BETA

Activities of Anneliese DODDS

Written declarations (4)

Written declaration on taxation applied to women’s sanitary products such as tampons

Written declaration on the relative lack of baby care facilities for men’s public sanitary rooms

Written declaration on infectious diseases of early childhood

Amendments (430)

Amendment 1 #

2016/2309(INI)

Motion for a resolution
Citation 8
— having regard to the preliminary findings and conclusions of the OSCE/ODIHR concerningFinal Report of the OSCE/ODIHR Election Observation Mission on the parliamentary elections of 16 October 2016,
2017/02/08
Committee: AFET
Amendment 14 #

2016/2309(INI)

Motion for a resolution
Recital C
C. whereas concerns remain about the polarised domestic climate and the boycott of the opposition in Parliament; whereas the continuation of instability might slow down the pace of EU-related reforms; whereas sustainable dialogue and constructive cooperation between ruling coalition and opposition are critical to maintaining progress in the accession process;
2017/02/08
Committee: AFET
Amendment 22 #

2016/2309(INI)

Motion for a resolution
Recital E
E. whereas civil society organisations (CSOs) are being included in the reform process in Montenegroable to participate in working groups, including for accession negotiations, but have expressed dissatisfaction with the level of their involvement in policy-making and the degree of their access to information; whereas it is extremely worrying that some civil society activists have been personally targeted by the media through smear campaigns;
2017/02/08
Committee: AFET
Amendment 25 #

2016/2309(INI)

Motion for a resolution
Recital F
F. whereas freedom of expression and media freedom are core EU values and cornerstones of any democracy; whereas the Montenegrin media community is highly politicised, censorship and self- censorship persist, and economic and political pressures on journalists occur; whereas Reporters Without Borders ranks Montenegro only 106th out of 181 countries in its World Press Freedom Index; whereas the CSO Human Rights Watch reported that there were 25 threats and attacks against journalists in Montenegro since August 2015; whereas many cases of attacks against journalists remain unresolved, including the murder of Dusko Jovanovic in 2004;
2017/02/08
Committee: AFET
Amendment 45 #

2016/2309(INI)

Motion for a resolution
Paragraph 2
2. Commends the competent authorities for holding parliamentary elections on 16 October 2016 in an orderly manner in which fundamental freedoms were generally respected; welcomes the fact that the turnout was the highest since 2002; welcomes the revised legal framework under which the elections took place, but notes the persistence of some administrative deficiencies, including on the part of the State Election Commission (SEC), as well as concerns about the accuracy of the electoral register and politicisation; expects that the alleged procedural irregularities, including alleged abuses of state funds and abuse of office, and any other reported shortcomings, will be investigated fully and addressed effectively by the competent authorities, in line with the OSCE/ODIHR recommendations; notes with regret that part of the opposition has not recognised the results of the elections; recognisestakes note of the attempts by external actors to discredit the electoral process and the difficulties this has caused;
2017/02/08
Committee: AFET
Amendment 62 #

2016/2309(INI)

Motion for a resolution
Paragraph 4
4. Notes the attempts by Russia to influence developments in Montenegro; is concerned about the serious incidents that occurred on 16 October 2016, and calls on the Vice-President of the European Commission / High Representative of the Union for Foreign Affairs and Security Policy (VP/HR), and on the Commission, to follow closely ongoing investigations by the competent authorities; commends the willingness of Serbia to cooperate in the ongoing investigation; considers it important that relevant services of the Member States share information pertaining to these incidents among themselves and with the VP/HR and the Commission;
2017/02/08
Committee: AFET
Amendment 74 #

2016/2309(INI)

Motion for a resolution
Paragraph 5
5. Continues to be deeply concerned about the polarised domestic climate and the boycott of parliamentary activities by members of the opposition; urges again all political forces to end the boycott and re- engage in constructive cooperation within the Montenegrin parliament; calls for further reinforcement of the parliament's scrutiny of the accession process and capacity for budget oversight; insists repeatedly on the need for a due follow-up on the 'audio-recording affair';
2017/02/08
Committee: AFET
Amendment 115 #

2016/2309(INI)

Motion for a resolution
Paragraph 11
11. While acknowledging CSOs’ involvement in the accession preparations, calls on the competent authorities to further improve CSOs’ access to EU-related information and to ensure that consultations with CSOs are held in a meaningful way, where possible; is deeply concerned that smear campaigns and intimidation attempts have continued against certain CSO activists; calls on the relevant authorities to create conditions conducive to voluntary work and a greater degree of civic engagement;
2017/02/08
Committee: AFET
Amendment 121 #

2016/2309(INI)

Motion for a resolution
Paragraph 12
12. Notes some progress in improving the situation of minorities; welcomes the adoption of a 2016-2020 strategy and action plan for the social inclusion of Roma and Egyptians; calls for an appropriate budget to be allocated so that the action plan may be implemented properly; remains concerned about the access of Roma, Egyptian minorities and Ashkali people to health care, education, housing and employment; calls on the authorities to address the double discrimination of Roma women on account of both their ethnicity and their gender; encourages the competent authorities to continue to strengthen efforts to safeguard the rights of LGBTI people, notwithstanding the difficulties in acceptance of sexual diversity within Montenegrin society; calls on the authorities to urgently roll out systematic anti-discrimination campaigns in schools and universities; remains concerned that most public buildings, including medical centres and university faculties, are still not accessible to people with disabilities; remains concerned that the number of employed people with disabilities is still very limited, and calls on the authorities to utilise fully the resources from the Professional Rehabilitation Fund in accordance with its purpose;
2017/02/08
Committee: AFET
Amendment 128 #

2016/2309(INI)

Motion for a resolution
Paragraph 13
13. Remains concerned about continued gender-based violence, the lack of prosecutions, the extremely mild penal policy for perpetrators and the inefficient support to, and protection of, victims; calls for measures to establish adequate protection services, enhance relevant inter- institutional coordination, to prosecute and punish perpetrators efficiently in line with international standards, to make effective use of the new unified database of cases of domestic violence, and to implement the 2016-2020 strategy on combating domestic violence; stresses the imcalls on the competent authorities to ensure proper protection, long term accommodation, financial support ance of encouraging women’s representation in politics, as well as their access to the labour market; notes the continued implementation of the 2013-2017 action plan on gender equalityd educational programs for victims of forced marriages and efficient prosecution of perpetrators; regrets that Montenegro has only 22% female Members of Parliament; stresses the importance of equal representation of women and men in politics; regrets that women remain underrepresented in the labour market; calls for effective measures to overcome the issues of undeclared work and the concentration of women in low- paid sectors of employment, and to address the lack of flexible work arrangements and childcare facilities; notes the continued implementation of the 2013-2017 action plan on gender equality; regrets that there is a lack of gender mainstreaming and gender impact assessment of social and employment policies;
2017/02/08
Committee: AFET
Amendment 144 #

2016/2309(INI)

Motion for a resolution
Paragraph 14
14. Remains concerned about the state of media freedom in Montenegro; urges again the competent authorities to resolve the long-pending cases of violence against, intimidation of and threats made to journalists, to take measures to protect media professionals and to create a safe environment for free journalism; insists on transparent state advertising in private media, on the amendment of the Montenegrin criminal code and on the introduction of new criminal offenses aimed at preventing and punishing attacks on journalists discharging their professional duties; acknowledges the legal measures taken to provide greater financial independence and sustainability for the public service broadcaster RTCG, and calls for further steps to ensure its independence, including editorial independence; calls on the EU Delegation in Montenegro to observe the trial of the journalist Jovo Martinovic;
2017/02/08
Committee: AFET
Amendment 150 #

2016/2309(INI)

Motion for a resolution
Paragraph 15
15. While noting favourable economic developments, urges the new government to launch further structural reforms with a view to improving the business and investment climate, including measures aimed at reducing the informal sector, and to pu while enhancing social rights and consumer protection; and to implement economic reforms that will create jobs and growth, build a more diversue efforts to diminish state involveconomy and a sustainable fiscal framework; insists on the need to effectively fight tax evasion; strongly believes that the opening of chapter 19 on social policy and employment ins the economy; callbest incentive for the government to accelerate its fwor the rationalisation of public spending, as well as for intensified efforts to strengthen the rule of law and contract enforcementk in addressing Montenegro's key challenges regarding social inclusion, poverty reduction and reducing the informal employment sector; welcomes the memorandum of understanding with the International Labour Organisation (ILO); calls for improvements in the social dialogue and the involvement of the social council regarding regulations related to social partners' competences;
2017/02/08
Committee: AFET
Amendment 171 #

2016/2309(INI)

Motion for a resolution
Paragraph 17
17. Welcomes the new law on the environment, as well as the national strategy for the transposition and implementation of the EU acquis on the environment and climate change and its 2016-2020 action plan; stresses the need to reinforce implementation efforts, in particular in water, nature protection and waste management, as well as related administrative capacities at all levels; is concerned about the significant delay in establishing protection over the potential Natura 2000 site of Ulcinj Salina; calls for further efforts to preserve the biodiversity of the Salina and the sustainable development of the coastline; reiterates that Lake Skadar is officially designated as a national park and Ramsar site and therefore the authorities should undertake the necessary protection and conservation measures in order to maintain its ecological characteristics; notes that the authorities plan to transform the public enterprise National Parks into a state- owned, limited liability company; calls on the government of Montenegro not to use this transformation as a gateway for future privatisation and to ensure that the transformation does not have any negative impact on the protection of national parks in Montenegro; calls on Montenegro to introduce legislation implementing the Third Energy Package;
2017/02/08
Committee: AFET
Amendment 87 #

2016/2243(INI)

Motion for a resolution
Recital L a (new)
La. whereas automation in the financial sector, as in other sectors, may disrupt existing patterns of employment, particularly for the kinds of 'mid-ranking' clerical jobs which previously served as routes into the middle class in many member states; whereas improving and increasing skills training and retraining will need to be at the heart of any European FinTech strategy;
2017/03/09
Committee: ECON
Amendment 258 #

2016/2243(INI)

