CIPR 5.4.1 Key information documents to be prepared

An authorised firm must prepare a key information document:

(a) for each packaged investment product that it produces for sale to retail customers; and
(b) for each packaged investment product not produced by the firm that it sells or offers to sell to a retail customer.
Derived from QFCRA RM/2019-2 (as from 1st January 2020).