European Fund and Asset Management Association

- European Parliamentary Financial Services Forum (EPFSF)
- ESMA SMSG
- ESMA Investment Management Standing Committee (IMSC) Consultative WG
- ESMA Investor Protection Standing Committee (IPSC)
- EIOPA Stakeholder Group
- Financial Data Exchange Templates (FINDATEX) (founder member+ secretariat)
- Affiliate Member of the International Organization of Securities Commissions (IOSCO)
- EFRAG (Sustainability Reporting Pillar)
- European Money Markets Institute (EMMI)
- European Capital Markets Institute (ECMI),
- International Capital Market Association (ICMA) /Alternative Investment Management Association (AIMA) (observer)
- International Investment Funds Association (IIFA)
- Federation of European and International Associations (FAIB)

https://www.efama.org/index.php/about-us/our-members

Promotes their own interests or the collective interests of their members

Jan 2024 - Dec 2024

2,750,000€ - 2,999,999€

None declared

2,750,000€ - 2,999,999€

EFAMA’s budget is based on membership fees exclusively. EFAMA has 29 member associations, 52 corporate members and 26 associate members.

EFAMA’s annual calculations of costs attributable to activities covered by the Register have been made following the EC Guidelines with regards to the activities covered within the scope of the Register and the calculation of estimated annual costs of the activities of the Register (staff costs, office and admin expenses, in-house operational expenditure, representation costs, etc)

Platform for Tax Good Governance#E03962#https://ec.europa.eu/transparency/expert-groups-register/screen/expert-groups/consult?lang=en&groupID=3962 #MEMBER #C#FinanceEuropean Union Eco-labelling Board#E00374#https://ec.europa.eu/transparency/expert-groups-register/screen/expert-groups/consult?lang=en&groupID=374 #MEMBER #C#Finance

Competitive European Industry: long-term and sustainable investment

Publications:
- Retail Investment Strategy: what to keep, what to remove and how to simplify moving forward (Key recommendations presented as a leaflet)
- FAQ ELTIF Regulation 2.0 + infographic
- High-Level Roadmap for Adoption of T+1 in EU Securities Markets
- "The Capital Flywheel”, a joint industry report on European capital markets
- Unlocking Retail Participation in EU Capital Markets - a discussion paper presented at the European Commission Roundtable on the distribution of retail investment products
- Unlocking Private Investment to Fund Europe's Triple Transitions - Towards an enabling regulatory framework
- Asset Management Report 2024 (and video)
- Fact Book 2024 (and video)
- Household Participation in Capital Markets
- EFAMA's AI-system Assessment Tool

- Market Insights series aiming at analysing recent industry trends and developments based on the latest available data. Findings are presented in a succinct and visual way and put into a policy perspective (https://www.efama.org/index.php/publications/market-insights)

Events:
- European Retirement Week
- Supporter of IOSCO’s World Investor Week
- Global Money Week
- Webinars on financial services industry specific topics (e.g. ELTIF, Consolidated Tape, PRIIPs, EMIR, ESG, SFDR)
- EFAMA Investment Management Forum

None declared

17 meetings found. Download meetings

The list below covers meetings with Commissioners/Cabinet members/Directors-general (high-level) Commission meetings published December 2014 to December 2024, and the meetings of Commissioners/Cabinet members/Directors-general and officials holding "management functions" in the Commission published since 1 January 2025. Other lobby meetings with lower-level staff may well have taken place, but the Commission doesn't proactively publish information about these meetings. All information below comes from the Commission and not from the registrant.

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.

