OpenLobby.EU

EUROPEAN FINANCIAL PLANNING ASSOCIATION

EFPA

The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behavior for the financial advisory sector throughout Europe, benefiting the profession, financial firms and clients.

Lobbying Activity

Response to COMMISSION RECOMMENDATION on savings and investment accounts (in support of the savings and investment union)

8 Jul 2025

Response to Proposal for a Directive amending • Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MIFID II) • Directive 2009/65/EC of the European Parliament and of the Council of 13 July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) with all subsequent amendments • Directive 2011/61/EU of the European Parliament and of the Council of 8 June 2011 on Alternative Investment Fund Managers (AIMFD ) with all subsequent amendments • Directive 2002/47/EC of the European Parliament and of the Council of 6 June 2002 on financial collateral arrangements (FCD) • Directive 98/26/EC of the European Parliament and of the Council of 19 May 1998 on settlement finality in payment and securities settlement systems (SFD)

5 Jun 2025

Meeting with Sirpa Pietikäinen (Member of the European Parliament)

3 Jun 2025 · Financial literacy and education

Response to Savings and Investments Union

5 Mar 2025

Meeting with Philippe Thill (Cabinet of Commissioner Maria Luís Albuquerque)

26 Feb 2025 · Exchange with the European Financial Planning Association (EFPA) on financial literacy, financial advice and retail investment

Meeting with Markus Ferber (Member of the European Parliament)

3 Dec 2024 · Retail Investment Strategy

Response to Proposal for a DIRECTIVE OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL amending Directives (EU) 2009/65/EC, 2009/138/EC, 2011/61/EU, 2014/65/EU and (EU) 2016/97 as regards the Union retail investor protection rules

23 Aug 2023

Meeting with Mairead McGuinness (Commissioner) and

18 Jul 2023 · Distribution of Retail financial products