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Commission Delegated Regulation (EU) 2022/2114 Article 9

Commission Delegated Regulation (EU) 2022/2114 Article 9

Total of liquid assets

Article 9

1.   The total liquid assets referred to in the formula laid down in Article 7 shall be calculated as the sum of the total cash held by a non-sophisticated investor on saving accounts and current accounts, and the value of assets that can be easily and swiftly converted into cash, including: (a) saving products that can be turned into cash within a maximum of 30 calendar days; (b) financial instruments negotiated on a regulated market within the meaning of Article 4(1), point (21), of Directive 2014/65/EU of the European Parliament and of the Council  ( 4 ) ; (c) shares and units of collective investment schemes offering redemption rights on at least a weekly basis. 2.   The following assets shall not be considered to constitute liquid assets: (a) real estate properties; (b) amounts paid to a pension scheme for occupational retirement purposes; (c) company shares which are not freely redeemable or transferable, including previous crowdfunding investments.

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Other provisions in Commission Delegated Regulation (EU) 2022/2114

Compiled from an official source version. Later amendments or repeals may not be reflected; the official text prevails. · Read the official text ↗ · Data as of 2026-07-04

CitationArticle 9 of Commission Delegated Regulation (EU) 2022/2114 (LawPlayer, data as of 2026-07-04)

© European Union, https://eur-lex.europa.eu, 1998-2026. Reuse authorised under Commission Decision 2011/833/EU, provided the source is acknowledged.

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