Overview
Lobbying Costs
350,000€
Financial year: Jul 2015 - Jun 2016
Lobbyists (Full time equivalent)
1.25 Fte (3)
Lobbyists with EP accreditation
2
High-level Commission meetings
9
Lobbying Costs over the years
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Info
Fidelity International (FIL)
EU Transparency Register
00951027955-96 First registered on 03 Feb 2012
Goals / Remit
Fidelity International was established in 1969 and provides asset management services to investors all over the world outside the US. We offer a wide range of funds to investors and currently manage approximately €300 bn for private individuals and institutions.
Working with investors, financial advisers and distributors around the world, we provide easy access to our investment funds and products to help people achieve their medium- to long-term investment and savings goals.Main EU files targeted
Capital Markets Union, MiFID II, UCITS, AIFMD, Data Protection, CCP Recovery & Resolution, EMIR, Shareholders Rights Directive, ESG & Corporate Governance, Brexit
Address
Head Office
Cannon Street, 25
London EC4M 5TA
UNITED KINGDOM -
People
Total lobbyists declared
3
Employment time Lobbyists 75% 1 25% 2 Lobbyists (Full time equivalent)
1.25
Lobbyists with EP accreditation
All Lobbyists with EP accreditation over time
2 accreditations were / are live (in bold) for the selected state of 10 Feb 2017
Name Start date End Date Urban FUNERED 15 Sep 2018 30 Aug 2019 Urban FUNERED 09 Jun 2017 02 Jun 2018 Urban FUNERED 14 May 2016 14 May 2017 Mr Philip Warland 14 May 2016 14 May 2017 Funered URBAN 14 May 2016 13 Jul 2016 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
Mr Urban Funered (Public Policy Director)
Person with legal responsibility
Mr Urban Funered (Public Policy Director)
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Categories
Category
II - In-house lobbyists and trade/business/professional associations
Subcategory
Companies & groups
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Networking
Affiliation
Fidelity International is a member of several trade associations for the investment management industry, including EFAMA, the Investment Association, BVI, ALFI and Irish Funds.
Member organisations
None declared
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Financial Data
Closed financial year
Jul 2015 - Jun 2016
Lobbying costs for closed financial year
350,000€
Other financial info
None declared
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EU Structures
Groups (European Commission)
None
ACC
None
Groups (European Parliament)
None
Communication activities
None
Other activities
Most EU initiatives related to financial services with special focus on issues relevant to asset and investment management.
- 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.
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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)
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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)
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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 - Agnieszka Drzewoska (Cabinet member)
- Claude Bocqueraz (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)
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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)
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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)
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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 - Valérie Herzberg (Cabinet member)
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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)
- Meetings