Common use of Marketing of funds Clause in Contracts

Marketing of funds. All marketing of funds within the premium pension sector by the Fund Manager and Related Party, irrespective of the way in which the marketing takes place, shall be designed in accordance with applicable provisions on marketing and good marketing practice. Amongst other things, this means that the marketing shall be designed in accordance with provisions and other regulations, court and authority orders, good business practice, etc., and shall always be in line with relevant industry guidelines. The Fund Manager shall, to the best of its ability, ensure that the Related Party also fulfils this condition. In all marketing of funds in the premium pension sector, all relevant information shall be provided. The information must be clear, objective and give an account of the risks associated with the fund being offered. In the case of specific information being provided, e.g. with regard to previously achieved returns, calculation examples with assumptions about future returns, comparisons of returns between funds or similar, the marketing must be designed so that its content is clear and accurate, provides a balanced impression, and in its entirety is consistent with code of conduct and not misleading in any respect. The Fund Manager or Related Party must not use value judgements or similar words and expressions if these are not relevant and trustworthy. In the marketing of funds, the offer must state that there is a KIID and prospectus for the fund and where they are available.

Marketing of funds. All marketing of funds within the premium pension sector by the Fund Manager and Related Party, irrespective of the way in which the marketing takes place, shall be designed in accordance with applicable provisions on marketing and good marketing practice. Amongst other things, this means that the marketing shall be designed in accordance with provisions and other regulations, court and authority orders, good business practice, etc., and shall always be in line with relevant industry guidelines. The Fund Manager shall, to the best of its ability, ensure that the Related Party also fulfils this condition. In all marketing of funds in the premium pension sector, all relevant information shall be provided. The information must be clear, objective and give an account of the risks associated with the fund being offered. In the case of specific information being provided, e.g. with regard to previously achieved returns, calculation examples with assumptions about future returns, comparisons of returns between funds or similar, the marketing must be designed so that its content is clear and accurate, provides a balanced impression, and in its entirety is consistent with code of conduct and not misleading in any respect. The Fund Manager or Related Party must not use value judgements or similar words and expressions if these are not relevant and trustworthy. trustworthy.‌‌‌‌‌‌‌‌ In the marketing of funds, the offer must state that there is a KIID and prospectus for the fund and where they are available.