The Retail Investment Strategy (RIS) compromise currently on the table for a European Parliament vote blatantly disregards the interests of retail investors and the establishment of a competitive Capital Markets Union (CMU). Should Ms Yon-Courtin’s proposed compromise be approved by the ECON committee on 20th March and subsequently put to a plenary vote one month
BETTER FINANCE endorses the FSUG’s call for improved ‘Value for Money’ in retail investments. The focus is on enhancing the effectiveness of packaged retail and insurance-based investment products (PRIIPs) to contribute significantly to investors’ financial well-being. The FSUG emphasises the responsibility of product manufacturers to design products that boost investors’ financial wealth and urges supervisors
⬇️ Read or download BETTER FINANCE’s Individual Investors’ Key Priorities for 2024-2029 below. ⬇️ Let’s harness the Capital Markets Union’s (CMU) potential to benefit our citizens as financial consumers, retail investors and pension savers, as well as our planet, the economy, and for future generations. This will ensure Europe’s prosperity and security in a rapidly
DG FISMA will be organising a roundtable on January 25th, 2024 at 10:00, where Aleksandra Maczynska, Acting Managing Director at BETTER FINANCE will address the panel on ‘Opportunities from a shorter settlement cycle in the EU’.
The Sustainable Finance Disclosures Regulation (SFDR) started applying in March 2021 and requires financial market participants and financial advisers to disclose at entity and product levels how they integrate sustainability risks and principal adverse impacts in their processes at both entity and product levels. It also introduces additional product disclosures for sustainable financial products making
BETTER FINANCE is pleased to announce a new collaboration with SASV (Schweizerischer Anlegerschutzverein), the Swiss Investor Protection Association, further expanding its pan-European network. SASV is dedicated to promoting transparency within the Swiss capital market and advancing investor rights. This partnership with BETTER FINANCE aims to bolster the representation of Swiss individual investors and shareholders on
Brussels, 14 December 2023 – On December 11th, the BETTER FINANCE Scientific Council convened to discuss next year’s research program and to elect a new chairperson. The Council recommended that BETTER FINANCE continues to build on the extensive research conducted by the team and expressed support for the 2024 research program, including further research on
The Lithuanian Investors Association and BETTER FINANCE, the European Federation of Investors and Financial Services Users, are organising the annual BETTER FINANCE International Investors’ Conference, scheduled to take place in Vilnius on May 30, 2024. The conference, titled “Vilnius 2024 | Shaping the Future of Finance,” will delve into various topics encompassing European and Baltic
Date: Wednesday, 17 April 2024 | Time: 14h00 – 18h00 | Place: University Foundation, 11 Rue d’Egmont, 1000 Brussels PROGRAMME 13h30 – 14h00 | Registration & Coffee 14h00 – 14h10 | Welcome | Aleksandra Mączyńska, Acting Managing Director, BETTER FINANCE 14h10 – 14h30 | Keynote Speech | José Manuel Campa, Chair, European Banking Authority (EBA)
The “Swiss Association for the Protection of Investors” (Schweizerische Anlegerschutzverein) is committed to transparency on the Swiss capital market and the promotion and enforcement of investor rights in Switzerland. Its purpose is to protect the interests of investors with regard to financial investments and to support them in the enforcement of their corporate and economic
In recent months, BETTER FINANCE members have received a large number of inquiries about the takeover of Crédit Suisse (CS) by UBS. Former CS shareholders consider the price of CHF 3 billion that UBS paid for Crédit Suisse in the form of treasury shares to be far too low. On the last trading day before
A recent survey conducted by BETTER FINANCE and DSW among 3000 investors across the EU found that withholding tax (WHT) refund procedures are cumbersome and costly, making it difficult or financially unreasonable for non-professional investors to reclaim excess withholding tax on cross-border dividend income. More than 90% of European investors find the WHT reclaim procedure
On Thursday 13 April Ferrovial, the Spanish construction group, announced that its shareholders have approved a plan to relocate its holding company to the Netherlands through a reverse merger with its Dutch subsidiary Ferrovial International SE (FISE). The decision was made during Ferrovial’s Annual General Meeting (AGM). This strategic move aims to facilitate future listings
For a third year in a row, a study by BETTER FINANCE and DSW still points to considerable barriers to shareholder engagement as the Shareholder Rights Directive II fails to deliver for European cross-border shareholders, seriously hampering long-term investor engagement and sustainable corporate governance. Following the entry into force of the Shareholder Rights Directive II
IMAB (Latvia) – Investoru un mazākuma akcionāru biedrība / Investors and minority shareholders society. The aim of the Latvian Investors and Minority Shareholders Association is to bring together investors who are or wish to be minority shareholders or their representatives in Latvian companies, thereby promoting the development of investment in publicly traded companies and the
[Archived: The Survey is now Closed] It’s all about retail shareholder democracy in Europe! Did you try to vote (or did you successfully vote) at Shareholders Meetings of EU Companies in 2022? If not, there is still time, AGMs of companies are still ongoing. • Let us know your experience: Survey Open, until 10 September
BETTER FINANCE Member VZMD makes Objections Public in OPEN LETTER to the CEO of the Slovenian Securities Market Agency (ATVP), the national competent Authority In a press release at the end of 2021, VZMD – the Pan-Slovenian Shareholder Association and BETTER FINANCE Member – drew attention to the mass dissemination of letters and “innovative” offers
To ensure sustainable development and a brighter future, shareholder engagement must be given a chance! Despite the entry into force of the Shareholder Rights Directive II (SRD II) in September 2020, and the importance the European Union places on Shareholder Engagement and Corporate Governance – the set of rules and practices dictating a company’s corporate
Lately, many shareholders in public limited companies have turned to the PanSlovenian Shareholders’ Association (VZMD) and stated that they have received various letters and very strange offers from IGOR ŠTEMBERGER, the CEO and owner of ILIRIKA bornz-posredniška družba, d.d. (a brokerage company). In certain cases, the offered prices for shares were extremely low. In others, they offered shareholders shares of the company ILIRIKA MOJA
It is with great sadness that BETTER FINANCE learned on Monday 14 December 2020 that Wilhelm Rasinger, President of the Austrian Association for Investors (Interessenverbandes für Anleger – IVA) passed away. He was a great friend of our organisation and, even before his close involvement with the European Federation of Investors and Financial Services Users,
BETTER FINANCE’s full Response to the Targeted Consultation on SRDs – Shareholder Rights Directives (SRD1 and SRD2) for the European Commission by the CSES — [15 December 2023]. BETTER FINANCE advocates for the enforcement of investors’ and shareholders’ rights, underscoring the pivotal role of engagement as a cornerstone within robust green transition plans and corporate