Categorie: ENGLISH AREA

Date: 30th January 2018 In 2016 the Investment Association (IA), a UK-based organisation representing investment managers, published a report that dismisses claims that there are or were hidden fees charged to investors in financial products, in particular related to mutual funds. Renamed ‘The Loch Ness monster of investments’, the study

Date: 23rd January 2018 To achieve a fully-fledged Economic and Monetary Union (EMU), the E.U. must complete the Banking Union (BU) based on a harmonised, risk-sharing banking services sector. The last step remaining is the establishment of a European Deposit Insurance Scheme (EDIS, see here). A complete overhaul of the

Date: 23rd January 2018 Author: BETTER FINANCE 2018 has gotten off to a shaky start… With the start of the New Year, the updated Markets in Financial Instruments Directive (MiFID II) rules came into force, requiring investment managers to reveal transaction costs that were previously not included in the ongoing

Date: 19th January 2018 Earlier this week, the the European Capital Markets Institute released two valuable research reports on aggregate indicators of the Capital Markets Union, both domestic and in comparison to three other mega-economies of the world. The reports focus on five key sectors in the EU-28 capital markets:

Date: 16th January 2018 One of the big questions asked in the finance industry is what will happen with investment research once MiFID II becomes applicable. This is because the revised Directive on capital markets and financial services imposes stringent conduct of business rules and obligations. Inter alia, the new

Date: 15th January 2018 Some good news for European citizens as a new piece of E.U. legislation becomes applicable across the single market, constituting another step for further monetary and financial integration of European economies. Following the application of the new Markets in Financial Instruments Directive and Regulation (MiFID II/

Date: 9th January 2018 Author: BETTER FINANCE Amid intense debates between the regulator, industry and BETTER FINANCE over the proposal for the Pan-European Personal Pension (PEPP), a retirement savings investment product that stand to benefit not only European citizens as savers, but the entire E.U. economy, a story regarding the

Date: 9th January 2018 Author: BETTER FINANCE The newly applicable provisions of MiFID II on reporting duties also concern financial transactions of Exchange-Traded Funds (ETFs). Considering that the majority of initial ETF trading (primary dealing or creation) takes place directly between market makers (such as credit institutions – buyers) and