Motion for a resolution
Paragraph 16 a (new)
16a. Stresses that while Fintech has the possibility to aid efforts to fight money laundering and tax evasion through better data transparency and the large volumes of data collected, there remains a risk that knowledge of the algorithms used in Fintech could be exploited to create loopholes for money launderers and tax evaders;
2017/03/09
Committee: ECON
Amendment 292 #

2016/2243(INI)

Motion for a resolution
Paragraph 21 a (new)
21a. Regulators should ensure that, while preserving the potential for innovation, new FinTech products protect consumers, especially more vulnerable ones; relatedly, data-driven applications must not lead to discriminatory outcomes towards, for example, consumers living in less well-off areas, people with disabilities, etc. Regulators should use the potential greater data transparency available from wider use of Fintech to better monitor the inclusiveness or otherwise of financial products, including their coverage of different geographical areas, genders and racial and ethnic groups;
2017/03/09
Committee: ECON
Amendment 4 #

2016/2188(DEC)

Draft opinion
Paragraph 1 a (new)
1 a. Recalls that the European Parliament was a driving force behind setting up a new and comprehensive European System of Financial Supervision (ESFS) including the three European Supervisory Authorities (ESAs) to ensure a better financial supervision system after the financial crisis;
2017/01/17
Committee: ECON
Amendment 5 #

2016/2188(DEC)

Draft opinion
Paragraph 1 b (new)
1 b. Underlines the important role the European Supervisory Authorities (ESAs) play regarding effective and coherent supervision of the financial system, better coordination between national authorities, and fostering consistent application of EU law;
2017/01/17
Committee: ECON
Amendment 17 #

2016/2188(DEC)

Draft opinion
Paragraph 3 a (new)
3 a. Stresses the importance of involving consumer protection organisations in the coordination work at EU level and ensuring that consumers' voices are heard during drafting and implementation stages;
2017/01/17
Committee: ECON
Amendment 19 #

2016/2188(DEC)

Draft opinion
Paragraph 3 b (new)
3 b. Regrets that supervision of consumer protection legislation is uneven throughout Member States, calls on the Commission to ensure that national competent authorities have a strong consumer protection mandate and the powers and resources they need to tackle consumer detriment and ensure compliance with consumer protection legislation and that the ESAs contribute to and promote convergent supervisory practices at a high-level in the area of consumer protection;
2017/01/17
Committee: ECON
Amendment 3 #

2016/2187(DEC)

Draft opinion
Paragraph 1 a (new)
1 a. Recalls that the European Parliament was a driving force behind setting up a new and comprehensive European System of Financial Supervision (ESFS) including the three European Supervisory Authorities (ESAs) to ensure a better financial supervision system after the financial crisis;
2017/01/17
Committee: ECON
Amendment 4 #

2016/2187(DEC)

Draft opinion
Paragraph 1 b (new)
1 b. Underlines the important role the European Supervisory Authorities (ESAs) play regarding effective and coherent supervision of the financial system, better coordination between national authorities, and fostering consistent application of EU law;
2017/01/17
Committee: ECON
Amendment 12 #

2016/2187(DEC)

Draft opinion
Paragraph 3 a (new)
3 a. Stresses the importance of involving consumer protection organisations in the coordination work at EU level and ensuring that consumers' voices are heard during drafting and implementation stages;
2017/01/17
Committee: ECON
Amendment 14 #

2016/2187(DEC)

Draft opinion
Paragraph 3 b (new)
3 b. Regrets that supervision of consumer protection legislation is uneven throughout Member States, calls on the Commission to ensure that national competent authorities have a strong consumer protection mandate and the powers and resources they need to tackle consumer detriment and ensure compliance with consumer protection legislation and that the ESAs contribute to and promote convergent supervisory practices at a high-level in the area of consumer protection;
2017/01/17
Committee: ECON
Amendment 3 #

2016/2186(DEC)

Draft opinion
Paragraph 1 a (new)
1 a. Recalls that the European Parliament was a driving force behind setting up a new and comprehensive European System of Financial Supervision (ESFS) including the three European Supervisory Authorities (ESAs) to ensure a better financial supervision system after the financial crisis;
2017/01/17
Committee: ECON
Amendment 4 #

2016/2186(DEC)

Draft opinion
Paragraph 1 b (new)
1 b. Underlines the important role the European Supervisory Authorities (ESAs) play regarding effective and coherent supervision of the financial system, better coordination between national authorities, and fostering consistent application of EU law;
2017/01/17
Committee: ECON
Amendment 6 #

2016/2186(DEC)

Draft opinion
Paragraph 2
2. Takes note of EBA’s lease agreement, which ends on 8 December 2026, but which includes a break option after six years, triggering a penalty payment of 16 months’ rent equivalent to EUR 3 246 216; considers that the 2016 accounts should fully disclose any future relocation costs; calls on the EBA to be transparent with all stakeholders regarding considerations of any future relocation;
2017/01/17
Committee: ECON
Amendment 16 #

2016/2186(DEC)

Draft opinion
Paragraph 3 a (new)
3 a. Stresses the importance of involving consumer protection organisations in the coordination work at EU level and ensuring that consumers' voices are heard during drafting and implementation stages;
2017/01/17
Committee: ECON
Amendment 17 #

2016/2186(DEC)

Draft opinion
Paragraph 3 b (new)
3 b. Regrets that supervision of consumer protection legislation is uneven throughout Member States, calls on the Commission to ensure that national competent authorities have a strong consumer protection mandate and the powers and resources they need to tackle consumer detriment and ensure compliance with consumer protection legislation and that the ESAs contribute to and promote convergent supervisory practices at a high-level in the area of consumer protection;
2017/01/17
Committee: ECON
Amendment 50 #

2016/2100(INI)

Motion for a resolution
Recital F a (new)
Fa. whereas tax evasion, tax fraud and tax havens are costing the EU taxpayers billions of euros (some estimates put the figure as high as one trillion euros) per year in lost revenue, distorting competition in the single market between those companies who pay their fair share of tax and those who do not;
2016/10/24
Committee: ECON
Amendment 156 #

2016/2100(INI)

Motion for a resolution
Paragraph 7
7. Stresses that the sharing economy is offering EU consumers numerous innovative products and services; calls on the Commission to ensure that firms operating in the collaborative economy, such as Uber, abide by competition law and do not seek to undermine the level playing field by, for example, circumventing employment or taxation rules in order to gain an unfair competitive advantage; reiterates that beside the taxation and security aspects, the Commission should also examine its competition aspects; underlines that national or EU rules must not impose the same conditions for different kinds of services;
2016/10/24
Committee: ECON
Amendment 192 #

2016/2100(INI)

Motion for a resolution
Paragraph 10
10. Considers that competition in the telecommunications sector is essential, not only to drive innovation and investment in networks but also to encourage affordable prices and choice of services for consumers; calls on the Commission, therefore, to safeguard competition in this sector, including with regard to spectrum allocation; welcomes the Commission decision to stop the merger of the mobile phone service providers O2 and Three in the UK, to the benefit of European consumers;
2016/10/24
Committee: ECON
Amendment 268 #

2016/2100(INI)

Motion for a resolution
Paragraph 14 a (new)
14a. Welcomes the Commission's rulings on Apple, Fiat, Starbucks and others, and looks forward to the outcomes of investigations into preferential tax rulings for McDonalds, Amazon and GDF Suez;
2016/10/24
Committee: ECON
Amendment 272 #

2016/2100(INI)

Motion for a resolution
Paragraph 14 b (new)
14b. Calls on the Commission to allocate greater resources to investigating tax rulings that create State aid concerns and to approach such investigations in a systematic manner, so as to ensure that all cases where illegal state aid has been granted are ultimately investigates, and governments and companies alike can be certain that any such case of illegal state aid will be discovered and overturned;
2016/10/24
Committee: ECON
Amendment 277 #

2016/2100(INI)

Motion for a resolution
Paragraph 14 c (new)
14c. Calls on the Commission to consider the introduction of sanctions in cases of illegal State Aid, in addition to the repayment of the original state aide; considers that such sanctions should be applied either against the state or company involved, or both, so as to avoid a situation whereby the member State found guilty of State Aid violation is punished by simply recouping its original payment;
2016/10/24
Committee: ECON
Amendment 279 #

2016/2100(INI)

Motion for a resolution
Paragraph 14 d (new)
14d. Calls on the Member States to publish information on their tax rulings in order to enhance transparency for citizens; calls on the Commission to publish a summary of the main tax rulings agreed in the previous year, based on information contained in a secure central directory, including at least a description of the issues addressed in the tax ruling, and a description of the criteria used to determine an advance pricing arrangement and identify the Member State(s) most likely to be affected;
2016/10/24
Committee: ECON
Amendment 281 #

2016/2100(INI)

Motion for a resolution
Paragraph 14 e (new)
14e. Stresses that State aid proceedings alone cannot put a permanent stop to the unfair tax competition in a number of Member States; believes that, following consecutive leaks from Luxembourg, Panama and the Bahamas, it is clear that further results are required, with progress needing to be made on the implementation of a common consolidated corporate tax base, on the obligation on large companies to report publically their turnover and profits on a 'country-by-country' basis, and on the introduction by Member States of greater transparency in their tax practices and mutual reporting requirements;
2016/10/24
Committee: ECON
Amendment 309 #

2016/2100(INI)

Motion for a resolution
Paragraph 18
18. Welcomes the Commission's Framework Strategy for a Resilient Energy Union with a Forward-Looking Climate Change Policy, and agrees with its five interrelated policy dimensions; also stresses that the EU needs to move away from an economy driven by fossil fuels and promote a sustainable energy model based on ambitious, binding targets on energy efficiency, renewables and decarbonisation;
2016/10/24
Committee: ECON
Amendment 322 #

2016/2100(INI)

Motion for a resolution
Paragraph 20
20. Welcomes the efforts of the Commission to promote the market integration of renewable energy sources in order to avoid distortions of competition; underlines, however, the responsibility of Member States in promoting and financing the production and use of renewable energy; recalls Article 194 of the Treaty outlining that Union policy shall aim to promote the development of renewable energy;
2016/10/24
Committee: ECON
Amendment 367 #

