The Investment Association

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Registration as it was on 06 Jun 2012
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Overview

Lobbying Costs

125,000€

Financial year: Apr 2011 - Mar 2012

Lobbyists (Full time equivalent)

None declared

Lobbyists with EP accreditation

0

High-level Commission meetings

18

Lobbying Costs over the years

  • Info

    Investment Management Association   (IMA)

    EU Transparency Register

    5437826103-53 First registered on 30 Jun 2008

    Goals / Remit

    The IMA is the trade body for the UK based investment management industry. IMA works to foster the good reputation of the industry and promote a legal, tax and regulatory environment which is appropriate for the needs of investment managers and their customers. We do so by seeking to influence the Government, regulators and other policymakers across the UK, Europe and internationally.

    IMA provides a centre of excellence on investment management and publishes regular data on the state of the industry. IMA members are committed to ensuring that high standards are maintained within the industry, to the benefit of investors and the industry itself.

    Main EU files targeted

    Address

    Head Office
    Kingsway
    London WC2B 6TD
    UNITED KINGDOM
  • People

    Total lobbyists declared

    None declared

    Lobbyists with EP accreditation

    All Lobbyists with EP accreditation over time

    0 accreditations were / are live (in bold) for the selected state of 06 Jun 2012

    Name Start date End Date
    Ms Karen NORTHEY 29 Mar 2022 29 Mar 2023
    Mr David MCCARTHY 09 Mar 2022 09 Mar 2023
    Mr Christopher CUMMINGS 09 Mar 2022 09 Mar 2023
    Ms Laetitia ANNET 08 Mar 2022 08 Mar 2023
    Mr Christopher CUMMINGS 20 Nov 2019 01 Dec 2020
    Mr Johannes Woelfing 19 Feb 2019 19 Feb 2020
    Ms Jessica FOULDS 12 Jan 2019 11 Jan 2020
    Mr Christopher CUMMINGS 21 Dec 2018 20 Nov 2019
    Ms Galina DIMITROVA 14 Mar 2018 14 Mar 2019
    Mr Johannes Woelfing 01 Mar 2018 19 Feb 2019
    Mr Christopher CUMMINGS 11 Jan 2018 21 Dec 2018
    Mr Ross BARRETT 20 Nov 2017 17 Nov 2018
    Ms Jessica FOULDS 20 Nov 2017 17 Nov 2018
    Mr Johannes Woelfing 21 Feb 2017 21 Feb 2018
    Mr Christopher CUMMINGS 30 Nov 2016 30 Nov 2017
    Mr Angus Canvin 29 Nov 2016 20 Nov 2017
    Mr Arjun SINGH 05 Nov 2015 29 Jun 2016
    Mr Jonathan GEE 04 Nov 2015 10 Dec 2015
    Mr Andrew Ninian 20 May 2015 14 May 2016
    Ms Elizabeth Murrall 20 May 2015 14 May 2016
    Mr DANIEL CHARLES GODFREY 24 Mar 2015 30 Oct 2015
    Mr Guy Sears 19 Mar 2015 17 Mar 2016
    Mr Andrew Richard Timothy Metcalfe 17 Mar 2015 09 Dec 2015
    Mr Angus Canvin 17 Mar 2015 13 Mar 2016
    Mr Arjun SINGH 11 Nov 2014 05 Nov 2015
    Mr Florian Van Megen 17 Jul 2014 15 Jul 2015
    Mr Andrew Richard Timothy Metcalfe 28 Feb 2014 03 Mar 2015
    Mr JORGE MORLEY-SMITH 08 Oct 2013 05 Oct 2014
    Ms KAREN BOWIE 05 Oct 2013 04 Oct 2014
    Mr DANIEL CHARLES GODFREY 27 Sep 2013 26 Sep 2014
    Mrs Julie Patterson 03 Sep 2013 29 Aug 2014
    Mr BERNARD KERSLEY IRVING HENRY 08 Aug 2013 08 May 2014

    Complementary Information

    None declared

    Person in charge of EU relations

    None declared

    Person with legal responsibility

    Mrs Julie Patterson (Director)

  • Categories

    Category

    II - In-house lobbyists and trade/professional associations

    Subcategory

    Trade, business & professional associations

  • Networking

    Affiliation

    None declared

    Member organisations

    None declared

  • Financial Data

    Closed financial year

    Apr 2011 - Mar 2012

    Lobbying costs for closed financial year

    125,000€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    None declared

    Groups (European Parliament)

    None declared

    Communication activities

    None declared

    Other activities

    None declared

  • Meetings

    Meetings

    18 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, CMU action plan
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • John Berrigan (Director-General)
    • Date 15 Sep 2017 Location Tallinn
      Subject CMU mid-term review, PEPP, MiFID II and sustainable finance
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Marlene Madsen (Cabinet member)
    • Date 06 Apr 2017 Location Malta
      Subject CMU, non-performing loan problem, sustainable finance.
      DG Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Olivier Guersent (Director-General)
    • Date 30 Nov 2016 Location Brussels
      Subject Financial services agenda
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Attending
      • Paulina Dejmek Hack (Cabinet member)
    • Date 10 Oct 2016 Location Brussels
      Subject CMU
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Marlene Madsen (Cabinet member)
    • Date 06 Jun 2016 Location Brussels
      Subject CRD IV review for investment firms
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Mette Toftdal Grolleman (Cabinet member)
    • Date 18 Apr 2016 Location London
      Subject Capital Markets Union
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Jonathan Hill (Commissioner)
    • Date 01 Mar 2016 Location Brussels
      Subject Capital Markets Union
      Cabinet Cabinet of President Jean-Claude Juncker
      Portfolio President
      Attending
      • Paulina Dejmek Hack (Cabinet member)
    • Date 19 Jan 2016 Location Brussels
      Subject OECD- BEPS
      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
      • Jan Ceyssens (Cabinet member)
    • Date 01 Oct 2015 Location Brussels
      Subject Financial Services Policy
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Denzil Davidson (Cabinet member)
      Other Lobbyists
    • Date 26 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)
    • Date 26 Jun 2015 Location Brussels
      Subject Markets in Financial Instruments Directive II
      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)
    • Date 20 May 2015 Location Brussels
      Subject Markets in Financial Instruments Directive II/MIFIR
      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)
    • Date 08 May 2015 Location London
      Subject Financial Services Policy
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Jonathan Hill (Commissioner)
      Other Lobbyists
    • Date 08 May 2015 Location London
      Subject Asset management/Capital Markets Union
      Cabinet Cabinet of Commissioner Jonathan Hill
      Portfolio Financial Stability, Financial Services and Capital Markets Union
      Attending
      • Jonathan Hill (Commissioner)
    • Date 25 Feb 2015 Location Brussels
      Subject Resolution of central counterparties (CCPs)
      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)
    • Date 23 Feb 2015 Location Brussels, Belgium
      Subject Capital Markets Union, transparency of disclosure and consumer protection
      Cabinet Cabinet of Commissioner Věra Jourová
      Portfolio Justice, Consumers and Gender Equality
      Attending
      • Eduard Hulicius (Cabinet member)
    • Date 02 Dec 2014 Location Brussels- European Commission
      Subject European consumer protection in the field of investor disclosure
      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
      • Jan Ceyssens (Cabinet member)
      Other Lobbyists
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