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BETTER FINANCE response to European Commission consultation on the EU climate target for 2040

BETTER FINANCE welcomes the European Commission’s initiative to set clear policy measures regarding climate targets beyond 2030, which ultimately can support the objective of 2050 climate neutrality goal and its ...
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/ Consultations, Sustainabe Finance

BETTER FINANCE Praises the Latest Proposal from the European Commission on Withholding Tax in Europe

BETTER FINANCE supports the recent proposal put forth by the European Commission, aimed at simplifying the reimbursement of cross-border withholding taxes. Guillaume Prache, the Managing Director of BETTER FINANCE, expresses ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading

BETTER FINANCE – Annual Report 2022

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/ Annual Reports

BETTER FINANCE feedback to the draft European Sustainability Reporting Standards (ESRS) Delegated Act

BETTER FINANCE, as an independent financial expertise center serving European financial services users, represents millions of individual investors in Europe who stand to benefit from the draft non-financial reporting Standards ...
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/ Consultations

BETTER FINANCE response to EIOPA consultation on technical advice on IORP II review

EIOPA consulted on the review of IORP II Directive, which governs occupational pension schemes in the EU. BETTER FINANCE's response to the consultation focuses on protecting the interests of pension ...
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/ Consultations, Life Insurance & Pensions, Packaged Investment Products

The Proposed Retail Investment Strategy Shows Potential for Investor Protection Progress, but Fails to Meet its Own Key Targets

BETTER FINANCE, the European Federation of Investors and Financial Services Users, welcomed the European Commission’s launch of a Retail Investor Strategy in September 2020, as a once in a lifetime ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Life Insurance & Pensions, Packaged Investment Products, Product governance & disclosures, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress

CMU Assessment Report 2019-2022 | Building a Capital Markets Union “That Works for People”

BETTER FINANCE released its updated report on the progress of the European Capital Markets Union (CMU), and the results are discouraging. The report analyses the first five key performance indicators ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU)

Withholding Tax on Cross-Border Dividends in the EU continues to be a nightmare for investors

Many investors commonly use the strategy of investing in dividend stocks. Yet, investors holding foreign shares often have to pay additional withholding tax on dividends in the respective country. A ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading, Shareholder Rights & Corporate Governance

Withholding taxes on dividends in the European Union: An uphill battle for individual shareholders

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 ...
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/ Research papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Other, Securities Markets & Trading, Shareholder Rights & Corporate Governance, Supervision & Redress

BETTER FINANCE raises serious concerns over the current “trialogues” on EU capital market structure and their impact on the retail investment community

  • BETTER FINANCE calls for restricting “dark” capital market venues to REAL Large-in-scale (LIS) trades, i.e., of more than €100k each, to really prevent them from dealing with “retail” orders.
    • ...
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/ Press Releases, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading