Subsection 4: Information for holders

Holders are provided with regular information on their rights, in accordance with the conditions laid down by regulation, particularly with regard to the value of rights currently being built up and the procedures for transferring them to another retirement savings plan. Holders of a retirement savings plan receive detailed information specifying, for each asset in the plan, the performance gross of fees, the performance net of fees and the fees…

Everyone is entitled to free information about the retirement savings products they have subscribed to during their lifetime. The online service mentioned in III of article L. 161-17 of the Social Security Code provides access to this information at any time. A directory is created for the management of this information, which is made available by the managers under the conditions provided for in article L. 132-9-6 of the Insurance…