We disagree with an extension of its scope to UCITS’ and AIFs’ management companies to the scope of the reporting requirements imposed by MiFIR, Art. 26. This extension would be in breach of the principle of proportionality, as:
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
Distribution ＆ Client Disclosures
EU Fund regulation
UCITS
23 November 2020
EFAMA's reply to ESMA's CP on MiFIR Review report on the obligations to report transactions & reference data
Policy position
Distribution ＆ Client Disclosures
Management Companies
Sustainable Finance
27 July 2020
Associations Letter: Integration of sustainability factors and risks into MiFID II IDD and Solvency II
Policy position
Capital Markets
MIFID
Distribution ＆ Client Disclosures
Sustainable Finance
08 July 2020
EFAMA responds to EC draft DA on integration of ESG into MiFID II
Related news
Press Release
Capital Markets Union
Competitiveness
Data
Distribution ＆ Client Disclosures
EU Fund regulation
Management Companies
Statistics
Sustainable Finance
16 December 2021
Annual European Asset Management Report - Report highlights key developments in the European fund industry
The European Fund and Asset Management Association (EFAMA) has released the 13th edition of its Asset Management in Europe report, which provides in-depth analysis of recent trends in the European asset management industry, focussing on where investment funds and discretionary mandates are managed in Europe.
Announcement
Capital Markets Union
Distribution ＆ Client Disclosures
PRIIPs
EU Fund regulation
ELTIF
International agenda
Management Companies
AIFMD
Sustainable Finance
Sustainability reporting (NFRD)
13 December 2021
IMF 2021: Thought-provoking discussions and insightful presentations
This year’s Investment Management Forum featured an incredible number of high-level speakers and thought-provoking discussions.
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Press Release
Distribution ＆ Client Disclosures
PRIIPs
24 November 2021
European Parliament votes on ‘quick fixes’ for PRIIPs and UCITS - EFAMA statement
We welcome yesterday's vote by the European Parliament plenary formally adopting two ‘quick fixes’ for PRIIPs (Packaged retail investments and insurance-based products) and UCITS (Undertakings for Collective Investment in Transferable Securities).
Related publications
Publication
Capital Markets Union
Distribution ＆ Client Disclosures
EU Fund regulation
Investor Education
Management Companies
Pensions
Sustainable Finance
Tax ＆ Accounting
10 September 2020
Household Participation in Capital Markets - Country Statistical Profiles
Publication
Capital Markets Union
Distribution ＆ Client Disclosures
PRIIPs
EU Fund regulation
Investor Education
Pensions
Tax ＆ Accounting
Withholding taxes
21 July 2020
3 questions to Sheila Nicoll and Alexander Schindler on the Capital Markets Union High Level Forum
Q #1 What is the difference of the High-Level Forum report to previous initiatives on the Capital Markets Union? What is different this time around?
Publication
Capital Markets
Capital Markets Union
Competitiveness
Data
Distribution ＆ Client Disclosures
EU Fund regulation
International agenda
Management Companies
Pensions
Stewardship
Supervision
Sustainable Finance
Tax ＆ Accounting
11 June 2020
Annual Review June 2019-June 2020
"It gives me great pleasure to provide you with an overview of our activities since our Annual General Meeting in Paris last year. While we were very much looking forward to hosting you all in Brussels this week, the current crisis and associated travel restrictions has forced us to improvise and turn our meeting into a virtual AGM.
Contact
Regulatory Policy Advisor
