Publications
& Policy

This long awaited official Guidance from the European Commission clarifies the application of the Sustainable Finance Disclosure Regulation (SFDR).

From our industry’s perspective, the letter clarifies that SFDR does apply to all AIFMs carrying out activities in the EU (including those gaining access through NPPRs), and clarifies the definitions of Article 8 and 9 products.

Invest Europe contributed to AFME's report tracking the recent progress of the Capital Markets Union (CMU) project through seven Key Performance Indicators (KPIs).

Invest Europe has produced a private equity data reporting guidance, based on the standard reporting template TPT 5.0. It is intended to help private equity managers to report data to their insurance investors in accordance with the new reporting requirements.

A Q&A document addressing the potential implications of the UK leaving the EU for private equity firms, their investors and their portfolio companies.

This presentation (and its appendix) describes the features of and conditions for access to the European Guarantee Fund set up by the European Investment Fund. Please note that this presentation is not legally binding and is for guidance only.

From July 2020 onwards, certain cross-border transactions need to be reported to national tax administrations under new EU mandatory disclosure rules.

As the Foreign Direct Investment (FDI) screening landscape across Europe is rapidly evolving, Invest Europe has prepared a country-by-country overview to map different existing regimes and keep-track of latest developments with view to helping members assess how FDI screenings may impact their transactions.

This guide, covering 19 different jurisdictions, is designed to provide direct insights to Invest Europe members and their portfolio companies on the different support programs available across Europe for businesses in need of liquidity.

European Commission and the EIB have pledged dozens of billions of euros to help Member States and EU financial institutions provide the necessary liquidity to EU businesses while the ECB and the Eurogroup have taken important decisions to maintain the stability of the eurozone.

Solvency II, officially known as Directive 2009/138/EC on the taking-up and pursuit of the business of Insurance and Reinsurance, entered into force on 1st January 2016. It sets out management and supervisory rules for insurance companies.  

The EuVECA voluntary passport is becoming more and more popular for venture capital fund managers, most of whom operate below the required threshold for AIFMD compliance. 

The Markets in Financial Instruments Regulation (MiFIR) and Directive (MiFID II), referred to in this Guide as “MiFID”, are in force since January 2018.

A detailed briefing for Invest Europe members on regulation affecting the private equity industry.

An in-depth study which outlines the tax environments for the private equity and venture capital industry around Europe, carried out in association with KPMG.

An introduction to the voluntary passport regime offered by the revised European Venture Capital Fund Regulation.