Lobby contacts on the retail investment strategy

Pia Eberhardt a fait une demande de Accès à l'information à Secrétariat général de la Commission européenne

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La demande est réussie.

Dear Secretariat General of the European Commission,

Under the right of access to documents in the EU treaties, as developed in Regulation 1049/2001, I am requesting documents which contain the following information:

1) Minutes of the following meetings, in which the retail investment strategy was discussed:
- Meeting of Valeria Miceli and Deutscher Sparkassen-und Giroverband (DSGV) on 20 April 2023
- Meeting of Valeria Miceli and Allianz on 2 March 2023
- Meeting of Valeria Miceli and GDV on 26 January 2023

2) A list of meetings since 1st November 2022 between officials from the Secretariat General with external stakeholders, in which the Retail Investments Strategy and in particular a potential ban on inducements was discussed. Officials excludes the Commission President and her Cabinet.

3) Correspondence since 1st November 2022 between Commission President von der Leyen, and/or her cabinet and/or officials from the Secretary General with external stakeholders regarding the Retail Investments Strategy and in particular a potential ban on inducements.

Please find my postal address here: Bürgerbewegung Finanzwende, Motzstraße 32, 10777 Berlin, Germany

Yours faithfully,

Pia Eberhardt

Sg-Acc-Doc@ec.europa.eu, Secrétariat général de la Commission européenne

Your message has been received by the Transparency Unit of the
Secretariat-General of the European Commission.
Requests for public access to documents are treated on the basis of
[1]Regulation (EC) No 1049/2001 of 30 May 2001 regarding public access to
European Parliament, Council and Commission documents.
The Secretariat-General will reply to your request within 15 working days
upon registration of your request and will duly inform you of the
registration of the request (or of any additional information to be
provided in view of its registration and/or treatment).
 
 
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sg-acc-doc@ec.europa.eu,

Dear Sir or Madam,

We hereby acknowledge the receipt of your request for access to documents
sent on 10/05/2023 and registered on 10/05/2023 under the case number
2023/2807.

We will handle your request within 15 working days as of the date of
registration. The time-limit expires on 02/06/2023. We will let you know
if we need to extend this time limit for additional 15 working days.

To find more information on how we process your personal data, please see
[1]the privacy statement.

Yours faithfully,

Secretariat-General - Access to Documents
European Commission

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sg-acc-doc@ec.europa.eu,

1 Attachment

Hello,

Please find attached a message concerning your request for access to
Commission documents registered under the above case number 2023/2807.

Kind regards,

sg-acc-doc@ec.europa.eu,

23 Attachments

  • Attachment

    Reply Gestdem 2807 final.pdf

    264K Download View as HTML

  • Attachment

    Ares 2023 1941881 Ban inducements in the sale of retail investment products Redacted.pdf

    201K Download View as HTML

  • Attachment

    Ares 2023 2426915 request and reply for an urgent meeting with President von der Leyen on the Retail Investment Strategy from the principal consumer NGOs Ares 2023 1095777 Redacted.pdf

    151K Download View as HTML

  • Attachment

    Ares 2023 2910325 Bundesverband Deutscher Versicherungskaufleute e.V.Federal Association of German Insurance Merchants Redacted.pdf

    363K Download View as HTML

  • Attachment

    Ares 2023 3009760 email from EFR Redacted.pdf

    106K Download View as HTML

  • Attachment

    Ares 2023 3009760 Letter from EFR to von der Leyen 04.2023 Redacted.pdf

    73K Download View as HTML

  • Attachment

    Ares 2023 3014247 WWF Letter to the Commission on Retail Investment Strategy 27April23 Redacted.pdf

    231K Download View as HTML

  • Attachment

    Ares 2023 3014247 WWF sustainability recommendations on the Retail Investment Strategy email Redacted.pdf

    185K Download View as HTML

  • Attachment

    Ares 2023 3832142 Minutes Allianz March2023 Redacted.pdf

    42K Download View as HTML

  • Attachment

    Ares 2023 3833141 Allianz Briefing on RIS February 2023 Redacted.pdf

    292K Download View as HTML

  • Attachment

    ARES 2023 3833141 Retail Investment Strategy Allianz views and meeting request Redacted.pdf

    75K Download View as HTML

  • Attachment

    Ares 2023 3833781 Minutes DSGV April2023 Redacted.pdf

    46K Download View as HTML

  • Attachment

    Ares 2023 3834478 annex Redacted.pdf

    118K Download View as HTML

  • Attachment

    Ares 2023 3834478 email Redacted.pdf

    163K Download View as HTML

  • Attachment

    ARES 2023 3920621 Minutes GDV Jan2023 Redacted.pdf

    43K Download View as HTML

  • Attachment

    Ares 2023 561173 Bundesverband Deutscher Verm gensberater e.V.reagrding a possible commission ban Redacted.pdf

    88K Download View as HTML

  • Attachment

    Ares 2023 927578 AFG Letter to President VDL about RIS Redacted.pdf

    171K Download View as HTML

  • Attachment

    Ares 2023 927578 AFG note Retail Investment Strategy addressing the challenges of the whole value chain.pdf

    313K Download View as HTML

  • Attachment

    Ares 2023 927578 AFG Retail investment strategy Proposals and meeting request Redacted.pdf

    222K Download View as HTML

  • Attachment

    Ares 2023 952489 email Federation of German Consumer Organisations on the upcoming Retail Investment Strategy Redacted.pdf

    51K Download View as HTML

  • Attachment

    Ares 2023 952489 Letter Federation of German Consumer Organisations on the upcoming Retail Investment Strategy Redacted.pdf

    327K Download View as HTML

  • Attachment

    Ares 2023 979323 Letter on behalf of the Pan European Insurance Forum PEIF 1 Redacted.pdf

    185K Download View as HTML

  • Attachment

    Ares 2023 979323 Letter on behalf of the Pan European Insurance Forum PEIF 2 Redacted.pdf

    172K Download View as HTML

Hello,

Please find attached a message concerning your request for access to
Commission documents registered under the above case number 2023/2807.

Please acknowledge the receipt of this message by return email.
Kind regards,