Distribution & Client Disclosures

EFAMA monitors issues surrounding fund distribution and disclosures to investors. These include investor protection and disclosure issues arising from the evolving PRIIPs and MiFID frameworks, the shift towards digital distribution tools, and the continued integration of ESG considerations into fund products.

Related policy positions

Policy position

Distribution ＆ Client Disclosures

PRIIPs

21 January 2020

Joint letter on the ongoing review of the PRIIPs RTS

Policy position

Distribution ＆ Client Disclosures

PRIIPs

13 January 2020

EFAMA's response to the ESAs' joint consultation paper concerning amendments to the PRIIPS KID

Policy position

EFAMA's response to ESMA's CfE on the impact of the inducements & costs and charges disclosure requirements under MiFID II

Distribution ＆ Client Disclosures

PRIIPs

06 September 2019

EFAMA's response to ESMA's CfE on the impact of the inducements & costs and charges disclosure requirements under MiFID II

EFAMA welcomes the vote of the European Parliament's ECON amending proposal on cross-border distribution of funds

The Committees vote confirmed important amendments to the Commissions original proposal, i.e. extending the premarketing definition to established EU AIFs and removing the numerical thresholds conditioning the de-notification of funds from host jurisdictions.