Overview
Lobbying Costs
500,000€ - 599,999€
Financial year: Jan 2023 - Dec 2023
Lobbyists (Full time equivalent)
2.35 Fte (5)
Lobbyists with EP accreditation
0
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 offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with investment choices to help our clients build better futures for themselves and generations to come. Helping clients to save for retirement has been at the core of our business for 50 years. Related to investing: For individual investors we provide guidance to invest in a simple and cost effective way. For institutions including pension funds, banks and insurance we offer full-service asset management. For employers we provide workplace pension administration and manage their pension assets. We are responsible for total client assets of about USD $700* billion from over 2.52 million clients across Asia Pacific, Europe, the Middle East, South America and Canada. *All data as on 10 March 2023. Source and further information: www.fidelityinternational.com
Main EU files targeted
Sustainable Finance, ESG, SFDR, NFRD/CSR3D, Corporate Governance, Shareholders Rights Directive, Pensions PEPP & IORP, Capital Markets Union (CMU), Retail Financial Inclusion, Retail Investment Strategy RIS, MiFID II, UCITS, AIFMD, Data Protection, CCP Recovery & Resolution, EMIR, Financial Stability, Investor Education
Address
Head Office
2a rue Albert Borschette
Luxembourg 1021 - BP 2174
LUXEMBOURGEU Office
2a rue Albert Borschette
Luxembourg 1021 - BP 2174
LUXEMBOURGWebsite
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People
Total lobbyists declared
5
Employment time Lobbyists 100% 1 75% 1 25% 2 10% 1 Lobbyists (Full time equivalent)
2.35
Lobbyists with EP accreditation
All Lobbyists with EP accreditation over time
0 accreditations were / are live (in bold) for the selected state of 21 Nov 2024
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
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
Fidelity International is a member of several trade associations for the investment management industry, including EFAMA, the Investment Association, ICMA, BVI, AFG, Assogestioni, ALFI and Irish Funds.
Member organisations
Fidelity International is a member signatory of multiple global organisations related to sustainable finance, for example the UNPRI, TCFD, SASB, IIGCC, Climate Bonds Initiative (CBI), Carbon Disclosure Project (CDP), Climate Action 100+, Eurosif and GFANZ
For further information on our sustainable investing approach please visit:
https://www.fidelityinstitutional.com/en-gb/sustainable-investing/sustainable-investing -
Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Jan 2023 - Dec 2023
Lobbying costs for closed financial year
500,000€ - 599,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount icma 0€ - 10,000€ kreab brussels 10,000€ - 24,999€ efama 10,000€ - 24,999€ Intermediaries for current year
Name twp berlin public affairs consultants forefront advisers kreab brussels Closed year Costs
500,000€ - 599,999€
Other financial info
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EU Structures
Groups (European Commission)
none
Groups (European Parliament)
N/A
Communication activities
None
Other activities
None declared
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.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
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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 - Claude Bocqueraz (Cabinet member)
- Agnieszka Drzewoska (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)