This document is an excerpt from the EUR-Lex website
Document 02014R0964-20190216
Terms and conditions for off-the-shelf financial instruments
Terms and conditions for off-the-shelf financial instruments
SUMMARY OF:
WHAT IS THE AIM OF THE IMPLEMENTING REGULATION?
It sets out the rules regarding the standard terms and conditions that make so-called off-the-shelf financial instruments ready to use. These instruments already comply with the European Fund for Strategic Investments regulation and State aid policy.
KEY POINTS
Off-the-shelf financial instruments
These financial instruments are:
Scope
The regulation sets out rules covering the standard terms and conditions for the following financial instruments:
Content of a funding agreement
An annotated table of the content of a funding agreement between a managing authority* and a financial intermediary* is set out in the annex to the regulation. The content includes, among others:
FROM WHEN DOES THE IMPLEMENTING REGULATION APPLY?
It has applied since 2 October 2014.
BACKGROUND
For more information, see:
KEY TERMS
MAIN DOCUMENT
Commission Implementing Regulation (EU) No 964/2014 of 11 September 2014 laying down rules for the application of Regulation (EU) No 1303/2013 of the European Parliament and of the Council as regards standard terms and conditions for financial instruments (OJ L 271, 12.9.2014, pp. 16-44)
Successive amendments to Regulation (EU) No 964/2014 have been incorporated into the original document. This consolidated version is of documentary value only.
RELATED DOCUMENT
Regulation (EU) No 1303/2013 of the European Parliament and of the Council of 17 December 2013 laying down common provisions on the European Regional Development Fund, the European Social Fund, the Cohesion Fund, the European Agricultural Fund for Rural Development and the European Maritime and Fisheries Fund and laying down general provisions on the European Regional Development Fund, the European Social Fund, the Cohesion Fund and the European Maritime and Fisheries Fund and repealing Council Regulation (EC) No 1083/2006 (OJ L 347, 20.12.2013, pp. 320-469)
See consolidated version.
last update 28.01.2019