BVI Bundesverband Investment und Asset Management e.V.

EU Legislative Interests

Selected EU initiatives currently being monitored by the BVI, include: - Market Integration Package (MIP) - SFDR Review - Markets in Financial Instruments Directive (MiFID II) / - Markets in Financial Instruments Regulation (MiFIR) - Alternative Investment Fund Managers Directive (AIFMD) - Undertakings for the Collective Investment of Transferable Securities (UCITS Directive) - Packaged Retail and Insurance-based Investment Products (PRIIPs Regulation) - Sustainable Finance Regulation Package (Taxonomy, Disclosures, Low-Carbon Benchmarks, Omnibus) - Markets in Cryptoassets (MiCA) - Digital Operational Resilience (DORA) - Distributed Ledger Technology (DLT) - Digital Finance - Open Finance (FIDA) - Corporate Sustainability Reporting Directive (CSRD) - European Green Bond Standard (EuGBS) - ESG Ratings - Market Data Costs - European Single Access Point (ESAP) - European Long-Term Investment Funds (ELTIF) - Central Securities Depositories Regulation (CSDR) - Insurance Distribution Directive (IDD) - Benchmarks (Regulation) - Money Market Funds (Regulation) - Shareholder Rights Directive (SRD II) - Financial Transaction Tax (Directive) - Pan-European Personal Pension Product (Regulation) - ESA review - Capital Requirements Directive (CRD) - Capital Requirements Regulation (CRR) - Anti Money Laundering (Regulation) - European Market Infrastructure Regulation (EMIR) - Cross-border Distribution of Funds (CBDF) - Investment Firm Regulation/Directive (IFR/D) - Market Abuse Regulation - Securitisations (Regulation) - Prospectus (Regulation) - EMIR Euro-clearing relocation - Capital Markets Union (CMU) / Savings and Investments Union (SIU) - Concept of an EU savings and investment product / label / savings account - Investments in defence - T+1 proposal on shortening the settlement cycle in the EU

Communication Activities

BVI organizes seminars on topics of current interest. The spectrum ranges from basic seminars to special subject seminars on changing regulatory framework's conditions: https://www.bvi.de/en/events/ Speakers are employees from the BVI's departments as well as specialists from private practice and administration. In addition, BVI hosts an annual reception in Brussels as well as inhouse events and roundtable discussions.

Interests Represented

Promotes their own interests or the collective interests of their members

Member Of

BVI actively supports the realisation of the concept of investment at European level as well as safeguarding of the interests of the German funds industry. In the international context, BVI as a member of the European Fund and Asset Management Association (EFAMA) and the International Investment Funds Association IIFA works towards a creation of appropriate framework conditions for the activities of management companies. https://www.efama.org/ https://iifa.ca/

Organisation Members

https://www.bvi.de/en/about-us/members/

Additional Information

As far it concerns the estimation of annual costs related to activities covered by the register the following aspects were taken into consideration: membership and related fees, events and conferences in Brussels, colleagues from Frankfurt travelling to Brussels eon a regular basis, the Brussels team attending conferences abroad, the salaries for the staff working on EU files and lobbying the EU institutions, the office in the European quarter, cost for the organisation of conferences, public affairs campaigns, marketing and advertising, use of media; work on about 100 position papers per year etc.