Version status: Published
Published date: 24 May 2023
Proposal for a Directive of the European Parliament and of the Council amending Directives (EU) 2009/65/EC, 2009/138/EC, 2011/61/EU, 2014/65/EU and (EU) 2016/97 as regards the Union retail investor protection rules (Text with EEA relevance) (COM(2023) 279 final / 2023/0167 (COD)) (updated 7 June 2024 with Note - Mandate for negotiations with the European Parliament: legal text)
Marked-up copies of text with the provisions of the Proposal incorporated
- Directive 2009/65/EC - Undertakings for Collective Investment in Transferable Securities IV (recast) (UCITS IV)
- Directive 2009/138/EC - Insurance and Reinsurance Directive (recast) (Solvency II)
- Directive 2011/61/EU - Alternative Investment Fund Managers Directive (AIFMD)
- Directive 2014/65/EU - Markets in Financial Instruments Directive II (MiFID II)
- Directive 2016/97/EU - Insurance Distribution Directive (IDD)
Presidency Compromise text or Note or Opinion
- Note - Mandate for negotiations with the European Parliament: legal text (7 June 2024)
- Erratum (15 April 2024)
- Information Note - List of WKs published from 1 July to 31 December 2023 (4 April 2024)
- Committee report tabled for plenary (2 April 2024)
- Opinion (C/2024/881) (6 February 2024)
- ***I Draft Report (9 October 2023)
- Cover Note - Opinion on the application of the Principles of Subsidiarity and Proportionality (3 October 2023)
- Information Note - List of WKs published from 1 January to 30 June 2023 (17 July 2023)
- Opinion (20 January 2023)
Accompanying documents
- Annnexes (24 May 2023)
- Impact assessment report (24 May 2023)
- Executive summary of the impact assessment report (24 May 2023)