FEDERAL LAW OF THE RUSSIAN FEDERATION

of July 10, 2023 No. 299-FZ

About modification of separate legal acts of the Russian Federation

List of amending documents

Accepted by the State Duma on June 29, 2023

Approved by the Federation Council on July 5, 2023

Article 1

Bring in the Federal Law of April 1, 1996 No. 27-FZ "About the individual (personified) accounting in systems of mandatory pension insurance and compulsory social insurance" (The Russian Federation Code, 1996, No. 14, Art. 1401; 2001, No. 44, Art. 4149; 2003, No. 1, Art. 13; 2005, No. 19, Art. 1755; 2008, No. 18, Art. 1942; 2009, No. 30, Art. 3739; No. 52, Art. 6454; 2010, No. 31, Art. 4196; No. 49, Art. 6409; 2011, No. 29, Art. 4291; No. 45, Art. 6335; No. 49, Art. 7037, 7057; 2012, No. 50, Art. 6965, 6966; 2013, No. 49, Art. 6352; No. 52, Art. 6986; 2014, No. 30, Art. 4217; No. 45, Art. 6155; 2016, No. 27, Art. 4183; 2018, No. 31, Art. 4857, 4858; 2019, No. 14, Art. 1461; No. 51, Art. 7488; 2021, No. 9, Art. 1477; No. 22, Art. 3688; No. 52, Art. 8974; 2022, No. 1, Art. 43; No. 5, Art. 681; No. 9, Art. 1250; No. 27, Art. 4613; No. 29, Art. 5204; No. 41, Art. 6941; No. 48, Art. 8323; 2023, No. 1, Art. 14, 16; No. 25, Art. 4415) following changes:

1) in Article 6:

a) in Item 2:

in paragraph ten of the subitem of the 13th figure of "34,0" to replace with figures of "53,4";

subitem in paragraph ten to replace 14.1 figures of "36,4128" with figures of "58,2603";

b) in Item 3:

in paragraph four of the subitem of 1 figure of "19,4" to replace with figures of "0,0";

subitem in paragraph three to replace 1.3 figures of "19,4" with figures of "0,0";

subitem in paragraph three to replace 1.5 figures of "21,8475" with figures of "0,0";

add with subitem 9.1 of the following content:

"9. 1) data on money transfer of pension accruals in structure of means of pension reserves as one-time fee under the agreement of long-term savings according to the Federal Law of May 7, 1998 No. 75-FZ "About non-state pension funds";";

2) the paragraph the fifth article 16 parts two after words "to warranty completion in case of allowance of the application of the registered person about early transition," to add with the words "and about the amount of means of the pension accruals transferred to structure of funds of pension reserves as one-time fee under the agreement of long-term savings".

Article 2

Item 3.1 of article 13.2 of the Federal Law of November 15, 1997 No. 143-FZ "About acts of civil status" (The Russian Federation Code, 1997, No. 47, Art. 5340; 2016, No. 26, Art. 3888; 2018, No. 31, Art. 4857, 4861; No. 53, Art. 8454; 2019, No. 22, Art. 2660; No. 27, Art. 3522, 3526; No. 40, Art. 5488; 2021, No. 1, Art. 57; No. 27, Art. 5186; No. 50, Art. 8412; 2022, No. 1, Art. 33, 43; No. 29, Art. 5264; No. 50, Art. 8792; No. 1, the Art. 5, of 16) after words of "provision of pensions" to add 2023, with the words "and under agreements of long-term savings".

