natgillin/translations-raw huggingface dataset:
Meddelelsen gives på et varigt medium, hvis de oplysninger, den vedrører, blev givet på et varigt medium.
That notification shall be given in a durable medium if the information to which it relates is given in a durable medium.
Medlemsstaterne kræver, at investeringsselskaber sikrer, at de oplysninger, der gives i markedsføringsmateriale, stemmer overens med oplysninger, som selskabet giver sine kunder, når det yder investeringsservice og leverer accessoriske tjenesteydelser.
Member States shall require investment firms to ensure that information contained in a marketing communication is consistent with any information the firm provides to clients in the course of carrying on investment and ancillary services.
Medlemsstaterne sikrer, at hvis markedsføringsmateriale indeholder et tilbud eller en opfordring af nedenstående art, og det specificerer, hvorledes der kan svares, eller indeholder en svarformular, skal det indeholde de dele af de i artikel 30-33 bestemte oplysninger, som er relevante i forhold til tilbuddet eller opfordringen:
Member States shall ensure that, where a marketing communication contains an offer or invitation of the following nature and specifies the manner of response or includes a form by which any response may be made, it includes such of the information referred to in Articles 30 to 33 as is relevant to that offer or invitation:
et tilbud om at indgå en aftale angående et finansielt instrument eller en investeringsservice eller accessoriske tjenesteydelser med den person, der svarer på meddelelsen
an offer to enter into an agreement in relation to a financial instrument or investment service or ancillary service with any person who responds to the communication;
en opfordring til den person, der svarer på meddelelsen, om at komme med et tilbud om indgåelse af en aftale angående et finansielt instrument eller investeringsservice eller accessoriske tjenesteydelser.
an invitation to any person who responds to the communication to make an offer to enter into an agreement in relation to a financial instrument or investment service or ancillary service.
Første afsnit finder imidlertid ikke anvendelse, hvis den potentielle detailkunde for at svare på et tilbud eller en opfordring i markedsføringsmateriale skal henvise til et eller flere andre dokumenter, som alene eller sammen indeholder disse oplysninger.
However, the first subparagraph shall not apply if, in order to respond to an offer or invitation contained in the marketing communication, the potential retail client must refer to another document or documents, which, alone or in combination, contain that information.
(Artikel 19, stk. 3, første led, i direktiv 2004/39/EF)
(first indent of Article 19(3) of Directive 2004/39/EC)
Oplysninger om investeringsselskabet og dets tjenesteydelser til detailkunder og potentielle detailkunder
Information about the investment firm and its services for retail clients and potential retail clients
Medlemsstaterne kræver, at investeringsselskaber giver detailkunder eller potentielle detailkunder følgende generelle oplysninger, når det er relevant:
Member States shall require investment firms to provide retail clients or potential retail clients with the following general information, where relevant:
investeringsselskabets navn og adresse med de nødvendige kontaktoplysninger, så kunderne kan kommunikere effektivt med selskabet
the name and address of the investment firm, and the contact details necessary to enable clients to communicate effectively with the firm;
de sprog, som kunden kan anvende, når der kommunikeres med investeringsselskabet, og når kunden modtager dokumenter og andre oplysninger fra selskabet
the languages in which the client may communicate with the investment firm, and receive documents and other information from the firm;
de kommunikationsmetoder, der skal anvendes mellem investeringsselskabet og kunden, herunder om nødvendigt metoderne for ordregivning og -modtagelse
the methods of communication to be used between the investment firm and the client including, where relevant, those for the sending and reception of orders;
en erklæring om, at investeringsselskabet er meddelt tilladelse med angivelse af navn og kontaktadresse på den myndighed, der har meddelt tilladelsen
a statement of the fact that the investment firm is authorised and the name and contact address of the competent authority that has authorised it;
hvis investeringsselskabet virker gennem en tilknyttet agent, oplyses dette med angivelse af den medlemsstat, hvor agenten er registreret
where the investment firm is acting through a tied agent, a statement of this fact specifying the Member State in which that agent is registered;
arten og hyppigheden af samt tidspunktet for de resultatrapporter om tjenesteydelsen, som investeringsselskabet skal give kunden i overensstemmelse med artikel 19, stk. 8, i direktiv 2004/39/EF
