European Fund and Asset Management Association

- European Parliamentary Financial Services Forum (EPFSF)
- Affiliate Member of the International Organization of Securities Commissions (IOSCO)
- International Investment Funds Association (IIFA)

http://www.efama.org/about/SitePages/National_Associations.aspx

http://www.efama.org/about/SitePages/Corporate_Members.aspx

http://www.efama.org/about/SitePages/Associate_Members.aspx

Jan 2020 - Dec 2020

2,875,000€

A decrease in costs attributable to activities covered by the Register was observed in 2020. This was due to a decrease in representation costs and expenses in relation to the organisation of event(s) (Investment Management Forum), both as a direct result of Covid-19. There was a decrease in personnel costs following an internal re-allocation of staff activities.

EFAMA’s budget is based on membership fees exclusively. EFAMA has 28 member associations, 57 corporate members and 23 associate members.

EFAMA’s annual calculations of costs attributable to activities covered by the Register have been made following the EC Guidelines with regards to the activities covered within the scope of the Register and the calculation of estimated annual costs of the activities of the Register (staff costs, office and admin expenses, in-house operational expenditure, representation costs, etc)

European Union Eco-labelling Board#E00374#http://ec.europa.eu/transparency/regexpert/index.cfm?do=groupDetail.groupDetail&groupID=374 #Member #C#Finance

N/A

- European MMFs in the Covid-19 market turmoil: Evidence, experience and tentative considerations around eventual future reforms
- Demystifying ETPs: a simple guide for the European Investor
- European Fund Classification: EFC Categories (2nd edition)
- “KPI Report” – Household Participation in Capital Markets: Assessing the current state and measuring future progress (September 2020)
- Market Insights: MMFs; Net outflows from UCITS in March 2020 – industry remains resilient in face of Covid-19; ESG Strategies
- Three Questions To series (Market Data Costs CMU HLF Report; PEPP & EIOPA proposed Level 2 Measures; Demystifying ETPs)
- EFAMA annual Fact Book
- EFAMA Report on Asset Management in Europe, an overview of the asset management industry (12th ed. Facts & Figures)
- EFAMA Investment Management Forum (26th forum, virtual)
- Webinars

EFAMA is also represented in the European Commission's Pension Forum, in the EC's Expert Group on automatic exchange of financial account information

15 meetings found. Download meetings

The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

• Date	18 Jul 2023	Location	Brussels
  Subject	Distribution of Retail financial products
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Mairead McGuinness (Commissioner) Agnieszka Drzewoska (Cabinet member) Patricia Reilly (Cabinet member)
  Other Lobbyists	European FinTech Association European Investors-VEB UNI Europa European Federation of Investors and Financial Services Users Kantar Media UK Ltd Insurance Europe Association for Financial Markets in Europe European Association of Co-operative Banks ICI Global Finance Watch Bureau Européen des Unions de Consommateurs Centre for European Policy Studies Crédit Agricole S.A. Caixa Capital, Sociedade de Capital de Risco, SA European Structured Investment Products Association EUROPEAN FINANCIAL PLANNING ASSOCIATION Federation of European Securities Exchanges European Specialist Printing Manufacturers Association BIPAR - European Federation of Insurance Intermediaries European Banking Federation Fédération Européenne des Conseils et Intermédiaires Financiers Deutscher Sparkassen-und Giroverband Unipol Gruppo European Forum of Securities Associations BPCE European Savings and Retail Banking Group Association of Insurance & Financial Brokers

• Date	24 Mar 2023	Location	video conference
  Subject	Retail investment strategy
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	24 Mar 2023	Location	Virtual Meeting
  Subject	Retail investment strategy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	14 Jan 2022	Location	Virtual meeting
  Subject	Financial literacy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Nicolo Brignoli (Cabinet member)

• Date	10 Nov 2021	Location	video confrerence
  Subject	Review of the Markets in Financial Instruments Regulation
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	09 Nov 2021	Location	Virtual Meeting
  Subject	Introductory discussion, financial literacy, retail investor.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	14 Oct 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	14 Sep 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	13 Jul 2021	Location	VIDEO CONFERENCING
  Subject	CMU ISSUES.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Mairead McGuinness (Commissioner)

• Date	24 Mar 2021	Location	virtual
  Subject	AIFMD/ELTIF/CMU
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	22 Oct 2019	Location	Brussels
  Subject	CMU, sustainable finance
  Cabinet	Cabinet of Vice-President Valdis Dombrovskis
  Portfolio	Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
  Attending	Andrea Beltramello (Cabinet member)

• Date	14 Mar 2018	Location	Brussels
  Subject	PEPPs
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Marlene Madsen (Cabinet member)

• Date	22 Mar 2017	Location	Brussels
  Subject	Fund Distribution, PEPP
  Cabinet	Cabinet of Vice-President Valdis Dombrovskis
  Portfolio	Euro and Social Dialogue, also in charge of Financial Stability, Financial Services and Capital Markets Union
  Attending	Tatyana Panova (Cabinet member) Valdis Dombrovskis (Vice-President)
  Other Lobbyists	ICI Global

• Date	21 May 2015	Location	Brussels
  Subject	CMU
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Valérie Herzberg (Cabinet member)

• Date	29 Jan 2015	Location	Brussels
  Subject	CMU, Long-term savings, Product disclosure
  Cabinet	Cabinet of Commissioner Jonathan Hill
  Portfolio	Financial Stability, Financial Services and Capital Markets Union
  Attending	Jonathan Hill (Commissioner)