2016/2100(INI)

Motion for a resolution
Paragraph 21 a (new)
21a. Calls on the Commission to investigate the nature and substance of distortions in the retail market, to include considering the potential of territorial supply constraints on retailers to lead to market fragmentation and the potential for large supermarkets which dominate the market to distort competition within supply chains; emphasises the importance of all stakeholders disclosing relevant information;
2016/10/24
Committee: ECON
Amendment 373 #

2016/2100(INI)

Motion for a resolution
Paragraph 21 b (new)
21b. Reiterates its concern (as expressed in its resolution of 11 June 2013 on social housing in the European Union) about the restrictive definition of social housing given by the Commission within the field of competition policy; calls on the Commission to clarify this definition on the basis of an exchange of best practice and experience between the Member States, taking into account the fact that social housing is conceived of, and managed, in different ways in different Member States, regions and local communities;
2016/10/24
Committee: ECON
Amendment 383 #

2016/2100(INI)

Motion for a resolution
Paragraph 21 c (new)
21c. Calls for an immediate investigation into competition concerns arising from the Formula One Motorsport industry;
2016/10/24
Committee: ECON
Amendment 385 #

2016/2100(INI)

Motion for a resolution
Paragraph 21 d (new)
21d. Calls on the Commission, when developing and implementing competition policy, to take into account the fact that micro, small and medium-sized enterprises constitute the vast majority of companies in the EU; stresses, in that context, the need for user-friendly competition rules for smaller businesses who wish to operate online and cross- border within the single market;
2016/10/24
Committee: ECON
Amendment 410 #

2016/2100(INI)

Motion for a resolution
Paragraph 25 a (new)
25a. Considers it essential for the Commission to continue to promote better cooperation among national competition authorities in the EU;
2016/10/24
Committee: ECON
Amendment 23 #

2016/2099(INI)

Motion for a resolution
Recital C
C. whereas the bank must retain a strong credit standing and must remain selective in its operations, taking into account not only the high volumes and returns of the investment but also the development targets of different sectors, and the contribution of its investments to the wider social good;
2016/10/24
Committee: ECON
Amendment 43 #

2016/2099(INI)

Motion for a resolution
Recital F
F. whereas the EIB should help address regional inequalities on the basis of financing sound investment projects and those projects which have a strong environmental, social and corporate governance (ESG) dimension; whereas, in particular, the EIB should devise additional ways of sustaining the economic development of countries that have had to apply a stabilisation programme;
2016/10/24
Committee: ECON
Amendment 52 #

2016/2099(INI)

Motion for a resolution
Recital H
H. whereas particular consideration must be given to ESG criteria and particularly climate change in the assessment and monitoring of all projects;
2016/10/24
Committee: ECON
Amendment 114 #

2016/2099(INI)

Motion for a resolution
Paragraph 8
8. Calls on the EIB to increase its support to EU countries under adjustment programmes in order to contribute to jump- starting their economies; stresses that this should be in terms of both financial support and capacity-building in order to help projects to become investment-ready;
2016/10/24
Committee: ECON
Amendment 129 #

2016/2099(INI)

Motion for a resolution
Paragraph 10
10. Invites the EIB to present an assessment of the potential effect that Brexitthe UK's decision to leave the EU might have on its financial status and activities; calls on the EIB to urgently speak to the UK government to ensure the much needed certainty for UK based projects which are currently in receipt of EIB funding or in the process of applying, invites the EIB to investigate and outline the various possible relationships the EIB might have with the UK following the UK's decision to leave the EU;
2016/10/24
Committee: ECON
Amendment 231 #

2016/2099(INI)

Motion for a resolution
Paragraph 23 a (new)
23a. Welcomes that the EIB's support for social housing projects has continuously risen in recent years; calls on the EIB to strengthen its investments in this area to help address the urgent affordable housing needs many European citizens are facing; reiterates in this regard its concerns (as expressed in its resolution of 11 June 2013 on social housing in the European Union) about the restrictive definition of social housing given by the Commission within the field of competition policy;
2016/10/24
Committee: ECON
Amendment 301 #

2016/2099(INI)

Motion for a resolution
Paragraph 29 a (new)
29a. Tax Policy Calls on the EIB to adopt an effective and up-to-date Responsible Taxation Policy, to be overseen by a Tax Unit and detailed within an Annual Tax Report; calls for this policy to be coordinated with the Commission's External Strategy for Effective Taxation, and in particular the common EU list of problematic jurisdictions, so as to ensure that no EIB funding passes through such jurisdictions; calls furthermore for this policy to involve the EIB actively using its relocation clause and systematically publishing the domicile of funds which benefit from EIB support, as well as the domicile of the ultimate beneficiaries of the funds if they are supported by financial intermediaries
2016/10/24
Committee: ECON
Amendment 17 #

2016/2064(INI)

Motion for a resolution
Paragraph 1
1. Takes note of the large investment gap in Europe, which the Commission estimates at a minimum of EUR 200-300 billion a year; , highlights in particular, against this backdrop, the market needs in Europe for high-risk financing, for instance in the fields of R&D, energy and ICT and social infrastructure; is concerned by the fact that the most recent data on national accounts do not indicate any surge in investment since the European Fund for Strategic Investments (EFSI) was launched, leading to risks of continued subdued growth and continuing high unemployment rates; stresses that closing this investment gap is key to reviving growth, fighting unemployment and attaining long-term EU policy objectives;
2017/03/02
Committee: BUDGECON
Amendment 69 #

2016/2064(INI)

Motion for a resolution
Paragraph 5
5. Recalls that the projects supported by EFSI, while striving to create employment, sustainable and inclusive growth, economic, as well as territorial and social cohesion, are considered to provide additionality if they carry a risk corresponding to EIB special activities, as defined in Article 16 of the EIB Statute and by the credit risk policy guidelines of the EIB; underlines that EIB projects carrying a risk lower than the minimum risk under EIB special activities may also be supported by EFSI only if use of the EU guarantee is required to ensure additionality;
2017/03/02
Committee: BUDGECON
Amendment 124 #

2016/2064(INI)

Motion for a resolution
Paragraph 10
10. Considers that the criteria according to which projects are assessed are unclear and lack transparency; requests further information from the EFSI governing bodies on the evaluations carried out on all projects approved under EFSI accordingly, in particular as regards their additionality and contribution to growth and job creation as defined in the Regulation; stresses the importance of ensuring that EFSI projects comply with the principles of the European Convention on Human Rights and ILO standards;
2017/03/02
Committee: BUDGECON
Amendment 189 #

2016/2064(INI)

Motion for a resolution
Paragraph 16
16. Emphasises that EFSI is a demand- driven instrument, which should, however, be guided by the political objectives set out in the regulation and defined by the Steering Board; calls for more outreach and provision of information to sectors which have an unmet demand for investment but have not been able to make full use of EFSI;
2017/03/02
Committee: BUDGECON
Amendment 199 #

2016/2064(INI)

Motion for a resolution
Paragraph 17
17. Welcomes that all sectors defined 17. in the EFSI Regulation have been covered by EFSI financing; points out, however, that certain sectors are under-represented; notes that this might be due to a variety of reasons, for example the fact that some sectors might lack awareness of EFSI and might have more limited technical knowledge when it comes to applying for such instruments, or the fact that certain sectors already offered better investment opportunities in terms of shovel-ready, bankable projects when EFSI started up; invites the EIB against this backdrop to discuss how to improve sectorial diversification, linking it to the goals set out in the Regulation as well as the issue of whether EFSI support should be extended to other sectors;
2017/03/02
Committee: BUDGECON
Amendment 300 #

2016/2064(INI)

Motion for a resolution
Paragraph 31
31. Is pleased that the EIAH has been up and running since September 2015, moving through a quick implementation phase; acknowledges that, due to the limited period of its existence and a shortage of staff at the initial stage, not all EIAH services have been fully developed and that activity has predominantly focused on providing support for project development and structuring, policy advice, and project screening; is of the opinion that it is important that the EIAH is able to provide targeted advice and information to a variety of stakeholders from different sectors in order to ensure better support to sectors with investment needs which are currently unmet and which do not use EFSI to the fullest extent possible;
2017/03/02
Committee: BUDGECON
Amendment 22 #

2016/2056(INI)

Motion for a resolution
Recital B
B. whereas the further development of the retail financial services market at EU level would not only facilitate important and fruitful cross-border activity, but would also open up greater scope for healthy competition at national level; whereas the Green Paper of the European Commission mainly focuses on financial services for citizens who are looking for cross-border services; whereas it is important that new proposals benefit EU consumers across the entire internal market to ensure that the retail financial services market works for everyone;
2016/06/29
Committee: ECON
Amendment 25 #

2016/2056(INI)

Motion for a resolution
Recital C
C. whereas - according to the consultation of the European Commission on the Green Paper on Retail Financial Service - the reasons for the low demand of consumers for retail financial services include language barriers, lack of trust due to distance selling, lack of knowledge about products available in other Member States, difficulty in accessing to information, lack of knowledge and trust in consumer redress mechanisms in other Member States, and lack of confidence in secure online payments and data protection; whereas the rapid transformation brought about by digitisation and fintech innovation not only creates new and often better financial products for consumers, but also involves key challenges in terms of security, data protection, consumer protection and taxation; whereas while many services are moving online it is important to ensure that no one is left behind and that access should also be provided through non- digital channels where necessary;
2016/06/29
Committee: ECON
Amendment 75 #

2016/2056(INI)

Motion for a resolution
Paragraph 4
4. Emphasises, in particular because of low levels of consumer trust and satisfaction, that the Green Paper initiative can succeed only if it has a strong focus on creating an EU market in which well- protected consumers have access to transparent, straightforward and good- value-for-money products; acknowledges the positive value of providing customers with simple, safe and standardized products; calls on the European Commission to introduce a simple and safe financial products framework, building on the success of Directive 2014/92 on basic bank accounts;
2016/06/29
Committee: ECON
Amendment 87 #

2016/2056(INI)

