EFAMA is pleased to publish the revised version of its PRIIPs KID Q&A. The document aims at offering continued support to Euopean fund managemers and enable a common understanding of PRIIPs KID requirements.
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
Retail Investment
10 October 2022
ESMA’s Consultation paper on the review of the guidelines on MiFID II product governance requirements
EFAMA wholeheartedly supports ESMA’s objective of ensuring a consistent and harmonised application of the MiFID II product governance requirements. In our response to their consultation on the topic, we raised the following points:
Policy Position
Distribution ＆ Client Disclosures
Retail Investment
07 July 2022
EU Commission targeted consultation on open finance framework and Data sharing in the financial sector
EFAMA appreciates the opportunity to comment on the European Commission's Targeted consultation on open finance framework and data sharing in the financial sector.
Related news
Policy Position
Distribution ＆ Client Disclosures
PRIIPs
EU Fund regulation
Management Companies
04 August 2021
EU retail investments: comprehensive strategy to increase retail investor participation required
EFAMA wholeheartedly supports a retail investment strategy that gives EU citizens the necessary tools and the confidence to put their savings to work by investing in capital markets.
Publication
Capital Markets Union
Competitiveness
Distribution ＆ Client Disclosures
EU Fund regulation
International agenda
Investor Education
Management Companies
Pensions
Stewardship
Sustainable Finance
10 June 2021
EFAMA Annual Review 2020-2021
It gives me great pleasure to provide you with an overview of our activities since our Ordinary General Meeting of last year.
Publication
Distribution ＆ Client Disclosures
PRIIPs
28 April 2021
Infographic | The challenges of replacing UCITS KIIDs with PRIIP KIDs
In support of our call for additional time to implement the PRIIPs rules, we have produced an infographic that summarises the challenges our members face replacing UCITS KIIDS with PRIIP KIDs. The infographic shows the many entities involved in the process and the steps required to prepare a PRIIP KID. Feel free to make use of this infographic.
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
