Ref. Ares(2022)6565660 - 23/09/2022
FISMA/13621 - Courtesy call
Meeting date and place
Meeting held on 03/05/2022 14:30 Online
Participating organisation(s) representative(s)
Asset Management Association Switzerland
Contact
Asset Management Association Switzerland
Participant,
Requester
Main issues discussed
The Asset Management Association (Switzerland) is part of EFAMA. They want to engage (pro-)actively with EU
authorities on areas that will (at least indirectly) impact their industry. Important topics for them are delegation,
sustainability disclosures and market access.
On delegation, given that CH banks and fund managers are very active in the EU and in the UK, members of the SMA
would not like to see the delegation model disrupted or weakened by the ongoing AIFMD negotiations.
On sustainable finance, the market is seeking clarifications on the sequencing of the MiFID and SFDR obligations (we
clarified along the lines of our written replies) and the granularity of the MiFID suitability assessment.
On ELTIF, they ask whether a CH manager can managed an ELTIF from outside the EU or whether it can use the
ELTIF label.
Directorate or unit
FISMA.C.4
Internal participants
FISMA C/4
Participant,
Requested for
FISMA C/4
Notetaker,
Participant
Author(s) of minutes
Validator and validation date
Electronically signed on 23/09/2022 09:10 (UTC+02) in accordance with Article 11 of Commission Decision (EU) 2021/2121