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 STATESEU Office
8A, rue Albert Borschette
Luxembourg
LUXEMBOURGWebsite
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People
Total lobbyists declared
5
Employment time Lobbyists 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 19 Apr 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
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Categories
Category
Companies & groups
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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
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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
Name Amount fleishmanhillard 25,000€ - 49,999€ Intermediaries for current year
Name fleishmanhillard Closed year Costs
200,000€ - 299,999€
Other financial info
None declared
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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.
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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)
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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)
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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)