BETA

Subject "2.50.05 Insurance, pension funds"

Dossiers (214)

Technical screening criteria for determining the conditions under which an economic activity qualifies as contributing substantially to the sustainable use and protection of water and marine resources, to the transition to a circular economy, to pollution prevention and control or to the protection and restoration of biodiversity and ecosystems and for determining whether that economic activity causes no significant harm to any of the other environmental objectives; specific public disclosures for those economic activities. Accompanying document
EEA Agreement: amending Annex IX (Financial services) (Prudential requirements and securitisation). EU position
Functioning of the European long-term investment funds (ELTIF) framework. Report
Review of the EU prudential framework for insurers and reinsurers in the context of the EU’s post pandemic recovery
EU taxonomy, corporate sustainability reporting, sustainability preferences and fiduciary duties: directing finance towards the European Green Deal
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II): correcting the Polish language version
Technical screening criteria for determining the conditions under which an economic activity qualifies as contributing substantially to climate change mitigation or climate change adaptation and for determining whether that economic activity causes no significant harm to any of the other environmental objectives: correcting certain language versions
Renewal of the determination that the solvency regime in force in the United States applicable to undertaking with their head office in that third country is provisionally equivalent to that laid down in Solvency II Directive
Regulatory technical standards on the assessment methodology under which competent authorities verify an institution’s compliance with the requirements to use internal models for market risk
Regulatory technical standards specifying the conditions under which institutions are allowed to calculate KIRB in relation to the underlying exposures of a securitisation transaction
Regulatory technical standards specifying the details of the scope and methods for prudential consolidation of an investment firm group
Regulatory technical standards specifying in which circumstances the conditions for identifying groups of connected clients are met. Corrigendum
Harmonisation of certain aspects of fees charged by the European Securities and Markets Authority to securitisation repositories
Regulatory technical standards specifying, for simple, transparent and standardised non-ABCP traditional securitisation, and for simple, transparent and standardised on-balance-sheet securitisation, the content, methodologies and presentation of information related to the principal adverse impacts of the assets financed by the underlying exposures on sustainability factors
Specifying the performance-related triggers and the criteria for the calibration of those triggers
Specifying in which circumstances the conditions for identifying groups of connected clients are met
Adapting the base amounts in euro for professional indemnity insurance and for financial capacity of insurance, reinsurance and ancillary insurance intermediaries
Specifying the supervisory shock scenarios, the common modelling and parametric assumptions and what constitutes a large decline
Specifying a standardised methodology and a simplified standardised methodology to evaluate the risks arising from potential changes in interest rates that affect both the economic value of equity and the net interest income of an institution’s non-trading book activities
Homogeneity of the underlying exposures in simple, transparent and standardised securitisations
Calculation of the stress scenario risk measure
Specifying the criteria for the identification of shadow banking entities
Specifying in greater detail the risk retention requirements for originators, sponsors, original lenders, and servicers
Technical screening criteria for determining the conditions under which an economic activity qualifies as contributing substantially to the sustainable use and protection of water and marine resources, to the transition to a circular economy, to pollution prevention and control or to the protection and restoration of biodiversity and ecosystems and for determining whether that economic activity causes no significant harm to any of the other environmental objectives; specific public disclosures for those economic activities
Additional technical screening criteria for determining the conditions under which certain economic activities qualify as contributing substantially to climate change mitigation or climate change adaptation and for determining whether those activities cause no significant harm to any of the other environmental objectives
Specifying the measurement of risks or elements of risks not covered or not sufficiently covered by the own funds requirements and the indicative qualitative metrics for the amounts of additional own funds
Regulatory technical standards specifying requirements for the type and nature of the information to be exchanged by competent authorities of home and host Member States
Transparency and integrity of Environmental, Social and Governance (ESG) rating activities
Retail investor protection rules