Motion for a resolution
Paragraph 5
5. Recalls that all initiatives based on the Green Paper should be compatible with stepping up the fight against tax fraud and tax evasion; warns that a lack of cooperation between Member States on tax matters, including on the tax treatment of financial services and on the classification and treatment of tax havens, leads to a lack of a level playing field and a distortion of competition within the single market;
2016/06/29
Committee: ECON
Amendment 98 #

2016/2056(INI)

Motion for a resolution
Paragraph 6
6. Notes the increasing complexity of retail financial products; insists on the need to develop initiatives and instruments that allow consumers to identify safe and simple products within the range of products available to them; supports initiatives such as the Key Investment Information Document for undertakings for collective investments in transferrable securities (UCITS) and the Key Information Document for packaged retail and insurance-based investment products (PRIIPs); acknowledges the good and rigorously tested disclosure requirements of the Key Information Documents (KIDs) in PRIIPs and calls for the disclosure requirements of other financial products to be aligned with that;
2016/06/29
Committee: ECON
Amendment 152 #

2016/2056(INI)

Motion for a resolution
Paragraph 9
9. Notes that frontline employees at financial institutions have a crucial role to play in opening up retail services to all strands of society and to consumers all over Europe; points out that such employees should, in principle, be given the training and time necessary to be able to serve their customers accurately, and should not be made subject to sales targets or inducements that could bias or distort their advice; notes that sales-target driven remuneration of staff and intermediaries can often lead to mis-selling and cross- selling;
2016/06/29
Committee: ECON
Amendment 171 #

2016/2056(INI)

Motion for a resolution
Paragraph 11 a (new)
11a. Calls on the Commission to address the issue of mis-selling of financial products and services; in particular calls on the Commission to monitor closely the implementation of new rules under MiFID II, which ban commissions for independent financial advisers and restrict their use for non- independent advisers, and on the basis of that monitoring to consider whether those restrictions might need to be tightened, or a full ban of all inducements introduced;
2016/06/29
Committee: ECON
Amendment 178 #

2016/2056(INI)

Motion for a resolution
Paragraph 12
12. Emphasises that the enforcement of EU and national financial and consumer legislation needs to be strengthened and that a single market in retail financial services needs high levels of consumer protection legislation and consistent and rigorous enforcement of this across member states; stresses that the European Supervisory Authorities should step up their activities on consumer issues and that the agencies responsible in a number of Member States should start to work more actively and competently in this field; stresses the importance of national competent authorities in charge of consumer protection having enough funding and staff to carry out their mandate effectively and asks the Commission to ensure this; emphasizes that alternative dispute resolution mechanisms should be independently funded and have independent management structures;
2016/06/29
Committee: ECON
Amendment 188 #

2016/2056(INI)

Motion for a resolution
Paragraph 12 a (new)
12a. Calls on the Commission to introduce a framework for the introduction of simple and safe financial products and an obligation for financial service providers to perform product suitability checks before selling a product;
2016/06/29
Committee: ECON
Amendment 216 #

2016/2056(INI)

Motion for a resolution
Paragraph 16
16. Asks the Commission to investigate further the confusing and sometimes misleading practices with which consumers are faced when making card payments and ATM withdrawals involving currency conversion, and to present a coherent solution that would make it possible, including in practice, for the consumer to understand and control the situation fully; calls on the Commission to investigate if dynamic currency conversion practices (DCC) have negative consequences for the consumer without bringing any benefits and to consider banning DCC if that proves to be the case;
2016/06/29
Committee: ECON
Amendment 271 #

2016/2056(INI)

Motion for a resolution
Paragraph 20 a (new)
20a. Calls on the Commission to analyse what data is necessary for lenders to assess the creditworthiness of their customers and, based on this analysis, to introduce proposals for regulating this assessment process; calls on the Commission to investigate further the current practices of credit bureaux' in relation to the collection, processing and marketing of consumer data to ensure that they are adequate and not detrimental to consumers rights'; calls on the Commission to consider taking action in this area if necessary;
2016/06/29
Committee: ECON
Amendment 1 #

2016/2038(INI)

Motion for a resolution
Citation 9
– having regard to the ECOFIN conclusions on corporate tax avoidance/anti-avoidance rules of 25 May 2016, on corporate tax avoidance of 8 March 2016, on corporate taxation, base erosion and profit shifting of 8 December 2015, and on taxation policy of 1 December 1997, as well as the note of the informal ECOFIN discussion of the Panama Papers on 22 April 2016,
2016/06/02
Committee: TAX2
Amendment 39 #

2016/2038(INI)

Motion for a resolution
Recital C
C. whereas small and medium-sized enterprises (SMEs) are the primary job creators in Europe, having created around 85 % of all new jobs in Europe21 during the last five years; whereas the Commission has stated that SMEs pay on average 30 % more in tax than multinational enterprises (MNEs); whereas this seriously distorts competition, running counter to the principles of the single market, leadsing to loss of jobs in the Union and hindersing sustainable growth; __________________ 21 http://ec.europa.eu/growth/smes/, European Commission, 10 May 2016.
2016/06/02
Committee: TAX2
Amendment 48 #

2016/2038(INI)

Motion for a resolution
Recital D a (new)
Da. whereas 60% of all world trade is intragroup, and therefore subject to transfer pricing methodologies; whereas 70% of all profit shifting is done through transfer pricing;
2016/06/02
Committee: TAX2
Amendment 95 #

2016/2038(INI)

Motion for a resolution
Recital K
K. whereas some Member States have prepared their own lists of uncooperative jurisdictions; whereas there are big differences between these lists as to how uncooperative jurisdictions or tax havens are defined or assessed; whereas the OECD’s list of uncooperative jurisdictions has not proved effective; whereas a common Union-wide list of uncooperative jurisdictions - based on comprehensive, transparent, robust, objectively verifiable and commonly accepted criteria - is still lacking;
2016/06/02
Committee: TAX2
Amendment 111 #

2016/2038(INI)

Motion for a resolution
Recital N
N. whereas the biggest European banks are already subject to public country-by-country reporting requirements; whereas a study prepared by PricewaterhouseCoopers for the Commission in 2014 found that such requirements had a positive impact on the transparency and accountability of, and public confidence in, the financial services sector in the EU; whereas that same study found that public country-by- country reporting requirements had no noticeable negative economic consequences for financial institutions, nor any negative impact on competitiveness, investment and credit availability or the stability of the financial system; whereas none of the financial institutions which appeared in front of the Special Committee raised any significant objection with regard to the disclosure requirements; whereas some of them clearly said they were in favour of this requirement and would support it becoming a global standard;
2016/06/02
Committee: TAX2
Amendment 154 #

2016/2038(INI)

Motion for a resolution
Recital AC
AC. whereas the implications for the Union have been analysed and assessed in particular by Parliament’s Special Committee on tax rulings and other measures similar in nature (TAXE 1), whose work resulted in a resolution being adopted with overwhelming majority on 25 November 2015; whereas the Parliament's resolution of 16 December 2015 was adopted with a similarly overwhelming majority; whereas the Commission issued a joint reply to the resolutions of 16 December 2015 and 25 November 2015;
2016/06/02
Committee: TAX2
Amendment 166 #

2016/2038(INI)

Motion for a resolution
Paragraph 1
1. Reiterates the conclusions of its resolution of 25 November 2015 and of its resolution of 16 December 2015;
2016/06/02
Committee: TAX2
Amendment 178 #

2016/2038(INI)

Motion for a resolution
Paragraph 2
2. Welcomes the Anti-tax Avoidance Package (ATAP) published by the Commission on 28 January 2016, as well as all legislative proposals and communications already undertaken afterwards; calls on the Council to reach a unanimous position on the ATAP and keep the Anti-Tax Avoidance Directive as one single directive, ambitious in scope and going beyond the minimum recommendations of the OECD where possible; welcomes the initiative to create a common Union list of uncooperative jurisdictions in the External Strategy for Effective Taxation;
2016/06/02
Committee: TAX2
Amendment 203 #

2016/2038(INI)

Motion for a resolution
Paragraph 4
4. Welcomes the Commission’s adoption on 12 April 2016 of a proposal for a directive amending Directive 2013/34/EU as regards disclosure by companies, their subsidiaries and branches, of information relating to income tax and to increased transparency in company tax; regrets, however, that the proposed scope, criteria and thresholds are not in line with the previous positions adopted by Parliament and would therefore not deliver the objectives of those positions;
2016/06/02
Committee: TAX2
Amendment 210 #

2016/2038(INI)

Motion for a resolution
Paragraph 5
5. Welcomes the agreement in Council on 8 December 2015 on automatic exchange of information on tax rulings; regrets however that the Council did not take on board the recommendations made by the Parliament in its report of 20 October 2015 on the Commission's original proposal for such a measure; stresses that the Commission should have full access to the new Union database of tax rulings; insists on the need for a comprehensive and efficient database of all rulings having potential cross-border effect;
2016/06/02
Committee: TAX2
Amendment 224 #

2016/2038(INI)

Motion for a resolution
Paragraph 8
8. Insists that concrete legislative action needs to be taken on transfer pricing, since 70 % of profit shifting is done through transfer pricing;
2016/06/02
Committee: TAX2
Amendment 271 #

2016/2038(INI)

Motion for a resolution
Paragraph 13
13. Calls on the Commission to come up as soon as possible with a common Union list of uncooperative jurisdictions (i.e. a ‘blacklist of tax havens’), based on sound and objective criteriausing criteria based on comprehensive, transparent, robust, objectively verifiable and commonly accepted indicators, including full implementation of OECD recommendations, BEPS actions and Automatic Exchange of Information standards, and welcomes the Commission’s intention to reach an agreement on such a list within the next six months; calls on the Member States to endorse that agreement by the end of 2016;
2016/06/02
Committee: TAX2
Amendment 357 #

2016/2038(INI)

Motion for a resolution
Paragraph 24
24. Stresses the importance of clear separation between tax advising services and auditing services within accountancy firms; asks the Commission to study the possibility of revising the Accounting Directive and Regulation to this effect; calls on the Commission, should separation of such services within the same firm prove to be inadequate, to bring forward a proposal for mandatory separation of such services into separate firms;
2016/06/02
Committee: TAX2
Amendment 389 #