the nature, frequency and timing of the reports on the performance of the service to be provided by the investment firm to the client in accordance with Article 19(8) of Directive 2004/39/EC;
hvis investeringsselskabet opbevarer kunders finansielle instrumenter eller midler, gives en kortfattet beskrivelse af de foranstaltninger, selskabet træffer med henblik på at beskytte disse finansielle instrumenter eller midler, herunder nærmere enkeltheder om relevante ordninger for erstatning til investor eller indskudsgaranti, som gælder for selskabets virksomhed i en medlemsstat
if the investment firm holds client financial instruments or client funds, a summary description of the steps which it takes to ensure their protection, including summary details of any relevant investor compensation or deposit guarantee scheme which applies to the firm by virtue of its activities in a Member State;
en beskrivelse, der kan gives i resuméform, af virksomhedens politik vedrørende interessekonflikter i overensstemmelse med artikel 22
a description, which may be provided in summary form, of the conflicts of interest policy maintained by the firm in accordance with Article 22;
når som helst kunden anmoder om det, yderligere oplysninger om den pågældende politik vedrørende interessekonflikter på et varigt medium eller ved hjælp af et websted (når det ikke udgør et varigt medium), forudsat at betingelserne i artikel 3, stk. 2, er opfyldt.
at any time that the client requests it, further details of that conflicts of interest policy in a durable medium or by means of a website (where that does not constitute a durable medium) provided that the conditions specified in Article 3(2) are satisfied.
Medlemsstaterne sikrer, at når investeringsselskaber udfører porteføljepleje, indfører de en passende metode for evaluering og sammenligning såsom et relevant benchmark, der er baseret på kundens investeringsmål og de typer finansielle instrumenter, der er i kundens portefølje, således at den kunde, tjenesteydelsen leveres til, kan vurdere selskabets resultater.
Member States shall ensure that, when providing the service of portfolio management, investment firms establish an appropriate method of evaluation and comparison such as a meaningful benchmark, based on the investment objectives of the client and the types of financial instruments included in the client portfolio, so as to enable the client for whom the service is provided to assess the firm's performance.
Medlemsstaterne kræver, at hvis investeringsselskaber tilbyder porteføljepleje til en detailkunde eller en potentiel detailkunde, skal de ud over de i stk. 1 krævede oplysninger give kunden de af følgende oplysninger, der er relevante:
Member States shall require that where investment firms propose to provide portfolio management services to a retail client or potential retail client, they provide the client, in addition to the information required under paragraph 1, with such of the following information as is applicable:
oplysninger om metoden for og hyppigheden af vurderingen af de finansielle instrumenter i kundeporteføljen
information on the method and frequency of valuation of the financial instruments in the client portfolio;
nærmere enkeltheder om en eventuel uddelegering af den skønsmæssige styring af alle eller dele af de finansielle instrumenter eller midler i kundens portefølje
details of any delegation of the discretionary management of all or part of the financial instruments or funds in the client portfolio;
en specifikation af et benchmark, som præstationen for kundens portefølje kan sammenlignes med
a specification of any benchmark against which the performance of the client portfolio will be compared;
de typer finansielle instrumenter, der kan indgå i kundeporteføljen, og de typer transaktioner der kan gennemføres med sådanne instrumenter, herunder eventuelle lofter
the types of financial instrument that may be included in the client portfolio and types of transaction that may be carried out in such instruments, including any limits;
styringsmålene, risikoniveauet, der skal afspejles i bestyrerens beslutningskompetence, og specifikke begrænsninger i denne kompetence.
the management objectives, the level of risk to be reflected in the manager's exercise of discretion, and any specific constraints on that discretion.
(Artikel 19, stk. 3, andet led, i direktiv 2004/39/EF)
(second indent of Article 19(3) of Directive 2004/39/EC)
Oplysninger om finansielle instrumenter
Information about financial instruments
Medlemsstaterne kræver, at investeringsselskaber giver kunder og potentielle kunder en generel beskrivelse af de finansielle instrumenters art og de dermed forbundne risici, idet der navnlig tages hensyn til kundens indplacering i kategorien som enten detailkunde eller professionel kunde.