Article 3

Bring in the Federal Law of May 7, 1998 No. 75-FZ "About non-state pension funds" (The Russian Federation Code, 1998, No. 19, Art. 2071; 2003, No. 2, Art. 166; 2004, No. 49, Art. 4854; 2005, No. 19, Art. 1755; 2007, No. 50, Art. 6247; 2008, No. 18, Art. 1942; No. 30, Art. 3616; 2009, No. 29, Art. 3619; No. 52, Art. 6450, 6454; 2010, No. 17, Art. 1988; No. 31, Art. 4196; 2011, No. 29, Art. 4291; No. 49, Art. 7036, 7037, 7040; 2012, No. 31, Art. 4322; No. 47, Art. 6391; No. 50, Art. 6965, 6966; 2013, No. 19, Art. 2326; No. 30, Art. 4044, 4084; No. 49, Art. 6352; No. 52, Art. 6975; 2014, No. 11, Art. 1098; No. 30, Art. 4219; 2015, No. 27, Art. 3958, 4001; No. 29, Art. 4357; 2016, No. 1, Art. 41, 47; No. 27, Art. 4225; 2017, No. 31, Art. 4830; 2018, No. 1, Art. 66; No. 11, Art. 1584; No. 31, Art. 4858; No. 32, Art. 5115; 2019, No. 49, Art. 6953; 2020, No. 24, Art. 3755; No. 50, Art. 8054; 2021, No. 1, Art. 76; No. 17, Art. 2878; No. 24, Art. 4208, 4210, 4212; No. 27, Art. 5171; No. 52, Art. 8974; 2022, No. 29, Art. 5204; 2023, No. 1, Art. 3; No. 5, Art. 702; No. 25, Art. 4415) following changes:

1) Article 1 part one after words "to early non-state pension provision," to add with words "to forming of long-term savings,";

2) in Article 2:

a) Item 1 after words "to early non-state pension provision," to add with the words "and (or) to forming of long-term savings";

b) to "provision of pensions" to add Item 2 after words with words ", to forming of long-term savings";

c) in item 4 of the word "fees of fund when implementing of activities for non-state pension provision by it" shall be replaced with words "remunerations of fund when implementing of activities for non-state pension provision, forming of long-term savings by it";

d) add with Item 6 of the following content:

"6. Payment of the expenses connected with rendering services by fund, stipulated in Item 3 these Articles is made by own fund.";

3) in Article 3:

a) the fifth to add the paragraph with words ", or the physical person which is the agreement party of long-term savings and paying savings fees to fund";

b) to state the paragraph of the seventh in the following edition:

"the participant - physical person to which according to the prisoner between the investor and fund the pension agreement or the agreement of long-term savings shall be made or payments of non-state pension or payment for the agreement of long-term savings are made. The participant can act as the investor in own favor;";

c) the sixteenth to add the paragraph with the words "or agreements of long-term savings, and also paid to the agreement party of long-term savings in the presence of special life situations according to article 36.41 of this Federal Law";

d) the seventeenth to state the paragraph in the following edition:

"the retirement account - the analytics form in fund containing the information about participants and about investors provided by this Federal Law under pension agreements and also of insured persons under agreements on mandatory pension insurance;";

e) the twentieth to add the paragraph with the words "and agreements of long-term savings";

e) to add the paragraph of the twenty eighth with words ", to agreements of long-term savings (the rule of forming of long-term savings of fund)";

g) to "mandatory pension insurance" to add the paragraph of the thirty second after words with words ", to forming of long-term savings";

h) to state the paragraph of the fifty second in the following edition:

"constant component of remuneration of fund - the part of remuneration which is not depending on results of investment of funds of pension reserves or investment of means of pension accruals;";

i) fifty third to state the paragraph in the following edition:

"variable part of remuneration of fund - the part of remuneration depending on results of investment of funds of pension reserves or investment of means of pension accruals;";

j) add with paragraphs of the following content:

"the agreement of long-term savings - the agreement between fund and the investor according to whom the investor shall pay savings fees to fund and fund shall perform payments to the participant in case of approach of the bases for purpose of such payments;

savings fee - the money paid by the investor for benefit of the participant in accordance with the terms of the agreement of long-term savings, and also one-time fee and the additional stimulating contribution;

one-time fee - the funds of pension accruals transferred in structure of means of pension reserves as savings fee under the agreement of long-term savings according to article 36.12-1 of this Federal Law;

the statement for one-time fee - the document based on which the means of pension accruals insured persons are listed in structure of means of pension reserves as one-time fee under the agreement of long-term savings signed by the specified person with fund in own favor according to article 36.12-1 of this Federal Law;

the additional stimulating contribution - the means transferred from the federal budget and (or) reserve of Fund of pension and social insurance of the Russian Federation for mandatory pension insurance to fund and sent them to structure of means of pension reserves as savings fee under the agreement of long-term savings according to article 36.44 of this Federal Law;

