Guidelines for marketing and information by fund mgmt companies

Adopted by the Swedish Investment Fund Association at the Board Meeting held on 6th December 2004 and last updated on the 6th of April 2022.

These guidelines address issues relating to information on and marketing of investment funds, and to the provision of financial advice. The guidelines include, through points 2.1-2.9, an agreement with the Swedish Consumer Agency concerning the marketing of funds. Rules governing information can also be found in some of the Association’s other guidelines.

Guidelines for marketing and information May 2022  (pdf)