Professionals

30. In the event that the distributor has chosen to make use of the opt-out, where on the marketing materials must the sentence appear stating that the product is considered particularly complex under the terms of the FSMA's moratorium?

The sentence referred to in point 2 of the moratorium must appear at the top of the first page of the document.

It is, moreover, good market practice to follow the aforementioned text by this phrase: 'This document is addressed solely to clients who hold moveable assets with X that exceed EUR 500,000 and that allow an investment in structured products with the portion of the moveable assets held with X that exceeds EUR 500,000.'