POR ASF AtivosFP, Reporting Instructions

Published on: Feb 12, 2025

On Feb. 10, POR ASF issued changes to file and reporting instructions.

  • POR ASF issued Circular 1/2025 re changes to AtivosFP file and reporting instructions.
  • Follows POR ASF Jul. 2023 issued regulatory Rule 4/2023-R, Rule 5/2023-R, #169462.
  • Follows EIOPA Feb. 2023 issued decision on pension information from NCAs, #162996.
  • Overview
  • Amendments aim to implement changes to reporting requirements resulting from the EIOPA Board of Supervisors' Decision on requests for regular reporting of information re occupational pension schemes of Feb. 2023, applicable to information for Q1 2025.
  • Changes apply to reports in subpara i) of para g) of para 1, in art 32 para 6 of Rule 4/2023-R, subpara i) of para e) of para 1 of art 3 Rule 5/2023-R due from Apr. 20, 2025, with reference to the previous quarter.
  • New version of AtivosFP file and reporting instructions can be consulted in reporting section on POR ASF website, clarification can be requested to email address provided.
  • Effectiveness
  • Reports due from Apr. 20, 2025.
Regulators
POR ASF
Entity Types
Ins; Pension
Reference
PR 2/10/2025; Cir 1/2025, 2/4/2025; Rule 5/2023-R; Rule 4/2023-R; Dec EIOPA-BoS-23-030
Functions
Compliance; Reporting; Risk
Countries
Portugal
Category
State
N/A
Products
Insurance; Pensions
Rule Type
Final
Regions
EMEA
Rule Date
Feb 10, 2025
Effective Date
Apr 20, 2025
Rule ID
243143
Linked to
Reg. Last Update
Feb 10, 2025
Report Section
EU