Packaged retail and insurance-based investment products (PRIIPs): modernisation of the key information document
Regulatory technical standards for the calculation of risk-weighted exposure amounts of collective investment undertakings under the mandate-based approach
Prior permission to reduce own funds and the requirements related to eligible liabilities instruments
Regulatory technical standards specifying the types of factors to be considered for the assessment of the appropriateness of risk weights for exposures secured by immovable property and the conditions to be taken into account for the assessment of the appropriateness of minimum loss given default values for exposures secured by immovable property
Regulatory technical standards specifying exotic underlyings and the instruments bearing residual risks for the purposes of the calculation of own funds requirements for residual risks
Regulatory technical standards specifying the calculation methods of gross jump-to-default amounts for exposures to debt and equity instruments and for exposures to default risk arising from certain derivative instruments, and specifying the determination of notional amounts of instruments other than the instruments referred to in Article 325w(4) of Regulation (EU) No 575/2013
Information to be provided in the application for the authorisation as a credit institution, and obstacles which may prevent the effective exercise of supervisory functions of competent authorities
Criteria for assessing the modellability of risk factors under the internal model approach (IMA) and frequency of that assessment under Article 325be(3) of the Capital Requirements Regulation
Technical details of back-testing and profit and loss attribution requirements under Articles 325bf and 325bg of the Capital Requirements Regulation
Key information documents for packaged retail and insurance-basedinvestment products (PRIIPs): presentation, content, review and revision of key information documentsand the conditions for fulfilling the requirement to provide such documents. Correcting the Danish language version of Annex II
Information to be provided by an undertaking in the application for authorisation in accordance with Article 8a of the Capital Requirements Directive
Emerging markets and advanced economies
Own funds requirement for investment firms based on fixed overheads
Information to be provided in accordance with the STS notification requirements for on-balance-sheet synthetic securitisations
Packaged retail and insurance-based investment products (PRIIPs): extension of the transitional arrangement; date of application
Amending the Taxonomy Climate Delegated Act and the Taxonomy Disclosures Delegated Act
Regulatory technical standards on liquidity horizons for the alternative internal model approach
Liquidity coverage requirement for credit institutions
Treatment of concentration risk towards central counterparties and the counterparty risk on centrally cleared derivative transactions
Capital Requirements Regulation (CRR): regulatory technical standards specifying the conditions in accordance with which consolidation is to be carried out in the cases referred to in Article 18(3) to (6) and Article 18(8)
Regulatory technical standards for the specification of the assessment methodology competent authorities are to follow when assessing the compliance of credit institutions and investment firms with the requirements to use the Internal Ratings Based Approach
Regulatory technical standards specifying the notion of segregated accounts to ensure client money’s protection in the event of an investment firm’s failure
Regulatory technical standards specifying the amount of total margin for the calculation of the K-factor 'clear margin given' (K-CMG)
Regulatory technical standards specifying the methods for measuring the K-factors
Regulatory technical standards specifying adjustments to the K-factor 'daily trading flow' (K-DTF) coefficients
Underpinning methodology and presentation of performance scenarios, the presentation of costs and the methodology for the calculation of summary cost indicators, the presentation and content of information on past performance and the presentation of costs by packaged retail and insurance-based investment products (PRIIPs) offering a range of options for investment and alignment of the transitional arrangement for PRIIP manufacturers offering units of funds as underlying investment options with the prolonged transitional arrangement
Regulatory technical standards specifying appropriate criteria to identify categories of staff whose professional activities have a material impact on the risk profile of an investment firm or of the assets that it manages
Regulatory technical standards specifying the criteria for subjecting certain investment firms to the requirements of Capital Requirements Regulation (CRR)
Content and presentation of information to be disclosed by undertakings concerning environmentally sustainable economic activities, and methodology to comply with that disclosure obligation
Technical screening criteria for determining the conditions under which an economic activity qualifies as contributing substantially to climate change mitigation or climate change adaptation and for determining whether that economic activity causes no significant harm to any of the other environmental objectives