2016/2038(INI)

Motion for a resolution
Paragraph 29
29. Observes that the Commission is limiting its action to monitoring developments in different areas of Union competences, without planning to take any concrete steps to tackle the issue; notes that this lack of ambition could endanger the publication of new revelations, thereby potentially leading to European tax authorities losing legitimate tax revenue; regrets that the Commission has not provided a satisfactory response to the demands contained in paragraphs 144 and 145 of Parliament’s resolution of 25 November 2015, nor to recommendation A7 of Parliament's resolution of 16 December 2015;
2016/06/02
Committee: TAX2
Amendment 494 #

2016/2038(INI)

Motion for a resolution
Paragraph 44
44. Calls for the establishment of a publicly accessible Union register of beneficial ownership, covering both companies and trusts, which would form the basis of a global initiative in this regard; stresses the vital role of institutions such as the OECD and the UN in this connection;
2016/06/02
Committee: TAX2
Amendment 99 #

2016/2033(INI)

Motion for a resolution
Paragraph 12 a (new)
12a. Notes that the current VAT system, with its three tier approach of a minimum rate, a list of reduced rates and a list of zero rates, offers the worst of all worlds: a system which is complicated for businesses and consumers to navigate, but at the same time one which leaves Member States with no flexibility to adapt to the specificities of their national markets;
2016/06/02
Committee: ECON
Amendment 102 #

2016/2033(INI)

Motion for a resolution
Paragraph 12 b (new)
12b. Calls therefore on the European Commission to pursue Option 2 ('Abolition of the list') as set out in its action plan on VAT, which would maintain the principle of the overall 15% standard rate while giving Member States the flexibility to manage national markets and to offer a 0% VAT rate on items such as sanitary products and renewable energy products;
2016/06/02
Committee: ECON
Amendment 104 #

2016/2033(INI)

Motion for a resolution
Paragraph 12 c (new)
12c. Points out that the Commission makes clear that under Option 2 Member States would remain constrained by EU legislation, such as single market or competition rules, and the EU's economic governance framework; highlights moreover that the Commission's proposal states that Option 2 would require safeguards to be put in place to avoid unfair tax competition within the single market, while also guaranteeing legal certainty and reducing compliance costs; notes in addition that the Commission proposal ensures that the freedom to set VAT rates would thus be accompanied by a number of basic rules framing the cases in which reduced rates may be applied;
2016/06/02
Committee: ECON
Amendment 105 #

2016/2033(INI)

Motion for a resolution
Paragraph 13
13. Notes that the current plethora of VAT rates causes great uncertainty for companies involved in cross-border trading;deleted
2016/06/02
Committee: ECON
Amendment 115 #

2016/2033(INI)

Motion for a resolution
Paragraph 14
14. Notes that the current system of reduced VAT rates is inefficient in terms of social policy and redistribution, as is confirmed by the Court of Auditors in its most recent report;deleted
2016/06/02
Committee: ECON
Amendment 120 #

2016/2033(INI)

Motion for a resolution
Paragraph 15
15. Takes the view that the complete abolition of minimum tax rates as an alternative, as advocated by the Commission, might cause considerable distortions of competition and problems in the single market and can only be sanctioned if the reverse charge procedure is introduced for all levels and types of VAT and not only for individual sectors which are particularly susceptible to fraud;deleted
2016/06/02
Committee: ECON
Amendment 133 #

2016/2033(INI)

Motion for a resolution
Paragraph 16
16. Calls instead for a single list of reduced goods and services to be compiled which would allow far fewer exemptions than is currently the case;deleted
2016/06/02
Committee: ECON
Amendment 144 #

2016/2033(INI)

Motion for a resolution
Paragraph 17
17. Takes the view that the present complicated system could be considerably simplified if the goods and services eligible for reduced tax rates were determined jointly at EU level;deleted
2016/06/02
Committee: ECON
Amendment 194 #

2016/2033(INI)

Motion for a resolution
Paragraph 22
22. Takes the view that national tax administrations must take greater responsibility for ensuring tax compliance and reducing opportunities for evasion in the reverse charge procedure and in the general implementation of the country-of- destination principle; notes that in order to do so they must be properly resourced;
2016/06/02
Committee: ECON
Amendment 199 #

2016/2033(INI)

Motion for a resolution
Paragraph 23
23. Notes that a 'one-stop shop' is essential if the country-of-destination principle is to be imposed and made less prone to fraud; notes that evidence from the e-commerce sector shows that even with the Mini One Stop Shop, small and micro-businesses can face a significant administrative burden under the new destination principle; welcomes therefore the proposal within the Commission's action plan on VAT to introduce a common EU-wide simplification measure (VAT threshold) to help small start-up e- commerce businesses, and calls on the Commission to introduce such a threshold as soon as possible; calls for a clear definition of which Member State is responsible for tax inspection in the case of cross-border transactions;
2016/06/02
Committee: ECON
Amendment 10 #

2016/2032(INI)

Motion for a resolution
Recital A
A. whereas SMEs and mid-caps play an important role for the European economy in terms of employment and growth;
2016/04/06
Committee: ECON
Amendment 24 #

2016/2032(INI)

Motion for a resolution
Recital B a (new)
Ba. whereas 77% of outstanding SME funding in Europe is provided for by banks; __________________ 2bECB survey on the Access to Finance of Enterprises in the euro area – April to September 2015
2016/04/06
Committee: ECON
Amendment 35 #

2016/2032(INI)

Motion for a resolution
Paragraph 1
1. Acknowledges the diversity of SMEs and mid-caps in the Member States, which is reflected in their business models, size, stages of development, financial structure and legal form; regrets the lack of harmonisation in national SMEs-creation legislation;
2016/04/06
Committee: ECON
Amendment 49 #

2016/2032(INI)

Motion for a resolution
Paragraph 2 a (new)
2a. Notes that the low proportion of women running SMEs is partly due to a more difficult access to finance; regrets that the European Progress Microfinance Facility whose objective is to promote equal opportunities for women and men, had a 60:40 male-to-female ratio for microloans in 2013; calls therefore on the Commission to make sure that its programmes aiming at facilitating access to finance for SMEs do not disfavour women entrepreneurs;
2016/04/06
Committee: ECON
Amendment 50 #

2016/2032(INI)

Motion for a resolution
Paragraph 2 b (new)
2b. Calls on the Commission to assess discrimination faced by SMEs run by other vulnerable groups of society;
2016/04/06
Committee: ECON
Amendment 62 #

2016/2032(INI)

Motion for a resolution
Paragraph 5
5. Encourages SMEs to consider the whole EU as their home market and to use the potential of the single market for their financing needsNotes that the Capital Markets Union represents an opportunity for filling both the regulatory gaps in the current framework and for harmonising cross- border regulation; welcomes the Commission’s initiatives supporting SMEs and start-ups in an upgraded Single Market; underlines, in this context, the importance of the implementation of the Small Business Act; calls on the Commission for a follow-up to the Small Business Act;
2016/04/06
Committee: ECON
Amendment 73 #

2016/2032(INI)

Motion for a resolution
Paragraph 6
6. Notes that start-ups in particular find it difficult to obtain appropriate funding and to identify and meet regulatory financial requirements, especially at development stage; encourages therefore Member States in their efforts to create one-stop shops as hubs for all regulatory requirements for entrepreneurs; welcomes the Commission’s plan to launch a European Pact for starts- ups to address these issues;
2016/04/06
Committee: ECON
Amendment 93 #

2016/2032(INI)

Motion for a resolution
Paragraph 8
8. Acknowledges that bank lending is traditionallyhus far the most important external financing source for SMEs; underlines the important role of banks with specific regional and local knowledge and their long-term relationship with SME in Europe; stresses that, where there are well developed local banks, they have proven effective in lending to SMEs and avoiding losses; underlines therefore the importance of developing local banks;
2016/04/06
Committee: ECON
Amendment 111 #

2016/2032(INI)

Motion for a resolution
Paragraph 9 a (new)
9a. Encourages the Commission to assess and introduce "funding for lending" programmes that would make ECB money available to banks with the sole purpose of lending to SMEs;
2016/04/06
Committee: ECON
Amendment 117 #

2016/2032(INI)

Motion for a resolution
Paragraph 10 a (new)
10a. Notes that a diversification of credit sources would lead to greater stability of the financial sector;
2016/04/06
Committee: ECON
Amendment 118 #

2016/2032(INI)

Motion for a resolution
Paragraph 11
11. ICalls concerned about multiple regulatory requirements for banks and possible negative effects on lending to SMEs; calls on the Commission to assess these effects on the Commission to assess the effects of regulatory requirements for banks with regards to SME lending, with the support of the EBA and SSM;
2016/04/06
Committee: ECON
Amendment 127 #

2016/2032(INI)

Motion for a resolution
Paragraph 12
12. Emphasises the importance ofCalls on the Commission to assess the SME Supporting Factor for maintaining and increasing bank lending to SMEs; calls on the Commission to examine the appropriate calibration of the factor, including size, threshold and possible interactions with other regulatory requirements; is concerned about the possible negative impact of its removal; calls on the Commission to explore the possibility of making this factor permanent should the findings indicate its usefulness;
2016/04/06
Committee: ECON
Amendment 134 #

2016/2032(INI)

Motion for a resolution
Paragraph 13
13. Reminds banks that lending and risk- taking is part of their core business; sStresses that risk assessment and the evaluation of qualitative information is one of their banks' major strengths, in particular for complex SME lending; underlines the confidential nature of credit information that banks receive when assessing the creditworthiness of SMEs;
2016/04/06
Committee: ECON
Amendment 146 #

2016/2032(INI)

Motion for a resolution
Paragraph 16 a (new)
16a. Calls on the Commission to develop public sector backed investments and government scheme loans to SMEs;
2016/04/06
Committee: ECON
Amendment 147 #

2016/2032(INI)

