the categories of costs and total aggregate costs expressed in percentage terms and in monetary terms, where applicable; the conditions related to the accumulation phase for the sub-account corresponding to the Member State of residence of the PEPP saver referred to in Article 47; the conditions related to the decumulation phase for the sub-account corresponding to the Member State of residence of the PEPP saver referred to in Article 57; where applicable, the conditions under which advantages or incentives granted are to be repaid to the Member State of residence of the PEPP saver.

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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.