Member States shall require investment firms to provide clients or potential clients with a general description of the nature and risks of financial instruments, taking into account, in particular, the client's categorisation as either a retail client or a professional client.
Beskrivelsen skal vedrøre arten af den specifikke type instrument og de særlige risici, der er forbundet med denne type instrument, og være tilstrækkelig detaljeret til, at kunden kan træffe en informeret beslutning om at investere.
That description must explain the nature of the specific type of instrument concerned, as well as the risks particular to that specific type of instrument in sufficient detail to enable the client to take investment decisions on an informed basis.
Beskrivelsen af risiciene skal, når det er relevant for den specifikke type instrument og kundens status og viden, omfatte følgende:
The description of risks shall include, where relevant to the specific type of instrument concerned and the status and level of knowledge of the client, the following elements:
risiciene ved denne type finansielle instrumenter, herunder en forklaring af gearing og dens virkninger samt risikoen for at miste hele investeringen
the risks associated with that type of financial instrument including an explanation of leverage and its effects and the risk of losing the entire investment;
kursudsvingene for sådanne instrumenter og eventuelle begrænsninger på det tilgængelige marked for sådanne instrumenter
the volatility of the price of such instruments and any limitations on the available market for such instruments;
om investor som følge af transaktioner i sådanne instrumenter skal påtage sig finansielle og øvrige forpligtelser, herunder eventualforpligtelser ud over udgifterne til at anskaffe instrumenterne
the fact that an investor might assume, as a result of transactions in such instruments, financial commitments and other additional obligations, including contingent liabilities, additional to the cost of acquiring the instruments;
eventuelle margenkrav eller lignende forpligtelser, der gælder for denne type instrumenter.
any margin requirements or similar obligations, applicable to instruments of that type.
Medlemsstaterne kan specificere de præcise betingelser for eller indholdet af den i dette stykke bestemte beskrivelse.
Member States may specify the precise terms, or the contents, of the description of risks required under this paragraph.
Hvis et investeringsselskab giver en detailkunde eller potentiel detailkunde oplysninger om et finansielt instrument, der på det pågældende tidspunkt udbydes til offentligheden, og der er offentliggjort et prospekt i forbindelse med tilbuddet i overensstemmelse med direktiv 2003/71/EF, skal selskabet informere kunden eller den potentielle kunde om, hvor prospektet er gjort tilgængeligt for offentligheden.
If an investment firm provides a retail client or potential retail client with information about a financial instrument that is the subject of a current offer to the public and a prospectus has been published in connection with that offer in accordance with Directive 2003/71/EC, that firm shall inform the client or potential client where that prospectus is made available to the public.
Såfremt risiciene ved et finansielt instrument bestående af to eller flere forskellige finansielle instrumenter eller tjenesteydelser forventes at være større end risiciene ved nogen af enkeltdelene, skal investeringsselskabet give en dækkende beskrivelse af det instruments enkeltdele og den måde, hvorpå deres indbyrdes påvirkning øger risiciene.
Where the risks associated with a financial instrument composed of two or more different financial instruments or services are likely to be greater than the risks associated with any of the components, the investment firm shall provide an adequate description of the components of that instrument and the way in which its interaction increases the risks.
Ved finansielle instrumenter, der indeholder en garanti fra tredjemand, skal oplysningerne om garantien indeholde tilstrækkelige detaljer om garanten og garantien, således at detailkunden eller den potentielle detailkunde kan foretage en rimelig vurdering af garantien.
In the case of financial instruments that incorporate a guarantee by a third party, the information about the guarantee shall include sufficient detail about the guarantor and the guarantee to enable the retail client or potential retail client to make a fair assessment of the guarantee.
Oplysningskrav i forbindelse med beskyttelse af kunders finansielle instrumenter og kunders midler
Information requirements concerning safeguarding of client financial instruments or client funds
Medlemsstaterne sikrer, at når investeringsselskaber opbevarer finansielle instrumenter eller midler, der tilhører detailkunder, giver de disse kunder eller potentielle kunder de i stk. 2-7 specificerede oplysninger, når det er relevant.
