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

Capital Markets

MIFID

Distribution ＆ Client Disclosures

18 May 2020

EFAMA's response to the EU Commission's consultation on the review of the MiFID II / MiFIR Regulatory Framework

Policy position

Distribution ＆ Client Disclosures

PRIIPs

24 April 2020

EFAMA’S statement on the revised PRIIP KID of April 2020

Policy position

Industry Association Letter on Impact of COVID-19 on Initial Margin Phase-In

Capital Markets

EMIR

Distribution ＆ Client Disclosures

Management Companies

Financial stability

25 March 2020

Industry Association Letter on Impact of COVID-19 on Initial Margin Phase-In

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.