{"release":{"id":"a4f2a0495fe55b47323883f82977a9b34ab66171ec9623e39925d3a7045b6c81","published":"2026-11-01T16:41:30Z","pinned":false},"limits":{"coverage":{"history":"from:2022-09-07","held_since":"2022-09-07","gaps":[],"covered":["2017/2382 — ITS — Standard forms for the transmission of information [in force] L2"],"not_covered":["national guidance","court decisions"]},"freshness":{"release_id":"a4f2a0495fe55b47323883f82977a9b34ab66171ec9623e39925d3a7045b6c81","release_published":"2026-11-01T16:41:30Z","checked_at":"2026-10-26","checked_against":"EUR-Lex"},"truncation":null,"failures":[],"incomplete":[]},"page":{"path":"/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i","url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i","title":"ANNEX 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2022","check":{"against":"EUR-Lex","on":"2026-10-26"},"check_result":"matched","official_url":"https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:02017R2382-20220907","valid_from":"2017-12-21","valid_until":null,"content_id":"4cf21e883c3ef328","versions":["2017-12-21"],"version_url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i/versions/2022-09-07","revision_url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i/versions/2022-09-07/rev/4cf21e883c3ef328","versions_url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i/versions","relations_url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-i/relations","act_url":"https://www.headlesslaw.com/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the#annex-i","source_line":"Commission Implementing Regulation (EU) 2017/2382 · binding · OJ L 340, 20.12.2017 · dated 14 Dec 2017 [in force]","attribution":{"prepared_by":"European Commission","published_by":"Publications Office of the EU","published_in":"Official Journal of the European Union","document_type":"implementing_regulation","legal_nature":"binding_adopted","addressees":"not stated in the document","dates":{"document_date":"2017-12-14","entry_into_force":"2017-12-21","locators":{"document_date":"CELLAR 32017R2382 work_date_document","entry_into_force":"CELLAR 32017R2382 resource_legal_date_entry-into-force (earliest)"}},"adoption":null},"context":{"act":{"work_id":"spaces/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the","path":"/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the","name":"Commission Implementing Regulation (EU) 2017/2382","number":"2017/2382","celex":"32017R2382","title_official":"COMMISSION IMPLEMENTING REGULATION (EU) 2017/2382 of 14 December 2017 laying down implementing technical standards with regard to standard forms, templates and procedures for the transmission of information in accordance with Directive 2014/65/EU of the European Parliament and of the Council (Text with EEA relevance)","document_date":"2017-12-14"},"position":{"kind":"annex","key":"annex-i","index":1,"articles":21,"annexes":13},"prev":{"path":"/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/articles/21","key":"21","title":"Article 21 — Entry into force and application"},"next":{"path":"/mifid-ii/level-2/its/2017-2382-standard-forms-templates-and-procedures-for-the/annexes/annex-ii","key":"annex-ii","title":"ANNEX 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printed in the original act (OJ L 340, 20.12.2017); the consolidated version prints the form only as an image, above.*\n\nForm for the investment services and activities passport notification and the change ofinvestment services and activities particulars notification (1)\n(Articles 3 and 6 of Commission Implementing Regulation (EU) 2017/2382)\nReference number:\nDate:\nPart 1 — Contact Information\nType of notification:\nInvestment services and activities passport notification/change of investment services and activities particulars notification\nMember State in which the investment firm/credit institution intends to operate:\nName of investment firm/credit institution:\nTrading name\nAddress:\nTelephone number:\nEmail:\nName of the contact person at the investment firm/credit institution:\nHome Member State\nAuthorisation Status:\nAuthorised by [Home Member State Competent Authority]\nAuthorisation Date:\nPart 2 — Programme of operations\nIntended investment services, activities and ancillary services (*)\nInvestment services and activities\nAncillary services\nA1\nA2\nA3\nA4\nA5\nA6\nA7\nA8\nA9\nB1\nB2\nB3\nB4\nB5\nB6\nB7\nFinancial Instruments\nC1\nC2\nC3\nC4\nC5\nC6\nC7\nC8\nC9\nC10\nC11\n(*) Please place an (x) in the appropriate boxes.\n(1) For the purposes of a change of investment services and activities particulars notification please complete only the parts of the form which are relevant to the notified changes. If the intention is to make changes to the investment services, activities, ancillary services or financial instruments, please list all the investment services, activities, ancillary services or financial instruments the firm will provide.\nDetails of Tied Agent located in the home Member State (*)\nName of thetied agent\nAddress\nTelephone\nEmail\nContact\n(*) Please provide separate matrices with the intended investment services for each tied agent the investment firm intends to use.\nIntended investment services to be provided by the tied agent (*)\nInvestment services and activities\nAncillary services\nA1\nA2\nA3\nA4\nA5\nA6\nA7\nA8\nA9\nB1\nB2\nB3\nB4\nB5\nB6\nB7\nFinancial Instruments\nC1\nC2\nC3\nC4\nC5\nC6\nC7\nC8\nC9\nC10\nC11\n(*) Please place an (x) in the appropriate box(es). If you intend to make changes to the investment services, activities or financial instruments provided by the tied agent, please list all investment services, activities or financial instruments the tied agent will provide.\n\n<!-- /oj-text -->\n\n","marks":[],"text_hash":"cac7a75d6fdf0cb8afd50057d56dfa7f6fab0b7a020983ab9a4757f19453c129","revision":1}}