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Publications

BETTER FINANCE Feedback to the European Commission’s Withholding taxes – FASTER Proposal

BETTER FINANCE welcomes the European Commission’s WHT FASTER Proposal that has to potential to bring procedural progress in addressing longstanding obstacles to tax recovery for investors dealing with their cross-border ...
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/ Consultations, Capital Markets (equity & bonds), Capital Markets Union (CMU), Other

Major EU bank Informs Investors of Missing Russian Shares

BETTER FINANCE expresses concern over Deutsche Bank's disclosure of missing Russian shares. The bank recently revealed a shortfall in the shares underlying depositary receipts (DRs), further increasing the challenges for ...
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/ Press Releases, Capital Markets (equity & bonds), Securities Markets & Trading, Shareholder Rights & Corporate Governance

Listing Act Review – EC Package Proposal

BETTER FINANCE welcomes the objectives of the Listing Act review put forward by the European commission to make EU Capital Markets more attractive for companies, particularly for SMEs.[1] Investor associations ...
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/ Position Papers, Capital Markets (equity & bonds), Capital Markets Union (CMU), Securities Markets & Trading

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

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

Robo-advice 2022 Report | Breaking Barriers of Traditional Advice

BETTER FINANCE continued its research series into Robo-advice with this seventh annual edition (2022), mapping a sample of platforms that provide online Robo-advisory investing services, by analysing their (automated) advice ...
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/ Research papers, Capital Markets (equity & bonds), Financial Education, FinTech, Sustainabe Finance