• Date	09 Jan 2025	Location	videoconference
  Subject	EU-UK Financial Regulatory Forum
  DG	Financial Stability, Financial Services and Capital Markets Union
  Attending	Maria Raffaella Assetta (Head of Unit)
  Other Lobbyists	ACCIS Insurance Europe International Swaps and Derivatives Association European Banking Federation BNP PARIBAS Association for Financial Markets in Europe Nederlandse Vereniging van Banken / Dutch Banking Association Federation of European Securities Exchanges Futures Industry Association, Inc. Invest Europe Institute of International Finance

• Date	18 Jul 2023	Location	Brussels
  Subject	Distribution of Retail financial products
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Mairead McGuinness (Commissioner) Patricia Reilly (Cabinet member) Agnieszka Drzewoska (Cabinet member)
  Other Lobbyists	Association for Financial Markets in Europe Unipol Gruppo Centre for European Policy Studies Kantar Media UK Ltd Finance Watch BPCE Association of Insurance & Financial Brokers European Investors-VEB Fédération Européenne des Conseils et Intermédiaires Financiers European Association of Co-operative Banks Deutscher Sparkassen-und Giroverband European Savings and Retail Banking Group European Forum of Securities Associations Caixa Capital, Sociedade de Capital de Risco, SA Federation of European Securities Exchanges BIPAR - European Federation of Insurance Intermediaries EUROPEAN FINANCIAL PLANNING ASSOCIATION European Banking Federation UNI Europa Insurance Europe ICI Global Bureau Européen des Unions de Consommateurs European Structured Investment Products Association Crédit Agricole S.A. European Specialist Printing Manufacturers Association European Federation of Investors and Financial Services Users European FinTech Association

• Date	24 Mar 2023	Location	video conference
  Subject	Retail investment strategy
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	24 Mar 2023	Location	Virtual Meeting
  Subject	Retail investment strategy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	20 Feb 2023	Location	online
  Subject	Consolidated tape, MiFIR
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)
  Other Lobbyists	BlackRock Cboe Europe B.V. AMUNDI AM Irish Funds Industry Association CLG

• Date	14 Jan 2022	Location	Virtual meeting
  Subject	Financial literacy
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Nicolo Brignoli (Cabinet member)

• Date	10 Nov 2021	Location	video confrerence
  Subject	Review of the Markets in Financial Instruments Regulation
  Cabinet	Cabinet of Executive Vice-President Valdis Dombrovskis
  Portfolio	An Economy that Works for People
  Attending	Andrea Beltramello (Cabinet member)

• Date	09 Nov 2021	Location	Virtual Meeting
  Subject	Introductory discussion, financial literacy, retail investor.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Agnieszka Drzewoska (Cabinet member)

• Date	14 Oct 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	14 Sep 2021	Location	virtual
  Subject	Mandatory Buy-In rules, CSRD review
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	13 Jul 2021	Location	VIDEO CONFERENCING
  Subject	CMU ISSUES.
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Mairead McGuinness (Commissioner)

• Date	24 Mar 2021	Location	virtual
  Subject	AIFMD/ELTIF/CMU
  Cabinet	Cabinet of Commissioner Mairead Mcguinness
  Portfolio	Financial services, financial stability and Capital Markets Union
  Attending	Florian Denis (Cabinet member)

• Date	22 Oct 2019	Location	Brussels
  Subject	CMU, sustainable finance
  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	14 Mar 2018	Location	Brussels
  Subject	PEPPs
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Marlene Madsen (Cabinet member)

• Date	22 Mar 2017	Location	Brussels
  Subject	Fund Distribution, PEPP
  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) Valdis Dombrovskis (Vice-President)
  Other Lobbyists	ICI Global

• Date	21 May 2015	Location	Brussels
  Subject	CMU
  Cabinet	Cabinet of Vice-President Jyrki Katainen
  Portfolio	Jobs, Growth, Investment and Competitiveness
  Attending	Valérie Herzberg (Cabinet member)

• Date	29 Jan 2015	Location	Brussels
  Subject	CMU, Long-term savings, Product disclosure
  Cabinet	Cabinet of Commissioner Jonathan Hill
  Portfolio	Financial Stability, Financial Services and Capital Markets Union
  Attending	Jonathan Hill (Commissioner)