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

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

Policy position

EFAMA Policy Recommendations for the Next European Commission

Capital Markets Union

Competitiveness

Distribution ＆ Client Disclosures

PRIIPs

EU Fund regulation

UCITS

Investor Education

Management Companies

AIFMD

Pensions

Supervision

Sustainable Finance

17 June 2019

Policy Recommendations for the Next European Commission

Policy position

FinDatEx supports standardised technical templates

Distribution ＆ Client Disclosures

PRIIPs

Management Companies

29 May 2019

FinDatEx supports standardised technical templates

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.