A stable, well-functioning financial market for allA stable, well-functioning financial market for allNotification by foreign UCITS regarding marketing of units in the undertaking in Sweden
A foreign UCITS which is domiciled within the EEA and has such authorisation in its home state as set out in 2009/65/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) may market units in the undertaking here in Sweden without special authorisation.
The foreign UCITS must notify the competent authority in its home state before the operations commence.
A foreign UCITS that markets shares in the undertaking in Sweden pursuant to Chapter 1, section 7 of the Swedish UCITS (2004:46) must provide investors with the undertaking's key investor information documents in Swedish (although this does not apply to key investor information documents referred to in Chapter 4, section 16b of the Swedish UCITS Act) and with the prospectus, annual report and half-yearly report in Swedish or English (Chapter 32, sections 5–6 of FFFS 2013:9).
Fee
No fee is charged.
Processing time
Operations may commence on the day the foreign UCITS receives communication from the competent authority in the home country that information about the marketing activities has been handed over to FI.
Changes to the operations
Where the foreign UCITS intends to change the information about the marketing activities after commencing operations, it must notify FI in writing before the change is implemented. The foreign UCITS must also inform FI about amendments to documents submitted together with the notification. See the link to instructions for such notification.
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Last reviewed: 2025-03-06