the bases of purpose of payments for the agreement of long-term savings - the bases of acquisition by the participant of the right to payments for the agreement of long-term savings;

payments for the agreement of long-term savings - periodical payments under the agreement of long-term savings and lump sum payment under the agreement of long-term savings;

periodical payments under the agreement of long-term savings - the money which is regularly paid to the participant in accordance with the terms of the agreement of long-term savings;

lump sum payment under the agreement of long-term savings - money, lump-sum to the participant under the agreement of long-term savings in the cases provided by this Federal Law in case of approach of the bases of purpose of payments for the agreement of long-term savings;

agreement type of long-term savings - set of the terms of the contract of the long-term savings established by rules of forming of long-term savings of fund and determining payment procedure of savings fees and implementation of payments for the agreement of long-term savings;

the account of long-term savings - the analytics form in fund containing the information about participants and about investors provided by this Federal Law under agreements of long-term savings and reflecting the balance size in such account, receipt of savings fees, results of placement of pension reserves, the performed warranty completions of reserves of covering of pension liabilities, charge of payments for the agreement of long-term savings to the participant, charge of payments of the redemption amounts to the investor, participant or their legal successors, and also charge of the redemption amounts to the investor, the participant or their legal successors for transfer in other fund in case of termination of the contract of long-term savings;

balance on the account of long-term savings - the amount of savings fees, results of placement of pension reserves and the amount of warranty completions of reserves of covering of pension liabilities less the added periodical payments under the agreement of long-term savings, lump sum payment under the agreement of long-term savings and redemption amounts reflected in the account of long-term savings for certain date.";

4) in Article 3.1:

a) to "non-state pension provision" to add the name after words with words ", to forming of long-term savings";

b) part one after words to "non-state pension provision" to add with words "to forming of long-term savings and";

c) the second after words to "non-state pension provision" to add part with words ", to forming of long-term savings";

The subitem 3 of Item 2 of Article 6 to declare 5) invalid;

6) Item 2 of Article 6.1 after the words "under pension agreements" to add with words "to agreements of long-term savings,", after words of "retirement accounts" to add with words ", the accounts of long-term savings";

7) in Article 7.1:

a) the subitem 2 of item 4 after words of "pension rules of fund" to add with the words "and (or) rules of forming of long-term savings of fund";

b) to "provision of pensions" to add Item 9 paragraph two after words with the words "and to forming of long-term savings";

c) to "provision of pensions" to add Item 12 after words with the words "and to forming of long-term savings";

d) to add Item 17 after words of "provision of pensions" with words ", agreements of long-term savings";

e) to add Item 18 paragraph two after words of "provision of pensions" with words ", agreements of long-term savings";

8) in Article 7.2:

a) add Item 1 with the paragraph of the following content:

"violation by fund of the requirements, numerous within year, to identification of conflict of interest and to management of conflict of interest provided by this Federal Law and regulations of the Bank of Russia adopted according to it (further also - requirements to identification of conflict of interest and management of conflict of interest).";

b) to add Item 2 after words of "pension agreements" with words ", agreements of long-term savings";

c) to "pension agreements" to add item 4 after words with words ", to agreements of long-term savings";

d) to add Item 8 paragraph two after words of "pension agreements" with words ", agreements of long-term savings";

e) in the subitem 2 of Item 11.1 of the word "and to pension agreements" shall be replaced with words ", to pension agreements and agreements of long-term savings";

e) Item 12 after the words "pension agreements" to add with words ", agreements of long-term savings";

g) the paragraph third Item 13 after words "non-state pensions," to add with words "to agreements of long-term savings, including obligations on implementation of the appointed periodical payments under agreements of long-term savings and lump sum payments under agreements of long-term savings,";

h) Item 13.1 after words "non-state pensions," to add with words of "the appointed periodical payments on agreements of long-term savings and lump sum payments on agreements of long-term savings";

9) in Article 8:

a) in Item 2:

the paragraph third after the words "pension agreements" to add with words ", agreements of long-term savings";

the paragraph the fourth after the words "pension contributions" to add with words ", savings fees";

the fifth to state the paragraph in the following edition:

