CFA Institute welcomes the opportunity to provide its views on the proposed changes to the investment research rules under the MiFID II regulatory framework. CFA Institute has some reservation about the generalized relaxation approach and, in particular, the proposal of exempting unbundling of investment research for small and medium caps, including fixed-income research.
CFA Institute
Other · Belgium
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Their record over time
CFA Institute filed 2 positions between 10 Sept 2020 and 18 May 2021, across 2 of the 583 legislative files tracked here, attaching a full position paper 1 time.
What they argued
Currently, investor protection rules are set out in a number of sector specific legislative instruments at EU level, while general consumer protection frameworks remain under national rules. In order to better reflect the variety of issues across member states, it would be useful to target especially retail investors responses to the consultation. Could this be done through the traditional consultation process?
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Turns up on the same files
Organizations that also filed on at least two of the same consultations. A shared interest in the same dossiers — not evidence of coordination, and we do not suggest any.
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