The Swedish Fund Selection Agency publishes a draft of the fund agreement and welcomes comments

The Swedish Fund Selection Agency publishes a draft of the fund agreement that will be used in the upcoming procurements of funds for the premium pension fund platform, along with draft of Instructions to the fund agreement and appendices. Publishing of the draft of the fund agreement is part of the Agency’s market dialogue, which is intended to give the market the opportunity to prepare for the upcoming procurements of funds and to comment and give feedback on the material.

Draft of the fund agreement including its three appendices and instructions for the fund agreement are available in Swedish and English. The draft will be adjusted to suit the requirements of the first procurement, which will be European Large Cap Equities (active). The Swedish Fund Selection Agency welcomes written comments and questions on the draft examples of the fund agreement, instructions and appendices. Comments should be sent to procurement@ftn.se by 12:00 CET on May 22nd 2023.

In order for the Swedish Fund Selection Agency to be able to set better and more suitable terms and conditions, and prepare the market for the upcoming procurements, the Swedish Fund Selection Agency recommends all fund managers intending to participate in any procurement to read the draft fund agreement and other procurement material carefully, whether their participation is planned for the first procurement or for a fund category at a later stage.

Please note that the terms and conditions of the final version of the fund agreement will not be subject to individual negations. Please note that all comments received will be archived in accordance with the Swedish principle of public access to documents, and could therefore be subject to disclosure upon request. Information that is deemed confidential according to the provisions of the Swedish Public Access to Information and Secrecy Act (2009:400) will not be disclosed.