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
MiFID/MiFIR
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
MiFID/MiFIR
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
MiFID/MiFIR
Sustainable Finance
08 July 2020
EFAMA responds to EC draft DA on integration of ESG into MiFID II
Related news
Announcement
Capital Markets
Competitiveness
Distribution ＆ Client Disclosures
Sustainable Finance
05 January 2022
Vacancies: Regulatory Policy Advisers | Apply now!
EFAMA is recruiting a regulatory policy adviser in distribution of financial products, investor protection and/or client disclosures, as well as a regulatory policy adviser with relevant experience in sustainable finance and/or stewardship.
Please visit EuroBrussels for full details of the position and how to apply.
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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Related publications
Publication
MIFID
Distribution ＆ Client Disclosures
MiFID/MiFIR
PRIIPs
Management Companies
AIFMD
03 June 2020
Investment Funds Distributor Due Diligence Questionnaire
Funds face unique challenges in performing intermediary oversight, and especially so because of MiFID II requirements, changing regulatory landscapes, and the absence of an industry agreed-upon standard between funds and their distribution channels. To help address these challenges, a dedicated working group developed a uniform due diligence questionnaire (DDQ) that will serve as the standard for investment funds (UCITS and AIFs) in performing onboarding and ongoing oversight of distribution channels.
Publication
Capital Markets
MIFID
Data
Distribution ＆ Client Disclosures
MiFID/MiFIR
04 March 2020
3 Questions to Rudolf Siebel on Market Data Costs
Q #1 Have you witnessed an increase in the cost of market data over the last couple of years? If so, how can it be explained?
Publication
Capital Markets
Capital Markets Union
Competitiveness
Distribution ＆ Client Disclosures
EU Fund regulation
Management Companies
Sustainable Finance
24 September 2018
Asset Management Report 2018
Related events
Past events
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