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P 480.892.2488 F 480.892.1194 PLEstatePlanning.presenter:James Phelps, Attorney James is a partner at Phelps La Clair, an estate planning law firm established over 40 years ago. James has strong ties
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P R E S stands for Pan-European Personal Pension Product.
Financial institutions offering Pan-European Personal Pension Products are required to file P R E S.
P R E S can be filled out electronically through the designated platform provided by the regulatory authority.
The purpose of P R E S is to provide a standardized framework for reporting on Pan-European Personal Pension Products.
Information such as asset allocation, performance data, fees, charges, and risk indicators must be reported on P R E S.
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