Regulatory technical standards on the cooperation, exchange of information and notification obligations between competent authorities and ESMA, the EBA and EIOPA
Integration of sustainability risks in the governance of insurance and reinsurance undertakings
Sustainability risks and sustainability factors to be taken into account by alternative investment fund managers
Integration of sustainability factors, risks and preferences into the product oversight and governance requirements for insurance undertakings and insurance distributors and into the rules on conduct of business and investment advice for insurance-based investment products
Regulatory technical standards specifying the method for identifying derivative transactions with one or more than one material risk driver for the purposes of Article 277(5), the formula for calculating the supervisory delta of call and put options mapped to the interest rate risk category and the method for determining whether a transaction is a long or short position in the primary risk driver or in the most material risk driver in the given risk category for the purposes of Article 279a(3)(a) and (b) in the standardised approach for counterparty credit risk
Capital Requirements Regulation (CRR): regulatory technical standards specifying the nature, severity and duration of an economic downturn referred to in Article 181(1), point (b), and Article 182(1), point (b)
Additional information for the purposes of the convergence of supervisory reporting
Product intervention
Regulatory technical standards for the specification of the methodology for the identification of global systemically important institutions and for the definition of subcategories of global systemically important institutions
Amendments to the European Long-Term Investment Funds (ELTIFs) Regulation
Framework for the recovery and resolution of insurance and reinsurance undertakings
Amendments to the Solvency II Directive
Packaged retail and insurance-based investment products (PRIIPs): key information documents. Extension of the transitional arrangement
Regulatory technical standards specifying the requirements on information documents, on the costs and fees included in the cost cap and on risk-mitigation techniques for the pan-European Personal Pension Product
Capital Requirements Regulation (CRR): regulatory technical standards for assigning risk weights to specialised lending exposures
Deduction of software assets from Common Equity Tier 1 items
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II): correction of the Czech language version of Delegated Regulation (EU) 2015/35
Capital Requirements Regulation (CRR): regulatory technical standards for prudent valuation under Article 105(14)
Insurance requirements for air carriers and aircraft operators
Taking-up and pursuit of the business of insurance and reinsurance - Solvency II: correcting certain language versions
Digital Finance: amending Directive regarding Digital Operational Resilience requirements
Amending Regulation (EU) No 575/2013 as regards adjustments to the securitisation framework to support the economic recovery in response to the COVID-19 crisis
General framework for securitisation and specific framework for simple, transparent and standardised securitisation to help the recovery from the COVID-19 crisis
Capital Requirements Regulation: adjustments in response to the COVID-19 pandemic
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II)
Alternative standardised approach for market risk
Regulatory technical standards specifying the information to be provided in accordance with the STS notification requirements
Regulatory technical standards specifying the information and the details of a securitisation to be made available by the originator, sponsor and SSPE
Regulatory technical standards adapting the base euro amounts for professional indemnity insurance and for financial capacity of insurance and reinsurance intermediaries
Aligning the transitional arrangement for PRIIP manufacturers offering units of funds referred to in Article 32 of Regulation (EU) No 1286/2014 as underlying investment options with the prolonged exemption period under that Article
Taking-up and pursuit of the business of insurance and reinsurance (Solvency II). Correcting the Romanian language version
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II)
Application for authorisation of a third party assessing STS compliance
Liquidity coverage requirement for credit institutions
Solvency II: calculation of regulatory capital requirements for securitisations and simple, transparent and standardised securitisations held by insurance and reinsurance undertakings
Resolution on International Financial Reporting Standards: IFRS 17 Insurance Contracts
Key information documents for packaged retail and insurance-based investment products (PRIIPs): presentation, content, review and revision of key information documents and the conditions for fulfilling the requirement to provide such documents. Correcting the Bulgarian language version
Assessment methodology under which competent authorities permit institutions to use advanced measurement approaches for operational risk
Tax treatment of pension products, including the pan-European personal pension product
Tax treatment of pension products, including the pan-European personal pension product
Framework to facilitate sustainable investment
Insurance distribution: dates of application of Delegated Regulations (EU) 2017/2358 and (EU) 2017/2359