Motion for a resolution
Paragraph 17
17. Recalls that credit institutions must, upon request, provide SMEs with an explanation of their rating decisions; calls onencourages the Commission to assess the implementation of this provisionstrengthen the provisions outlined in Article 431 (4) of the CRR and to make giving feedback to SMEs applying for loans mandatory;
2016/04/06
Committee: ECON
Amendment 165 #

2016/2032(INI)

Motion for a resolution
Paragraph 19
19. Calls on the Member States to foster a risk-taking and capital market culture; reiterates that financial education for SMEs is key to increasing the use and acceptance of capital market solutions, allowing for a better assessment of costs, benefits and the associated risks; calls on the Member States to enhance the financial literacy of SMEs and their access to information via the creation of regional one-stop-shops;
2016/04/06
Committee: ECON
Amendment 203 #

2016/2032(INI)

Motion for a resolution
Paragraph 24
24. Highlights the need to foster innovation through lending platforms; encourages banks to regard the use of such innovative technologies as an opportunity; stresses that alternative funding sources like crowdfunding or peer-to-peer lending offer solutions for start-ups and innovative SMEs in particular; welcomes the Commission’s assessment of the existing framework for crowdfunding; calls on the Commission to explore the need for, and potential of, a harmonised EU framework for alternative funding sources;
2016/04/06
Committee: ECON
Amendment 215 #

2016/2032(INI)

Motion for a resolution
Paragraph 24 a (new)
24a. Calls on the Commission to encourage safe lending to companies by private individuals through peer-to-peer lending or retail bonds;
2016/04/06
Committee: ECON
Amendment 216 #

2016/2032(INI)

Motion for a resolution
Paragraph 24 b (new)
24b. Calls on the Commission to encourage new platforms for private equity financing such as mezzanine finance, public sector backed equity funds, business angels and fundraising; welcomes the Commission's assessment of the existing framework for crowdfunding and calls for a regulatory initiative to harmonise the European framework for crowdfunding and facilitate cross-border investment;
2016/04/06
Committee: ECON
Amendment 217 #

2016/2032(INI)

Motion for a resolution
Paragraph 24 c (new)
24c. Emphasises the role that Member States could play to achieve innovation- led, sustainable and inclusive growth through mission-oriented agencies at European level;
2016/04/06
Committee: ECON
Amendment 86 #

2016/2019(BUD)

Motion for a resolution
Paragraph 24 a (new)
24a. Considers that the structural and organisational reforms aimed at achieving greater efficiency, environmental sustainability, and effectiveness should continue through the thorough examination of possible synergies and savings; recalls the substantial savings that could be made by having only one place of work instead of three (Brussels, Strasbourg, Luxembourg); underlines that this process should be lead without endangering Parliament's legislative excellence, its budgetary powers and powers of scrutiny, or the quality of working conditions for Members, assistants, and staff;
2016/03/15
Committee: BUDG
Amendment 32 #

2016/0339(CNS)

Draft legislative resolution
Citation 5 a (new)
– having regard to its resolution of 25 November 2015 on tax rulings and other measures similar in nature or effect1a, _______________ 1a Texts adopted, P8_TA(2015)0408.
2017/03/08
Committee: ECON
Amendment 33 #

2016/0339(CNS)

Draft legislative resolution
Citation 5 b (new)
– having regard to its resolution of 16 December 2015 with recommendations to the Commission on bringing transparency, coordination and convergence to corporate tax policies in the Union1a, _______________ 1a Texts adopted, P8_TA(2015)0457.
2017/03/08
Committee: ECON
Amendment 34 #

2016/0339(CNS)

Draft legislative resolution
Citation 5 c (new)
– having regard to its resolution of 6 July 2016 on tax rulings and other measures similar in nature or effect1a, _______________ 1a Texts adopted, P8_TA(2015)0310.
2017/03/08
Committee: ECON
Amendment 35 #

2016/0339(CNS)

Draft legislative resolution
Citation 5 d (new)
– having regard to the Commission’s decision of 30 August 2016 on State aid SA.38373 (2014/C) (ex 2014/NN) (ex 2014/CP) implemented by Ireland to Apple, and to the Commission’s open investigations into Luxembourg’s alleged aid to McDonald’s and Amazon,
2017/03/08
Committee: ECON
Amendment 36 #

2016/0339(CNS)

Draft legislative resolution
Citation 5 e (new)
– having regard to the ongoing work of its Committee of Inquiry to investigate alleged contraventions and maladministration in the application of Union law in relation to money laundering, tax avoidance and tax evasion,
2017/03/08
Committee: ECON
Amendment 48 #

2016/0339(CNS)

Proposal for a directive
Recital 7
(7) In order to provide for a comprehensive framework that is consistent with toand no less effective than the OECD BEPS report on hybrid mismatch arrangements it is essential that Directive (EU) 2016/1164 would also include rules on hybrid transfers, and imported mismatches and dual resident mismatchaddresses the full range of double deduction outcomes, in order to prevent taxpayers from exploiting remaining loopholes.
2017/03/08
Committee: ECON
Amendment 53 #

2016/0339(CNS)

Proposal for a directive
Recital 9
(9) Rules on hybrid mismatches should address mismatch situations which are the resultsult from double deductions, conflicts in the legal characterisation of financial instruments, payments and entities, ofr conflicts ing tax rules of two (or more) jurisdictionshe allocation of payments. As hybrid mismatches could lead to a double deduction or to a deduction without inclusion, it is necessary to lay down rules whereby the Member State concerned either denies the deduction of a payment, expenses or losses or requires the taxpayer to include the payment in its taxable income. However, those rules should not affect the general features of the tax system of a jurisdiction.
2017/03/08
Committee: ECON
Amendment 36 #

2016/0338(CNS)

Proposal for a directive
Recital 1
(1) Businesses must pay their fair share of tax where they make their profits, but double taxation and double non- taxation must be avoided. Situations, in which different Member States tax the same income or capital twice can create serious tax obstacles for businesses operating cross border. They create an excessive tax burden for businesses and are one of the big obstacles to the internal market as they are likely to cause economic distortions and inefficiencies, as well as to have a negative impact on cross border investment and growth.
2017/03/30
Committee: ECON
Amendment 41 #

2016/0338(CNS)

Proposal for a directive
Recital 1 a (new)
(1 a) On 16 December 2015, the European Parliament adopted a resolution on bringing transparency, coordination and convergence to corporate tax policies in the Union, where it called on the Commission to propose legislation to improve cross-border taxation disputes in the Union, focussing not only on cases of double taxation but also double non-taxation. It also called for clearer rules, more stringent timelines and transparency.
2017/03/30
Committee: ECON
Amendment 45 #

2016/0338(CNS)

Proposal for a directive
Recital 2
(2) Current dispute resolution procedures are too long, costly and often do not result in an agreement, with some cases receiving no acknowledgement at all. Some businesses currently accept double taxation rather than spending money and time on burdensome procedures to eliminate double taxation. For this reason, it is necessary that mechanisms available in the Union ensure the enforceable resolution of double taxation disputes and the effective and timely elimination of the double taxation at stake, with regular and effective communication to the taxpayer.
2017/03/30
Committee: ECON
Amendment 47 #

2016/0338(CNS)

Proposal for a directive
Recital 2
(2) For this reason, it is necessary that mechanisms available in the Union ensure thean efficient and timely resolution of double taxation disputes and the effective elimination of the double taxation at staketo avoid overly long and costly dispute resolution procedures, which often do not result in agreement.
2017/03/30
Committee: ECON
Amendment 54 #

2016/0338(CNS)

Proposal for a directive
Recital 3 a (new)
(3 a) In order to shape a fair, clear and stable tax environment and to reduce taxation disputes within the internal market, at least some minimum convergence in corporate tax policies is required, including a common consolidated corporate tax base (CCCTB).
2017/03/30
Committee: ECON
Amendment 66 #

2016/0338(CNS)

Proposal for a directive
Recital 5 a (new)
(5 a) The Union has the potential to become a model and a global leader in tax transparency and coordination. The double taxation dispute resolution mechanisms should therefore also create a harmonised and transparent framework for solving double taxation issues and as such provide benefits to all taxpayers. All final decisions should be published in their entirety and be made available by the Commission in a common data format also on a centrally managed webpage.
2017/03/30
Committee: ECON
Amendment 81 #

2016/0338(CNS)

Proposal for a directive
Recital 11
(11) The Commission should review the application of this Directive after a period of five years and Member States should provide the Commission with appropriate input to support this review, including a determination of whether the Directive should continue to be applied or amended. Member States should provide the Commission with appropriate input to support this review. At the end of its review, the Commission should present a report to the European Parliament and the Council, including an assessment on extension of the scope of this Directive to cover all cross-border double taxation situations and double non-taxation, and if appropriate, an amending legislative proposal,
2017/03/30
Committee: ECON
Amendment 88 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 1
1. Any taxpayer subject to double taxation shall be entitled to submit a complaint requesting the resolution of the double taxation to each of the competent authorities of the Member States concerned within three years from the receipt of the first notification of the action resulting in double taxation, whether or not it uses the remedies available in the national law of any of the Member States concerned. The taxpayer shall indicate in its complaint to each respective competent authority which other Member States are concerned. The Commission shall host a central contact point in all languages of the Union, which is easily accessible to the public with the following updated information:
2017/03/30
Committee: ECON
Amendment 90 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 1 – point a (new)
(a) contact information for each competent authority;
2017/03/30
Committee: ECON
Amendment 91 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 1 – point b (new)
(b) full overview of applicable Union legislation and tax treaties;
2017/03/30
Committee: ECON
Amendment 92 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 2
2. The competent authorities shall acknowledge receipt of the complaint within one month from the receipt of the complaint. They shall also inform the competent authorities of the other Member States concerned on the receipt of the complaint within two weeks from the receipt of the complaint.
2017/03/30
Committee: ECON
Amendment 100 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 3 – point a
(a) name, address, tax identification number and other information necessary for identification of the taxpayer(s) who presented the complaint to the competent authorities and of any other taxpayer directly affected to the best of the complainant's knowledge;
2017/03/30
Committee: ECON
Amendment 101 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 3 – point d
(d) applicable national rules and double taxation treaties;deleted
2017/03/30
Committee: ECON
Amendment 102 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 3 – point e – point iii
(iii) a commitment by the taxpayer to respond as completely and quickly as possible to all appropriate requests made by a competent authority and provide any documentation at the request of the competent authorities with due consideration by the competent authorites for contraints of access to requested documents and external time delays;
2017/03/30
Committee: ECON
Amendment 103 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 3 – point f
(f) any specific additional information requested by the competent authorities relevant to the taxation dispute.
2017/03/30
Committee: ECON
Amendment 106 #

