Franklin Resources Inc.

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Registration as it was on 18 Sep 2019
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Overview

Lobbying Costs

150,000€

Financial year: Oct 2017 - Sep 2018

Lobbyists (Full time equivalent)

0.75 Fte (3)

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 operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 150 countries. Through specialized teams, the Company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The Company’s more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in 35 countries, the California–based company has more than 65 years of investment experience and over $690 billion in assets under management as of August 31, 2019.

    Main EU files targeted

    All legislation regarding the regulation of financial services, capital markets, pensions, and consumer protection. This includes the Capital Markets Union, the Pan European Personal Pension Product, Sustainable Finance and ESG, the Prudential Framework for Investment Firms, MiFID, PRIIPS, UCITS and AIFMD.

    Address

    Head Office
    One Franklin Parkway
    Building 970, 1st Floor
    San Mateo CA 94403
    UNITED STATES
    EU Office
    Franklin Templeton Investments
    28 avenue Marnix
    Brussels 1000
    BELGIUM
  • People

    Total lobbyists declared

    3

    Employment timeLobbyists
    25%3

    Lobbyists (Full time equivalent)

    0.75

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    0 accreditations were / are live (in bold) for the selected state of 18 Sep 2019

    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

    Mr Rob Graham (Associate General Counsel)

    Person with legal responsibility

    Mr Vivek Kudva (CEO Europe)

  • Categories

    Category

    II - In-house lobbyists and trade/business/professional associations

    Subcategory

    Companies & groups

  • Networking

    Affiliation

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

    Member organisations

    None declared

  • Financial Data

    Closed financial year

    Oct 2017 - Sep 2018

    Lobbying costs for closed financial year

    150,000€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    none

    Groups (European Parliament)

    None

    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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