Member States shall ensure that, where investment firms hold financial instruments or funds belonging to retail clients, they provide those retail clients or potential retail clients with such of the information specified in paragraphs 2 to 7 as is relevant.
Hvis en detailkundes eller potentiel detailkundes finansielle instrumenter eller midler opbevares af tredjemand på investeringsselskabets vegne, meddeler investeringsselskabet dette til kunden sammen med det ansvar, som investeringsselskabet i henhold til national lovgivning påtager sig for tredjemandens handlinger eller udeladelser og konsekvenserne for kunden, hvis tredjemand bliver insolvent.
The investment firm shall inform the retail client or potential retail client where the financial instruments or funds of that client may be held by a third party on behalf of the investment firm and of the responsibility of the investment firm under the applicable national law for any acts or omissions of the third party and the consequences for the client of the insolvency of the third party.
Hvis detailkundens eller den potentielle detailkundes finansielle instrumenter, når dette er tilladt i henhold til national lovgivning, opbevares på en samlet konto af tredjemand, oplyser investeringsselskabet kunden herom, og det giver en tydelig advarsel om de dermed forbundne risici.
Where financial instruments of the retail client or potential retail client may, if permitted by national law, be held in an omnibus account by a third party, the investment firm shall inform the client of this fact and shall provide a prominent warning of the resulting risks.
Hvis det i henhold til national lovgivning ikke er muligt at holde kunders finansielle instrumenter, der opbevares af tredjemand, adskilt fra denne tredjemands eller investeringsselskabets egne finansielle instrumenter, oplyser investeringsselskabet detailkunden eller den potentielle detailkunde herom og giver en tydelig advarsel om de dermed forbundne risici.
The investment firm shall inform the retail client or potential retail client where it is not possible under national law for client financial instruments held with a third party to be separately identifiable from the proprietary financial instruments of that third party or of the investment firm and shall provide a prominent warning of the resulting risks.
Hvis konti, der indeholder finansielle instrumenter eller midler, som tilhører en kunde eller potentiel kunde, er eller vil blive underlagt retsreglerne i en anden jurisdiktion end en medlemsstat, oplyser investeringsselskabet kunden eller den potentielle kunde herom og gør opmærksom på, at kundens eller den potentielle kundes rettigheder i forbindelse med disse finansielle instrumenter eller midler kan variere som følge heraf.
The investment firm shall inform the client or potential client where accounts that contain financial instruments or funds belonging to that client or potential client are or will be subject to the law of a jurisdiction other than that of a Member State and shall indicate that the rights of the client or potential client relating to those financial instruments or funds may differ accordingly.
Et investeringsselskab oplyser kunden om, hvorvidt selskabet har eller kan have stillet sikkerhed for eller har eller kan have pant i kundens finansielle instrumenter eller midler, eller har eller kan have modregningsret i relation til disse instrumenter eller midler, og om muligt vilkårene herfor.
An investment firm shall inform the client about the existence and the terms of any security interest or lien which the firm has or may have over the client's financial instruments or funds, or any right of set-off it holds in relation to those instruments or funds.
Når det er relevant, informerer det også kunden om, at en depositar kan have stillet sikkerhed for eller have pant i disse instrumenter eller midler eller kan have modregningsret i relation til dem.
Where applicable, it shall also inform the client of the fact that a depository may have a security interest or lien over, or right of set-off in relation to those instruments or funds.
Før et investeringsselskab indgår i ordninger for værdipapirfinansieringstransaktioner for så vidt angår finansielle instrumenter, som det opbevarer på en detailkundes vegne, eller før det på anden måde anvender de finansielle instrumenter for egen regning eller for en anden kundes regning, giver det på et varigt medium i god tid før anvendelsen af disse instrumenter detailkunden klare, fuldstændige og præcise oplysninger om forpligtelserne og ansvarsområderne for investeringsselskabet for så vidt angår anvendelsen af de pågældende finansielle instrumenter, herunder vilkårene for tilbagelevering af de finansielle instrumenter og de hermed forbundne risici.
An investment firm, before entering into securities financing transactions in relation to financial instruments held by it on behalf of a retail client, or before otherwise using such financial instruments for its own account or the account of another client, shall in good time before the use of those instruments provide the retail client, in a durable medium, with clear, full and accurate information on the obligations and responsibilities of the investment firm with respect to the use of those financial instruments, including the terms for their restitution, and on the risks involved.