Materiality threshold for credit obligations past due
Information requirements and conduct of business rules applicable to the distribution of insurance-based investment products
Product oversight and governance requirements for insurance undertakings and insurance distributors
Calculation of regulatory capital requirements for certain categories of assets held by insurance and reinsurance undertakings (infrastructure corporates)
Additional objective criteria for the application of a preferential liquidity outflow or inflow rate for cross-border undrawn credit or liquidity facilities within a group or an institutional protection scheme
Key information documents for packaged retail and insurance-based investment products (PRIIPs): presentation, content, review and revision of key information documents and conditions for fulfilling the requirement to provide such documents
Prudential requirements of investment firms
Prudential supervision of investment firms
Directive on insurance distribution: date of application of Member States' transposition measures
European Securities and Markets Authority (ESMA) and European Insurance and Occupational Pensions Authority (EIOPA): powers
Pan-European personal pension product (PEPP)
EU/USA bilateral agreement on prudential measures regarding insurance and reinsurance
Extension of the transitional periods related to pension scheme arrangements
Taking-up and pursuit of the business of insurance and reinsurance (Solvency II): correction of the Bulgarian, Croatian, Czech, Estonian, French, Greek, Lithuanian, Maltese, Romanian, Slovak and Swedish language versions of Delegated Regulation (EU) 2015/35
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II): German language version
Presentation, content, review and revision of key information documents and conditions for fulfilling the requirement to provide such documents
Methodology for the identification of global systemically important institutions and for the definition of subcategories of global systemically important institutions
Application of the derogations concerning currencies with constraints on the availability of liquid assets
Key information documents for packaged retail and insurance-based investment products (PRIIPs): date of application of the Regulation
Equivalence of the solvency regime for insurance and reinsurance undertakings in force in Japan to the regime laid down in Directive 2009/138/EC
Equivalence of the supervisory regime for insurance and reinsurance undertakings in force in Bermuda to the regime laid down in Directive 2009/138/EC
Calculation of regulatory capital requirements for several categories of assets held by insurance and reinsurance undertakings
Requirements for investor, sponsor, original lenders and originator institutions relating to exposures to transferred credit risk
Provisional equivalence of the solvency regimes in force in Australia, Bermuda, Brazil, Canada, Mexico and the United States and applicable to insurance and reinsurance undertakings with head offices in those countries
Extension of the transitional periods related to pension scheme arrangements
Equivalence of the solvency and prudential regime for insurance and reinsurance undertakings in force in Switzerland
Own funds requirements for institutions
Prudential requirements for credit institutions and investment firms: exemptions for commodity dealers
General framework for securitisation and specific framework for simple, transparent and standardised securitisation
Prudential requirements for credit institutions and investment firms
Taking-up and pursuit of the business of insurance and reinsurance (Solvency II): detailed requirements
Regulatory technical standards for own funds requirements for institutions
Activities and supervision of institutions for occupational retirement provision (IORPs). Recast
Structural measures improving the resilience of EU credit institutions
Long-term financing of the European economy
Insurance of natural and man-made disasters
Taking-up and pursuit of the business of insurance and reinsurance (Solvency II): dates of transposition and application; date of repeal of certain directives
European long-term investment funds
Implementing enhanced cooperation in the area of financial transaction tax (FTT)
Agenda for adequate, safe and sustainable pensions
Union programme to support specific activities in the field of financial reporting and auditing (2014-2020)
Insurance distribution. Recast
Packaged retail and insurance-based investment products (PRIIPs): key information documents
Taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II): dates of transposition and application, date of repeal of certain Directives
Insurance guarantee schemes
Institutions for occupational retirement provision, undertakings of collective investment in transferable securities (UCITS) and Alternative Investment Funds Managers: risk management
Common system of financial transaction tax
Access to the activity of credit institutions and the prudential supervision of credit institutions and investment firms. Capital Requirements Directive (CRDIV)
Prudential requirements for credit institutions and investment firms. Capital Requirements Regulation (CRR)
European Supervisory Authorities: powers of the European Insurance and Occupational Pensions Authority and the European Securities and Markets Authority
