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 11th February 2021.

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 2.1-2.8, 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 from 10 March 2021  (pdf)