"operates retirement accounts of non-state pension provision, the account of long-term savings and retirement accounts of funded pension;";

the fifteenth after words to "provision of pensions" to add the paragraph with words ", to forming of long-term savings";

in the paragraph the twenty fourth shall be replaced with words the words "and to pension agreements" ", to pension agreements and agreements of long-term savings";

the paragraph of the twenty eighth after the words "or Fund of pension and social insurance of the Russian Federation" to add with the words "money transfer of pension accruals in structure of means of pension reserves as one-time fee under the agreement of long-term savings", after the words "from the direction of funds (part of means) of the maternity (family) capital for forming of funded pension" to add with words ", in case of money transfer of pension accruals in structure of means of pension reserves as one-time fee under the agreement of long-term savings";

the twenty ninth to add the paragraph with words ", savings fees";

add with the new paragraph the thirty second the following content:

"makes appointment and performs periodical payments under agreements of long-term savings and lump sum payments under agreements of long-term savings;";

to consider the paragraph of the thirty second the paragraph thirty third;

b) to add Item 3 after words of "retirement accounts" with words ", the accounts of long-term savings";

10) in Article 9:

a) in the paragraph the fifteenth Item 2 of the word of "fee of fund, managing company and specialized depositary" shall be replaced with words "constant component of remuneration of fund and the size of variable part of remuneration of fund";

b) add with Item 2.2 of the following content:

"2.2. The rules of forming of long-term savings of fund determining procedure and conditions of execution by fund of agreement obligations of long-term savings shall contain:

the list of agreement types of the long-term savings concluded by fund and the description of their main conditions;

regulations on responsibility of fund to investors and participants and conditions of origin and discharge of fund;

procedure and conditions of entering of savings fees into fund;

regulations on the directions and procedure for investment of funds of pension reserves;

procedure for account management of long-term savings and informing on their condition of investors and participants;

list of the bases of purpose of payments for the agreement of long-term savings;

procedure and conditions of appointment and implementation of periodical payments and lump sum payments on the agreement of long-term savings;

procedure for the conclusion, change or termination of the contract of long-term savings, trust management agreement and service provision agreement of specialized depositary;

list of the rights and obligations of investors, participants and fund;

procedure for forming of pension reserves;

procedure of payments of the redemption amount;

procedure for provision to investors and participants of information on managing company (managing companies) and about specialized depositary with which the fund signed agreements according to requirements of this Federal Law;

procedure of payments of the amount of periodical payments and lump sum payments under agreements of long-term savings;

procedure for determination of the size of constant component of remuneration of fund and size of variable part of remuneration of fund;

procedure and conditions of modification and amendments in rules of forming of long-term savings of fund, including the notification procedure of investors and participants through mass media.

Rules of forming of long-term savings of fund are registered according to the procedure, established by the Bank of Russia for pension rules of fund.";

c) add item 4 with the new third offer of the following content: "The changes made to rules of forming of long-term savings of fund do not extend to the agreements of long-term savings signed earlier.", after words "pension agreements," to add with words "agreements of long-term savings,";

d) Item 6 after the words "Pension Agreements" to add with the words "agreements of long-term savings";

Item 3 of article 12 after words to "provision of pensions" to add 11) with the words "and to forming of long-term savings";

12) in Article 13:

a) "the pension agreement" to add Item 1 after words with words ", the agreement of long-term savings";

b) in Item 2:

to "the pension agreement" to add paragraph two after words with words ", to the agreement of long-term savings";

the fourth to state the paragraph in the following edition:

"demand from fund of payment of the redemption amounts or their transfer in other fund according to this Federal Law, pension rules of fund, rules of forming of long-term savings of fund, the pension agreement and the agreement of the long-term savings, except as specified, provided by this Federal Law.";

c) in Item 3:

the fifth to add the paragraph with the words "or agreements of long-term savings";

add with paragraphs of the following content:

"demand from fund of obligation fulfillment of fund for implementation of periodical payments for the agreement of long-term savings and lump sum payment for the agreement of long-term savings in accordance with the terms of such agreement;

receive periodical payments under the agreement of long-term savings and lump sum payment under the agreement of long-term savings according to this Federal Law, the agreement of long-term savings and rules of forming of long-term savings of fund in case of the bases of purpose of payments for the agreement of long-term savings;

demand from fund of change of conditions of forming of long-term savings according to rules of fund and terms of the contract of long-term savings.";

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