2016/0338(CNS)

Proposal for a directive
Article 3 – paragraph 5
5. The competent authorities of the Member States concerned shall take a decision on the acceptance and admissibility of the complaint of a taxpayer within sixthree months of the receipt thereof. The competent authorities shall inform the taxpayers and the competent authorities of the other Member States of their decision within two weeks.
2017/03/30
Committee: ECON
Amendment 110 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 1 – subparagraph 1
Where the competent authorities of the Member States concerned decide to accept the complaint according to Article 3(5), they shall endeavour to eliminate the double taxation by mutual agreement procedure within two years starting from12 months of the last notification of one of the Member States' decision on the acceptance of the complaint.
2017/03/30
Committee: ECON
Amendment 113 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 1 – subparagraph 2
The period of two year12 months referred to in the first subparagraph may be extended by up to sixthree months at the request of a competent authority of a Member State concerned, if the requesting competent authority provides justification it in writing. That extension shall be subject to the acceptance by taxpayers and the other competent authorities.
2017/03/30
Committee: ECON
Amendment 116 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 2 – point b
(b) the tax chargeable on this income in one Member State is reduced by an amount equal to the tax chargeable on it in any other Member State concerned.; and
2017/03/30
Committee: ECON
Amendment 117 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 2 – point b a (new)
(b a) any overpaid tax is reimbursed to the taxpayer;
2017/03/30
Committee: ECON
Amendment 119 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 3
3. Once the competent authorities of the Member States have reached an agreement to eliminate the double taxation within the period provided for in paragraph 1, each competent authority of the Member States concerned shall transmit this agreement to the taxpayer immediately, as a decision which is binding on the authority and enforceable by the taxpayer, subject to the taxpayer renouncing the right to any domestic remedy. That decision shall be implemented irrespective of any time limits prescribed by the national law of the Member States concerned.
2017/03/30
Committee: ECON
Amendment 120 #

2016/0338(CNS)

Proposal for a directive
Article 4 – paragraph 4
4. Where the competent authorities of the Member States concerned have not reached an agreement to eliminate the double taxation within the period provided for in paragraph 1, each competent authority of the Member States concerned shall inform the taxpayers within two weeks indicating the reasons for the failure to reach agreement and informing the taxpayer of their options for appeal, with relevant contact information for the appeal bodies.
2017/03/30
Committee: ECON
Amendment 123 #

2016/0338(CNS)

Proposal for a directive
Article 5 – paragraph 2
2. Where the competent authorities of the Member States concerned have not taken a decision on the complaint within sixthree months following receipt of a complaint by a taxpayer, the complaint shall be deemed to be rejected and the taxpayer shall be notified within one month of that decision.
2017/03/30
Committee: ECON
Amendment 126 #

2016/0338(CNS)

Proposal for a directive
Article 5 – paragraph 3
3. In case of rejection of the complaint, the taxpayer shall be entitled to appeal against the decision of the competent authorities of the Member States concerned in accordance with national rules. The taxpayer is entitled to make the complaint to either competent authority. The competent authority to whom the appeal is made shall inform the other competent authority of the existence of the appeal and the two competent authorities shall coordinate when processing the appeal. In the case of SMEs, the financial burden shall be borne by the initially rejecting competent authority when the appeal case is successful .
2017/03/30
Committee: ECON
Amendment 130 #

2016/0338(CNS)

Proposal for a directive
Article 6 – paragraph 2 – subparagraph 1
The Advisory Commission shall adopt a decision on the admissibility and acceptance of the complaint within sixthree months from the date of notification of the last decision rejecting the complaint under Article 5(1) by the competent authorities of the Member States concerned. By default of any decision notified in the sixthree month period, the complaint is deemed to be rejected and the taxpayer shall be notified within two weeks of that decision.
2017/03/30
Committee: ECON
Amendment 132 #

2016/0338(CNS)

Proposal for a directive
Article 6 – paragraph 2 – subparagraph 2
Where the Advisory Commission confirms the existence of double taxation and the admissibility of the complaint, the mutual agreement procedure provided for in Article 4 shall be initiated at the request of one of the competent authorities. The competent authority concerned shall notify the Advisory Commission, the other competent authorities concerned and the taxpayers of that request. The period of two year12 months provided for in Article 4(1) shall start from the date of the decision taken by the Advisory Commission on the acceptance and admissibility of the complaint.
2017/03/30
Committee: ECON
Amendment 142 #

2016/0338(CNS)

Proposal for a directive
Article 7 – paragraph 1 – subparagraph 3
If the competent authorities of all Member States concerned have failed to do so, the taxpayer may request the competent courts of each Member State to appoint the two independent persons of standing in accordance with the second and third subparagraphs. The Commission shall make contact information for the competent courts of each Member State clearly available in a central information point on its website in all official languages of the Union. The thus appointed independent persons of standing shall appoint the chair by drawing lots from the list of the independent persons who qualify as chair according to Article 8(4).
2017/03/30
Committee: ECON
Amendment 143 #

2016/0338(CNS)

Proposal for a directive
Article 7 – paragraph 3
3. The competent court shall adopt a decision according to paragraph 1 and notify it to the applicant within one month. The applicable procedure for the competent court to appoint the independent persons when the Member States fail to appoint them shall be the same as the one applicable under national rules in matters of civil and commercial arbitration when courts appoint arbitrators in cases where parties fail to agree in this respect. The competent court shall also inform the competent authorities having initially failed to set up the Advisory Commission. This Member State shall be entitled to appeal a decision of the court, provided they have the right to do so under their national law. In case of rejection, the applicant shall be entitled to appeal against the decision of the court in accordance with the national procedural rules.
2017/03/30
Committee: ECON
Amendment 163 #

2016/0338(CNS)

Proposal for a directive
Article 9 – paragraph 2
2. The Alternative Dispute Resolution Commission may differ regarding its composition and form from the Advisory Commission and apply conciliation, mediation, expertise, adjudication or any other effective and recognised dispute resolution processes or techniques to solve the dispute.
2017/03/30
Committee: ECON
Amendment 170 #

2016/0338(CNS)

Proposal for a directive
Article 10 – paragraph 2 – subparagraph 3
If the Advisory Commission is set up to deliver an opinion on the disputed rejection or admissibility of the complaint as provided for in Article 6(1), only the information referred to points (a), (d), (e) and (f) of the second subparagraph shall be set out in the Rules of Functioning.
2017/03/30
Committee: ECON
Amendment 176 #

2016/0338(CNS)

Proposal for a directive
Article 12 – paragraph 1 – point c
(c) information concerns trade, business, industrial or professional secret or trade processannot be disclosed as in accordance with Directive (EU) 2016/943 of the European Parliament and of the Council of 8 June 2016 on the protection of undisclosed know-how and business information (trade secrets) against their unlawful acquisition, use and disclosure, and Directive (EU) 2016/680 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data by competent authorities for the purposes of the prevention, investigation, detection or prosecution of criminal offences or the execution of criminal penalties, and on the free movement of such data, and repealing Council Framework Decision 2008/977/JHA, and all other applicable legislation;
2017/03/30
Committee: ECON
Amendment 178 #

2016/0338(CNS)

Proposal for a directive
Article 12 – paragraph 1 – point d
(d) the disclosure of information is contrary to public policy.deleted
2017/03/30
Committee: ECON
Amendment 189 #

2016/0338(CNS)

Proposal for a directive
Article 15 – paragraph 3 – point b
(b) two year12 months referred to in Article 4(1).
2017/03/30
Committee: ECON
Amendment 194 #

2016/0338(CNS)

Proposal for a directive
Article 16 – paragraph 2
2. The competent authorities shall publish the full and final decision referred to in Article 14, subject to consent of each of the taxpayers concerned.
2017/03/30
Committee: ECON
Amendment 196 #

2016/0338(CNS)

Proposal for a directive
Article 16 – paragraph 3 – subparagraph 1
Where a taxpayer concerned does not consent to publishing the final decision in its entirety, the competent authorities shall publish an abstract of the final decision with description of the issue and subject matter, date, tax periods involved, legal basis, industry sector, short description of the final outcome.deleted
2017/03/30
Committee: ECON
Amendment 199 #

2016/0338(CNS)

Proposal for a directive
Article 16 – paragraph 3 – subparagraph 2
The competent authorities shall send the information to be published in accordance with the first subparagraph to the taxpayers before its publication. Upon request by a taxpayer the competent authorities shall not publish information that concerns any trade, business, industrial or professional secret or trade process, or that is contrary to public policy.deleted
2017/03/30
Committee: ECON
Amendment 202 #

2016/0338(CNS)

Proposal for a directive
Article 16 – paragraph 4
4. The Commission shall establish standard forms for the communication of the information referred to in paragraphs 2 and 3 by means of implementing acts. Those implementing acts shall be adopted in accordance with the procedure referred to in Article 18(2).deleted
2017/03/30
Committee: ECON
Amendment 207 #

2016/0338(CNS)