(Artikel 19, stk. 3, fjerde led, i direktiv 2004/39/EF)
(fourth indent of Article 19(3) of Directive 2004/39/EC)
Oplysninger om omkostninger og dertil knyttede gebyrer
Information about costs and associated charges
Medlemsstaterne kræver, at investeringsselskaber giver deres detailkunder eller potentielle detailkunder de af følgende oplysninger om omkostninger og dertil knyttede gebyrer, der er relevante:
Member States shall require investment firms to provide their retail clients and potential retail clients with information on costs and associated charges that includes such of the following elements as are relevant:
den samlede pris, kunden skal betale i forbindelse med de finansielle instrumenter eller investeringsservicen eller de accessoriske tjenesteydelser, herunder alle hermed forbundne gebyrer, provisioner, kurtager og udgifter, og alle skatter, der skal betales via investeringsselskabet, eller hvis der ikke kan angives en præcis pris, grundlaget for beregningen af den samlede pris, således at kunden kan kontrollere den
the total price to be paid by the client in connection with the financial instrument or the investment service or ancillary service, including all related fees, commissions, charges and expenses, and all taxes payable via the investment firm or, if an exact price cannot be indicated, the basis for the calculation of the total price so that the client can verify it;
hvis en del af den samlede pris i litra a) skal betales eller repræsenterer et beløb i udenlandsk valuta, angivelse af, hvilken valuta der er tale om, og gældende valutaomregningssatser og omkostninger
where any part of the total price referred to in point (a) is to be paid in or represents an amount of foreign currency, an indication of the currency involved and the applicable currency conversion rates and costs;
meddelelse om muligheden for, at der for kunder kan forekomme omkostninger, herunder skatter, i forbindelse med transaktionen med det finansielle instrument eller investeringsservicen, som ikke betales af investeringsselskabet eller er pålagt af dette
notice of the possibility that other costs, including taxes, related to transactions in connection with the financial instrument or the investment service may arise for the client that are not paid via the investment firm or imposed by it;
betalingsbetingelser eller betingelser for andre ydelser.
the arrangements for payment or other performance.
I medfør af litra a) skal de provisioner, selskabet opkræver, fordeles separat i hver enkelt sag.
For the purposes of point (a), the commissions charged by the firm shall be itemised separately in every case.
(Artikel 19, stk. 3, andet og fjerde led, i direktiv 2004/39/EF)
(second and fourth indent of Article 19(3) of Directive 2004/39/EC)
Oplysninger, der fremlægges i overensstemmelse med direktiv 85/611/EØF
Information drawn up in accordance with Directive 85/611/EEC
Medlemsstaterne sikrer, at for så vidt angår andele i kollektive investeringsinstitutter, der er omfattet af direktiv 85/611/EØF, anses et forenklet prospekt, der overholder artikel 28 i nævnte direktiv, for passende information i henhold til artikel 19, stk. 3, andet led, i direktiv 2004/39/EF.
Member States shall ensure that in respect of units in a collective investment undertaking covered by Directive 85/611/EEC, a simplified prospectus complying with Article 28 of that Directive is regarded as appropriate information for the purposes of the second indent of Article 19(3) of Directive 2004/39/EC.
Medlemsstaterne sikrer, at for så vidt angår andele i kollektive investeringsinstitutter, der er omfattet af direktiv 85/611/EØF, anses et forenklet prospekt, der overholder artikel 28 i nævnte direktiv, for passende information i henhold til artikel 19, stk. 3, fjerde led, i direktiv 2004/39/EF for så vidt angår omkostninger og tilknyttede gebyrer i forbindelse med andele i kollektive investeringsinstitutter, herunder adgangs- og exitgebyrer.
Member States shall ensure that in respect of units in a collective investment undertaking covered by Directive 85/611/EEC, a simplified prospectus complying with Article 28 of that Directive is regarded as appropriate information for the purposes of the fourth indent of Article 19(3) of Directive 2004/39/EC with respect to the costs and associated charges related to the UCITS itself, including the exit and entry commissions.