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Title:

Obowiązki informacyjne otwartych funduszy emerytalnych o charakterze powszechnym

Alternative title:

Information policy obligations of open pension funds

Creator:

Jakubowski, Sebastian

ORCID:

0000-0003-2689-7672

Subject and Keywords:

Open Pension Funds   information policy   obligations

Abstract:

The analysis provides a review of the open pension funds’ [OFE] information policy. The main focus is put on OFE duties connected with obligation to publish an information prospectus, obligation to provide information on the structure of pension fund assets, obligation to provide current information on the activities and financial position of OFE to the news agency. The analysis highlighted a problem of low insurance awareness of potential members of OFE and the risk of information overload. On the one hand, an average citizen has access to a very large amount of detailed information on the operation and activities of any open pension fund, and any pension company. On the other hand, there is lack of a single, simple document indicating the opportunities and threats of accumulating pension capital in OFE. In the author’s opinion OFE, just like UCITS funds, should publish Key Investor Information Document. This two-page document presents the basic and most important data on a given fund and its investment activities. Access to this document for OFE customers would allow instant and easy comparison of the funds’ performance and quality of their service.

Place of publishing:

Wrocław

Publisher:

Wydawnictwo Uniwersytetu Wrocławskiego

Contributor:

Dybał, Mariusz. Red.

Date issued:

2014

Date copyrighted:

2014

Identifier:

ISSN 0137-1134  
ISSN 0239-6661

Source:

PAd P 101660 II

Language:

eng   pol

Relation:

Acta Universitatis Wratislaviensis, ISSN 0239-6661, No 3627. Przegląd Prawa i Administracji, ISSN 0137-1134, 2014, 99, s. 81-94

Is version of:

Czasopisma Naukowe w Sieci (CNS)

Rights holder:

Copyright by Wydawnictwo Uniwersytetu Wrocławskiego Sp. z o.o.

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