Undertakings for collective investment in transferable securities (UCITS): the use of key information documents
Amending Directive 2009/65/EC as regards the use of key information documents by management companies of undertakings for collective investment in transferable securities (UCITS)
- Stage
- In force, reached 20 Dec 2021
- In force
- In force since 21 Dec 2021 · CELEX 32021L2261
- Transposition deadline
- 30 Jun 2022
- Procedure
- Ordinary legislative procedure
- Rapporteur
- Jonás Fernández (S&D)
- Lead DG
- DG FISMA
- Last activity
- 7 Feb 2022
Where it stands
Latest: Discussions within the Council or its preparatory bodies, 7 Feb 2022.
ShowHide the earlier record: 8 dates, 15 Jul 2021 to 23 Nov 2021
- 15 Jul 2021
- Adoption by Commission
- Discussions within the Council or its preparatory bodies
- 27 Aug 2021
- Discussions within the Council or its preparatory bodies
- 9 Sept 2021
- Feedback on adopted proposal closed: Quick Fix to the UCITS Directive, 9 responses · Commission
- 13 Sept 2021
- Plenary sitting
- Referred to committee
- 2 Nov 2021
- Discussions within the Council or its preparatory bodies
- 5 Nov 2021
- Discussions within the Council or its preparatory bodies
- 22 Nov 2021
- Plenary sitting
- 23 Nov 2021
- Plenary adopted first-reading position
- Plenary vote
- Plenary sitting
- 25 Nov 2021
- Plenary vote results
- 26 Nov 2021
- Discussions within the Council or its preparatory bodies
- 2 Dec 2021
- Discussions within the Council or its preparatory bodies
- 3 Dec 2021
- Discussions within the Council or its preparatory bodies
- 9 Dec 2021
- Approval of the EP's first reading position by the Council (adoption of the legislative act)
- 15 Dec 2021
- Signed
- 20 Dec 2021
- Published in the Official Journal
- 7 Feb 2022
- Discussions within the Council or its preparatory bodies
Who is on it
The Parliament's rapporteurs, shadow rapporteurs and opinion rapporteurs currently on this file.
| Role | Name | Group | Country | Committee |
|---|---|---|---|---|
| Rapporteur | Jonás Fernández | S&D | ES | ECON |
| Shadow rapporteur | Eugen Jurzyca | ECR | SK | ECON |
| Shadow rapporteur | Gunnar Beck | PfE | DE | ECON |
| Shadow rapporteur | José Gusmão | The Left | PT | ECON |
| Shadow rapporteur | Sirpa Pietikäinen | EPP | FI | ECON |
| Shadow rapporteur | Stéphanie YON-COURTIN | Renew | FR | ECON |
| Shadow rapporteur | Sven Giegold | Greens/EFA | DE | ECON |
Documents
Newest first. Each opens at its source.
- Report · A9-0301/2021Parliament
- Proposal · COM(2021)0399Parliament
- Text adopted · Directive 2021/2261Commission
- Text adopted · OJ L 455 20.12.2021, p. 0015Commission
- Report · PE697.633Parliament
- Text adopted · SP(2021)792Parliament
- Text adopted · T9-0462/2021Parliament
Consultations on it
The Commission's Have Your Say consultations linked to this file. Each title opens on the Commission's portal.
| Consultation | Feedback deadline | Feedback received |
|---|---|---|
| 9 Sept 2021 | 9 |
Summary
GeneratedThis amendment to Directive 2009/65/EC permits UCITS management companies to provide the Key Information Document (KID) digitally by default, aligning UCITS rules with PRIIPs requirements. It affects asset managers, investment funds, and retail investors. The legislation was adopted and entered into force in December 2021.
What the workspace adds on this file
Everything above is the public record. Subscribers see this page with their own layer on top.
Why it matters to you
What moved
Your contacts on it
A first draft
Sources: EP Legislative Observatory · EUR-Lex. Record as of 14 Sept 2026. Something wrong on this page? Report an error.
Request access
See this file with your own layer on top: why it matters to you, your contacts on it and a first draft. We’ll schedule a 20-minute walkthrough.
EU-hosted · GDPR-compliant · Trust Center →
By submitting, you agree to our privacy policy.