Corporate governance in financial institutions
Towards adequate, sustainable and safe European pension systems
Transposition and application of Council Directive 2004/113/EC implementing the principle of equal treatment between men and women in the access to and supply of goods and services
Remuneration of directors of listed companies and remuneration policies in the financial services sector
Financial conglomerates: supplementary supervision of financial entities
Financial supervision: powers of the European Banking Authority, the European Insurance and Occupational Pensions Authority and the European Securities and Markets Authority
European Insurance and Occupational Pensions Authority (EIOPA): establisment
Financial services, financial reporting and auditing: Community programme 2010-2013 to support specific activities
Follow-up after the review of the Lamfalussy Process
Lamfalussy follow up - Future structure of supervision
Lamfalussy follow up - Future structure of supervision
Insurance against civil liability in respect of the use of motor vehicles, and the enforcement of the obligation to insure against such liability. Codification. Motor Insurance Directive
Future of social security systems and pensions: their financing and the trend towards individualisation
Certain issues relating to motor insurance
Taking-up and pursuit of the business of insurance and reinsurance - Solvency II. Recast
Crisis of the Equitable Life Assurance Society
Collapse of the Equitable Life Assurance Society. Interim report
The limitation periods in cross-border disputes involving injuries and fatal accidents
The limitation periods in cross-border disputes involving injuries and fatal accidents
Supplementary supervision of credit institutions, insurance undertakings and investment firms in a financial conglomerate: implementing powers conferred on the Commission
Life assurance: implementing powers conferred on the Commission
European insurance and occupational pensions committee: implementing powers conferred on the Commission
Direct insurance other than life assurance: implementing powers conferred on the Commission
Reinsurance: Commission implementing powers
Nuclear energy: third-party liability, Protocol on the 1960 Paris Convention, ratification by Slovenia
Mutual assistance for the recovery of claims relating to certain levies, duties, taxes and other measures (repeal. Directive 76/308/EEC). Codification
Prudential assessment of acquisitions and increase of holdings in the financial sector
Decision on setting up a Committee of Inquiry into the crisis of the Equitable Life Assurance Society
Resolution on the Lloyd's Names petitions
Insurance of shipowners for maritime claims
Improving the acquisition and preservation of supplementary pension rights in order to enhance worker mobility
Reinsurance
Joint report by the Commission and the Council on adequate and sustainable pensions
Equal treatment between women and men: access to and supply of goods and services
Nuclear energy : third party liability, Protocol on the 1960 Paris Convention
Resolution on financial regulation, supervision and stability and the Lamfalussy method
"Lloyd's" petitions on the implementation of the Directive 73/239/EEC
Supporting national strategies for safe and sustainable pensions through an integrated approach
Air transport: insurance for air carriers and aircraft operators
Insurance against civil liability in respect of the use of motor vehicles
Insurance undertakings: annual and consolidated accounts and standards IAS (amend. Directives 78/660, 83/349, 91/674/EEC)
Occupational pensions: tax obstacles to the cross-border provision
Social protection: long-term evolution of pensions
Supervision of credit institutions, insurance undertakings and investment firms in a financial conglomerate
Car insurance: third part liability, better legal protection of accident victims, 5th directive
Car insurance: third part liability, better legal protection of accident victims, 5th directive
Institutions for occupational retirement, pension funds: laws, regulations and administrative provisions
Non-life insurance: solvency margin for undertakings (amend. Directive 73/239/EEC)
Life insurance: solvency margin for undertakings (amend. Directive 79/267/EEC)
Insurance mediation
Life assurance (repeal. Directives 79/267/EEC, 90/619/EEC, 92/96/EEC). Recast
Insurance: agreements, decisions and concerted practices (Regulation (EEC) No 3932/92)
Supplementary pensions: towards a single market, consultations on the Green Paper
Insurance sector: freedom to provide services and general good
Supplementary pensions in the Single Market. Green Paper
Supplementary pension rights: safeguard for employed and self-employed persons moving within the Union
Motor Insurance: civil liability, fourth directive (amend. direct. 73/239/EEC, 88/357/EEC, 92/49/EEC)
Regulation of claims resulting from traffic accidents occurring in another Member State
Regulation of claims resulting from traffic accidents occurring in another Member State
Insurance: supplementary supervision of insurance undertakings belonging to a group
Prudential supervision of credit institutions, life assurance and non-life insurance, UCITS: review of directives
Funds held by institutions for retirement provision: freedom of management and investment
Insurance: reorganisation and winding-up of undertakings, mutual recognition