Request approval to introduce a technical business plan to a regulated pension fund or request approval to amend a technical business plan

To electronically submit the application for approval of the new introduction or amendment of a business plan to BaFin, proceed as follows:

• Access the reporting and publication platform (MVP Portal) of BaFin.
  • To be able to make submissions for the "Insurance Supervision" specialist procedure, you must first register in the MVP Portal and then log in with an application for the MVP specialist procedure.
  • For more information on using the MVP Portal, please refer to the "Information sheet on the specialist procedure for insurance supervision".
• Select the specialist procedure "Insurance Supervision" and upload and submit all required documents.
• Upon receipt, BaFin will review your submission.
• You will receive an electronic or postal notification of your application.

• You want to change a technical business plan at your pension fund that had to be approved by the supervisory authority when it was introduced, or you want to introduce a new technical business plan at your regulated pension fund.
• Your pension fund is supervised by BaFin.

• Application for approval of the introduction or amendment of a technical business plan
• New or modified technical business plan

There is no deadline. The new or amended technical business plans may only be put into effect after approval.

§ 233 (3) sentence 2 in conjunction with § 219 (3) number 1 letter b in conjunction with § 9 (2) number 2 and § 12 (1) sentence 1 VAG; § 234 (6) sentence 1, also in conjunction with § 233 (5) sentence 2, in conjunction with § 336 VAG

• § 234 Absatz 6 Satz 1 Versicherungsaufsichtsgesetz (VAG)
• § 233 Absatz 3 Satz 2 und Absatz 5 Satz 2 Versicherungsaufsichtsgesetz (VAG)
• § 219 Absatz 3 Nummer 1 Buchstabe b Versicherungsaufsichtsgesetz (VAG)
• § 9 Absatz 2 Nummer 2 Versicherungsaufsichtsgesetz (VAG)
• § 12 Absatz 1 Satz 1 Versicherungsaufsichtsgesetz (VAG)
• § 336 Versicherungsaufsichtsgesetz (VAG)
• Anlage zu § 2 Absatz 1 Finanzdienstleistungsaufsichtsgebührenverordnung (FinDAGebV)

• Opposition
• Action for commitment

Forms available: No

Written form required: No

Informal application possible: Yes

Personal appearance required: No

The text was automatically translated based on the German content.