The Investment Association (IA)
WARNING: As this organisation lists one or more EP accredited lobbyists, it is highly improbable that its lobbying costs are lower than €10,000.
WARNING: The lobbying costs declared by this organisation are extraordinarily high and may therefore have been over-declared.
1,250,000€ - 1,499,999€
Lobbyists declared: 8.75 FTE (29)
WARNING: The number of full time equivalent lobbyists declared by this organisation are extraordinarily high and may therefore have been over-declared.
Lobbyists with EP accreditation: 0
Meetings with European Commission: 17
Lobbying costs over the years:
The Investment Association (IA)
Registration on EU Transparency Register
Goals / Remit
The UK investment management industry plays a major role in the economy, helping millions of individuals and families achieve their life goals by helping grow their investments (mainly through workplace pensions). In fact, 75% of UK households use an investment manager’s services (knowingly or unknowingly). The industry also invests billions of pounds in companies and the financing of transport networks, hospitals, schools and housing projects. The industry supports 115,000 jobs in the UK, including over 14,000 in Scotland. It’s the largest industry of its kind in Europe, and the second largest in the world, after America.
Our members range from small, independent UK investment firms to Europe-wide and global players. Collectively, they manage over £9.1 trillion of assets on behalf of their clients in the UK and around the world. We act as their voice and represent their interests to policymakers and regulators, (...)
All dossiers relating to investment management, whether via funds (e.g. UCITS) or for institutions such as insurers and pension schemes, and covering related matters including tax, accounting and disclosure and investor protection as it relates to these and all other investment products. Equally, we track developments such as MiFIR, touching on the wholesale markets that investment management makes accessible to customers, together with related issues such as operations and prevention of market abuse. In addition, The IA follows EU work on risk and risk management, including the systemic risks posed by institutions such as CCPs (clearing houses) as well as banks. Although strictly not an EU “initiative”, we have decided to include our work in relation to “Brexit” also.
Camomile Court 23 Camomile Street 23 Camomile Street
London EC3A 7LL
Tel: 44 02078310898
Rond-point Robert Schuman 6
Tel: 32 22828459
Lobbyists with EP accreditation
Person in charge of EU relations
Person with legal responsibility
We are members of EFAMA (European Fund and Asset Management Association). We are also members of IIFA (International Investment Funds Association).
Procurement from EU institutions
Grants from EU institutions
Total public financing
Other financial information
There are no notes attached to this organisation.
Expert groups (European Commission)
Intergroups (European Parliament)
Industry forums (European Parliament)
The IA works to promote a legal, tax and regulatory environment which makes investment better, in the UK, Europe and internationally. Better for clients of investment managers, so they achieve their financial goals. Better for companies, so they get the capital they need to grow. Better for the economy, so the country prospers. In Europe we work to help the EU’s policy agenda, where the asset management industry can play a part. For example, we seek to maximise the potential for the Capital Markets Union initiatives.
Meetings with European Commission17 meetings found.
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 publish information about such meetings. All information below comes from European Commission web pages.
- 15 Sep 2017 - Marlene Madsen - CMU mid-term review, PEPP, MiFID II and sustainable finance (DG Jobs & Growth)
- 06 Apr 2017 - Director-General Olivier Guersent - CMU, non-performing loan problem, sustainable finance. (DG Financial Stability, Financial Services and Capital Markets Union)
- 30 Nov 2016 - Paulina Dejmek Hack - Financial services agenda (DG Presidency)
- 10 Oct 2016 - Marlene Madsen - CMU (DG Jobs & Growth)
- 06 Jun 2016 - Mette Toftdal Grolleman - CRD IV review for investment firms (DG Euro & Financial Markets)
- 18 Apr 2016 - Commissioner Jonathan Hill - Capital Markets Union (DG Euro & Financial Markets)
- 01 Mar 2016 - Paulina Dejmek Hack - Capital Markets Union (DG Presidency)
- 19 Jan 2016 - Jan Ceyssens - OECD- BEPS (DG Euro & Financial Markets)
- 01 Oct 2015 - Denzil Davidson - Financial Services Policy (DG Euro & Financial Markets)
- 26 Aug 2015 - Jack Schickler - CCP recovery and resolution (DG Euro & Financial Markets)
- 26 Jun 2015 - Lee Foulger - Markets in Financial Instruments Directive II (DG Euro & Financial Markets)
- 20 May 2015 - Lee Foulger - Markets in Financial Instruments Directive II/MIFIR (DG Euro & Financial Markets)
- 08 May 2015 - Commissioner Jonathan Hill - Financial Services Policy (DG Euro & Financial Markets)
- 08 May 2015 - Commissioner Jonathan Hill - Asset management/Capital Markets Union (DG Euro & Financial Markets)
- 25 Feb 2015 - Lee Foulger - Resolution of central counterparties (CCPs) (DG Euro & Financial Markets)
- 23 Feb 2015 - Eduard Hulicius - Capital Markets Union, transparency of disclosure and consumer protection (DG Justice)
- 02 Dec 2014 - Jan Ceyssens - European consumer protection in the field of investor disclosure (DG Euro & Financial Markets)