Fidelity International

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Registration as it was on 18 Mar 2024
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Overview

Lobbying Costs

500,000€ - 599,999€

Financial year: Jan 2023 - Dec 2023

Lobbyists (Full time equivalent)

2.35 Fte (5)

Lobbyists with EP accreditation

0

High-level Commission meetings

9

Lobbying Costs over the years

  • Info

    Fidelity International   (FIL)

    EU Transparency Register

    00951027955-96 First registered on 03 Feb 2012

    Goals / Remit

    Fidelity International offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with investment choices to help our clients build better futures for themselves and generations to come. Helping clients to save for retirement has been at the core of our business for 50 years. Related to investing: For individual investors we provide guidance to invest in a simple and cost effective way. For institutions including pension funds, banks and insurance we offer full-service asset management. For employers we provide workplace pension administration and manage their pension assets. We are responsible for total client assets of about USD $700* billion from over 2.52 million clients across Asia Pacific, Europe, the Middle East, South America and Canada. *All data as on 10 March 2023. Source and further information: www.fidelityinternational.com

    Main EU files targeted

    Sustainable Finance, ESG, SFDR, NFRD/CSR3D, Corporate Governance, Shareholders Rights Directive, Pensions PEPP & IORP, Capital Markets Union (CMU), Retail Financial Inclusion, Retail Investment Strategy RIS, MiFID II, UCITS, AIFMD, Data Protection, CCP Recovery & Resolution, EMIR, Financial Stability, Investor Education

    Address

    Head Office
    2a rue Albert Borschette
    Luxembourg 1021 - BP 2174
    LUXEMBOURG
    EU Office
    2a rue Albert Borschette
    Luxembourg 1021 - BP 2174
    LUXEMBOURG

    Website

  • People

    Total lobbyists declared

    5

    Employment timeLobbyists
    100%1
    75%1
    25%2
    10%1

    Lobbyists (Full time equivalent)

    2.35

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    0 accreditations were / are live (in bold) for the selected state of 17 Apr 2024

    Name Start date End Date
    Mr Urban Funered 15 Sep 2018 30 Aug 2019
    Mr Urban Funered 09 Jun 2017 02 Jun 2018
    Mr Urban Funered 14 May 2016 14 May 2017
    Mr Philip Warland 14 May 2016 14 May 2017
    Mr Funered Urban 14 May 2016 13 Jul 2016
    Mr Urban Funered 29 Oct 2014 27 Oct 2015
    Mr Philip Warland 23 Oct 2014 21 Oct 2015
    Mr Philip Warland 05 Jun 2013 01 Jun 2014

    Complementary Information

    None declared

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories

    Category

    Companies & groups

  • Networking

    Affiliation

    Fidelity International is a member of several trade associations for the investment management industry, including EFAMA, the Investment Association, ICMA, BVI, AFG, Assogestioni, ALFI and Irish Funds.

    Member organisations

    Fidelity International is a member signatory of multiple global organisations related to sustainable finance, for example the UNPRI, TCFD, SASB, IIGCC, Climate Bonds Initiative (CBI), Carbon Disclosure Project (CDP), Climate Action 100+, Eurosif and GFANZ

    For further information on our sustainable investing approach please visit:
    https://www.fidelityinstitutional.com/en-gb/sustainable-investing/sustainable-investing

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2023 - Dec 2023

    Lobbying costs for closed financial year

    500,000€ - 599,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    NameAmount
    icma 0€ - 10,000€
    kreab brussels 10,000€ - 24,999€
    efama 10,000€ - 24,999€

    Intermediaries for current year

    Name
    twp berlin public affairs consultants
    forefront advisers
    kreab brussels

    Closed year Costs

    500,000€ - 599,999€

    Other financial info

    -

  • EU Structures

    Groups (European Commission)

    none

    Groups (European Parliament)

    N/A

    Communication activities

    None

    Other activities

    None declared

  • Meetings

    Meetings

    9 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 26 Jan 2023 Location Brussels
      Subject Retail investment strategy, SFDR
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 01 Oct 2021 Location Virtual meeting
      Subject Basel III, NPLs
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 26 May 2021 Location virtual
      Subject Retail investment
      Cabinet Cabinet of Commissioner Mairead Mcguinness
      Portfolio Financial services, financial stability and Capital Markets Union
      Attending
      • Claude Bocqueraz (Cabinet member)
      • Agnieszka Drzewoska (Cabinet member)
      Other Lobbyists
    • Date 20 May 2020 Location Virtual meeting
      Subject Global economic and financial environment
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 15 Sep 2017 Location Tallinn
      Subject Pan-European Personal Pension Proposal, ESA review
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Marlene Madsen (Cabinet member)
    • Date 20 Oct 2016 Location Brussels
      Subject Commission's PEPP consultation
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Attending
      • Paulina Dejmek Hack (Cabinet member)
    • Date 24 Aug 2015 Location Brussels, Belgium
      Subject CCP recovery and resolution
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Jack Schickler (Cabinet member)
      Other Lobbyists
    • Date 10 Jun 2015 Location Brussels
      Subject Capital markets union
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • ValĂ©rie Herzberg (Cabinet member)
    • Date 23 Apr 2015 Location Brussels
      Subject Capital Markets Union
      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
      • Lee Foulger (Cabinet member)
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