Franklin Resources Inc.

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Registration as it was on 19 Sep 2023
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Overview

Lobbying Costs

200,000€ - 299,999€

Financial year: Oct 2021 - Sep 2022

Lobbyists (Full time equivalent)

0.8 Fte (5)

Lobbyists with EP accreditation

0

High-level Commission meetings

4

Lobbying Costs over the years

  • Info

    Franklin Resources Inc.

    EU Transparency Register

    042053818845-45 First registered on 18 Sep 2015

    Goals / Remit

    Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of August 31, 2023.

    Main EU files targeted

    All legislation regarding the regulation of financial services, capital markets, pensions, and investor protection. This includes: the Capital Markets Union (including the proposed Retail Investment Strategy), the Sustainable Finance Action Plan and subsidiary legislation such as the Sustainable Finance Disclosure Regulation and the EU Taxonomy, the Corporate Sustainability Reporting Directive and proposed Corporate Sustainability Due Diligence Directive, the Pan European Personal Pension Product, the Prudential Framework for Investment Firms, MiFID, PRIIPS, UCITS and AIFMD.

    Address

    Head Office
    One Franklin Parkway Building 970, 1st Floor San Mateo, California
    San Mateo CA 94403
    UNITED STATES
    EU Office
    8A, rue Albert Borschette
    Luxembourg
    LUXEMBOURG

    Website

  • People

    Total lobbyists declared

    5

    Employment timeLobbyists
    25%2
    10%3

    Lobbyists (Full time equivalent)

    0.8

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    0 accreditations were / are live (in bold) for the selected state of 04 Mar 2024

    Name Start date End Date
    Mr Robert Graham 09 Jun 2017 24 May 2018
    Ms Denise Voss 09 Jun 2017 24 May 2018
    Mr Paul Elmlinger 09 Jun 2017 24 May 2018
    Mr Robert Graham 30 Mar 2016 25 Mar 2017
    Ms Denise Voss 30 Mar 2016 25 Mar 2017
    Mr Paul Elmlinger 30 Mar 2016 25 Mar 2017

    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

    Franklin Templeton is a member of a number of trade associations in Europe and globally, including: the European Fund and Asset Management Association; the Investment Company Institute (US & Global); Association Francaise de Gestion; Assogestioni; the Association of Luxembourg Fund Industry; Bundesverband Alternative Investments; Bundesverband Investment und Asset Management; the Belgian Association of Pension Institutions; the Dutch Fund and Asset Management Association; Inverco; Irish Funds; the Slovak Association of Fund Management Companies; the Swedish Investment Fund Association; the Swiss Funds and Asset Management Association; Verband der Auslandsbanken; and Verband unabhangiger Finanzdienstleistungs Unternehmen in Europa; Vereinigung ausländischer Investmentgesellschaften in Österreich.

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Oct 2021 - Sep 2022

    Lobbying costs for closed financial year

    200,000€ - 299,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    NameAmount
    fleishmanhillard 25,000€ - 49,999€

    Intermediaries for current year

    Name
    fleishmanhillard

    Closed year Costs

    200,000€ - 299,999€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    none

    Groups (European Parliament)

    N/A

    Communication activities

    None

    Other activities

    None declared

  • Meetings

    Meetings

    4 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 09 Oct 2018 Location Brussels
      Subject The EU financial services agenda
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Attending
      • Paulina Dejmek Hack (Cabinet member)
      Other Lobbyists
    • Date 19 Mar 2018 Location Brussels
      Subject PEPP - ESAs review
      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 16 Oct 2017 Location Brussels
      Subject CMU; cross-border distribution of funds
      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)
    • Date 01 Jun 2017 Location Brussels
      Subject MiFID2; CMU; International Regulatory Cooperation
      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
      • Valdis Dombrovskis (Vice-President)
      • Jan Ceyssens (Cabinet member)
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