Published on: 2026-06-01
Source: Central Bank of Russia – Central Bank of Russia –
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The Bank of Russia approved changes to the basic standard for the protection of clients’ rights of management companies.New editiondefines additional possibilities and the procedure for verifying the knowledge of retail clients of managers on individual financial instruments intended for qualified investors: unit and interval and closed mutual funds, structured and perpetual bonds.
For those who have successfully passed the testing, the requirements for the size of assets or income to obtain “qual” status are reduced, since the investor has confirmed a sufficient level of knowledge to effectively manage complex financial instruments. Thus, a candidate will only need to have assets totaling 12 million rubles (instead of 24 million rubles) or have an annual income of at least 6 million rubles (instead of 12 million rubles) over the past 2 years. It is important that in this case, the obtained status has a limited nature: it grants the right to acquire only those “qualifying” financial instruments for which the investor has confirmed their competencies.
The standard also specifies the obligation of the management company to provide citizens with all necessary information about its key provisions before concluding the contract, as well as about possible risks when investing.
The document will come into force on December 3, 2026.
Photo on the preview: Aleksandr Kazakov / TASS
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