Proposal for a directive
Article 21 a (new)
Article 21 a Review After a period of five years, the Commission shall, on the basis of public consultation and in the light of the discussions with competent authorities, carry out a review on the application and the scope of this Directive, including a determination of whether the Directive should continue to be applied or amended. The Commission shall submit a report to the European Parliament and the Council, including, if appropriate, an amending legislative proposal.
2017/03/30
Committee: ECON
Amendment 155 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a a (new)
Directive 2015/849/EU
Article 3 – point 6 – point a – point i a (new)
(aa) in point (6)(a), the following point is inserted: (ia) senior managers, nominee directors, administrators and other proxies or agents shall never be identified as beneficial owners;
2016/12/19
Committee: ECONLIBE
Amendment 164 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 2 – point a e (new)
Directive 2015/849/EU
Article 3 – point 9 – introductory part
"(ae) in point (9) introductory part is replaced by the following: "(9) '"politically exposed person'" means a natural person who is or who has been entrusted with prominent public funcfunctions in politics, economy and administrations and includes the following:" Or. en (http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=celex%3A32015L0849)
2016/12/19
Committee: ECONLIBE
Amendment 217 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 4 a (new)
Directive 2015/849/EU
Article 13 – paragraph 6 a (new)
(4a) In Article 13, the following paragraph is added: 6a. Member States shall ensure that when customer due diligence measures, as described in this Article, do not allow the identification of the beneficial owner, or where there are reasonable doubts that the person(s) identified are the beneficial owner(s), the business relationship is refused or terminated, and that no transactions are executed.
2016/12/19
Committee: ECONLIBE
Amendment 249 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 7 b (new)
Directive 2015/849/EU
Article 20 a (new)
(7b) The following Article 20a is inserted: Article 20a 1. Member States shall enact national legislation providing for the elaboration of lists of Politically Exposed Persons resident in their territory. 2. The Commission, in cooperation and gathering data submitted by Member States and international organisations, shall assemble a list of politically exposed persons resident in the EU. The list shall be accessible by competent authorities and by obliged entities. 3. The above paragraphs shall not exempt obliged entities from their customer due diligence obligations, and obliged entities shall not rely exclusively on that information as sufficient to fulfil those obligations. 4. Member States shall take all appropriate measures to prevent the trade of information for commercial purposes on politically exposed persons, or persons who are or who have been entrusted with a prominent function by an international organisation.
2016/12/19
Committee: ECONLIBE
Amendment 257 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9 – point -a (new)
Directive 2015/849/EU
Article 30 – paragraph 1 – subparagraph 2 a (new)
(-a) in paragraph 1 the following subparagraph is inserted: Member States shall ensure that owners of shares or voting rights or ownership interest in corporate and other legal entities, including through bearer shareholdings, or through control via other means, disclose to those entities whether they are holding the interest in their own name and on their own account or on behalf of another person. Member States shall ensure that the natural person(s) who hold the position of senior managing official(s) in corporate and other legal entities, disclose to those entities whether they are holding the position in their own name or on behalf of another person.
2016/12/19
Committee: ECONLIBE
Amendment 259 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9 – point -a a (new)
Directive 2015/849/EU
Article 30 – paragraph 1 – subparagraph 2 b (new)
(-aa) in paragraph 1 the following subparagraph is added: Member States shall ensure that, when acting on behalf of another person, the nominee owner(s) or director(s) in corporate and other legal entities are required to maintain information identifying their nominator.
2016/12/19
Committee: ECONLIBE
Amendment 294 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 10 – point a
Directive 2015/849/EU
Article 31 – paragraph 1– subparagraph 1
Member States shall ensure that this Article applies to trusts and other types of legal arrangements having a structure or functions similar to trusts, such as, inter alia, fiducie, Treuhand, waaf or fideicomiso, and all other similar, in terms of structure or function, existing or future legal arrangements.
2016/12/19
Committee: ECONLIBE
Amendment 317 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 10 – point d
Directive 2015/849/EU
Article 31 – paragraph 4 a – subparagraph 1
The information held in the register referred to in paragraph 3a of this Article with respect to any other trusts than those referred to in Article 7b (b) of Directive (EC) 2009/101 shall be accessible to any person or organisation that can demonstrate a legitimate interestor similar legal entities shall be public.
2016/12/19
Committee: ECONLIBE
Amendment 369 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 12 a (new)
Directive 2015/849/EU
Article 32 b (new)
(12a) the following Article 32b is inserted: Article 32b 1. Member States shall put in place automated centralised mechanisms, such as central registries or central electronic data retrieval systems, which allow the identification, in a timely manner, of any natural or legal persons holding or controlling land and buildings within their territory. Member States shall notify the Commission of the characteristics of those national mechanisms. 2. Member States shall ensure that the information held in the centralised mechanisms referred to in paragraph 1 is directly accessible, at national level, to FIUs and competent authorities. Member States shall ensure that any FIU is able to provide information held in the centralised mechanisms referred to in paragraph 1 to any other FIUs in a timely manner in accordance with Article 53. 3. The following information shall be accessible and searchable through the centralised mechanisms referred to in paragraph 1: – for the real property owner and any person purporting to act on behalf of the owner: the name, complemented by the other identification data required under the national provisions transposing Article 13(1)(a) or a unique identification number; – for the beneficial owner of the real property: the name, complemented by the other identification data required under the national provisions transposing Article 13(1)(b) or a unique identification number; – for the real property: date and cause of ownership acquisition, mortgage and rights other than ownership; – for the land: location, parcel number, land category (current state of land), parcel area (area of land); – for the building: location, parcel number, building number, type, structure, floor area. 4. Member States shall cooperate among themselves and with the Commission in order to establish by 1 January 2018 a European real property register in accordance with paragraph 1 building on the European Land Information Service (EULIS).
2016/12/19
Committee: ECONLIBE
Amendment 378 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13 b (new)
Directive 2015/849/EU
Article 38
(13b) Article 38 is replaced by the following: Member States shall ensure that individuals, including employees and representatives of the obliged entity, who report suspicions of money laundering or terrorist financing internally or to the FIU, are legally protected from being exposed to threats or hostile action, and in particular from adverse or discriminatory employment actions.
2016/12/19
Committee: ECONLIBE
Amendment 379 #

2016/0208(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13 c (new)
Directive 2015/849/EU
Article 38 – paragraph 1 a (new)
(13c) in Article 38, the following paragraph is added: 1a. Member States shall ensure that individuals who are exposed to threats, hostile actions, or adverse or discriminatory employment actions for reporting suspicions of money laundering or terrorist financing internally or to the FIU are able to present a complaint in a safe manner to the respective competent authorities. Member States shall ensure that competent authorities have the legal duty to carry out an investigation and emit a decision. Judicial redress against the decision shall always be possible.
2016/12/19
Committee: ECONLIBE
Amendment 16 #

2016/0182(COD)

Proposal for a regulation
Recital 2
(2) Since 2007, the confidence of consumers in particular and of other financial services' end-users has been shaken by the financial and economic crisis. To restore citizens' confidence in the soundness of the financial sector, it is therefore important to increase the involvement of consumers and other end- users, as well as of stakeholders representing their interests, in the Union, multilateral and other relevant decision- making processes in the financial sectorfield.
2016/12/08
Committee: ECON
Amendment 34 #

2016/0182(COD)

Proposal for a regulation
Article 1 – paragraph 1
1. A Union programme (the ‘Programme’) is hereby established for the period from 1 January 2017 to 31 December 2020 to support the activities of the organisations referred to in Article 3, who contribute to the achievement of the policy objectives of the Union in relation to enhancing the involvement of consumers and other financial services end-users, as well as stakeholders representing their interests in Union policy making and in other relevant jurisdictions which have an impact on the Union in the field of financial services.
2016/12/08
Committee: ECON
Amendment 43 #

2016/0182(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point a
(a) to further enhance the participation of consumers and other financial services end-users, as well as stakeholders representing their interests, in Union, multilateral and other relevant policy- making in the area of financial services;
2016/12/08
Committee: ECON
Amendment 36 #

2016/0107(COD)

Draft legislative resolution
Citation 9 a (new)
– having regard to the report of the Committee on Economic and Monetary Affairs on bringing transparency, coordination and convergence to corporate tax policies in the Union (A8- 0349/2015),
2017/03/21
Committee: ECONJURI
Amendment 199 #

2016/0107(COD)

Proposal for a directive
Article 1 – paragraph 1 – point
Directive 2013/34/EU
Chapter 10 a – Article 48 c – paragraph 2 – point g a (new)
(ga) all payments made to government officials and politically exposed persons, with a description of what the payment was for,
2017/03/21
Committee: ECONJURI
Amendment 205 #

2016/0107(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 2
Directive 2013/34/EU
Chapter 10 a – Article 48 c – paragraph 2 – point g b (new)
(gb) the effective tax rate paid, as a percentage of profit earned by the ultimate parent undertaking and each undertaking in each jurisdiction that they operate,
2017/03/21
Committee: ECONJURI
Amendment 1 #

2016/0034(COD)

Proposal for a regulation
Recital 11a (new)
(11a) Investment firms often execute, on their own account or on behalf of clients, transactions in derivatives and other financial instruments or assets that comprise a number of interlinked, contingent trades. Such package transactions enable investment firms and their clients to better manage their risks, with the price of each component of the package transaction reflecting the overall risk profile of the package rather than the prevailing market price of each component. Package transactions can take various forms, such as exchange for physicals, trading strategies executed on trading venues, or bespoke package transactions, and it is important to take those specificities into account when calibrating the applicable transparency regime. It is therefore appropriate to specify for the purpose of Regulation (EU) No 600/2014 the specific circumstances in which pre-trade transparency should not apply to package transactions, nor to any individual component of such transactions.
2016/03/02
Committee: ECON
Amendment 2 #

2016/0034(COD)

Proposal for a regulation
Article 1
(-1) In Article 1, the following paragraph is inserted: ‘6a. Title II and Title III shall not apply to securities financing transactions as defined in Article 3(11) of Regulation (EU) 2015/2365.’ (-2) In Article 2(1), the following point is inserted: '(28a) ‘securities financing transaction’ or ‘SFT’ means a securities financing transaction as defined in Article 3(11) of Regulation (EU) 2015/2365;'
2016/03/02
Committee: ECON
Amendment 3 #

2016/0034(COD)

Proposal for a regulation
Article 1
(-3) In Article 2(1), the following points are added: ‘(48) 'exchange for physical' or 'EFP' means a transaction in a derivative contract or other financial instrument contingent on the simultaneous execution of an equivalent quantity of an underlying physical asset; (49) 'package transaction’ means: (a) an EFP; or (b) a transaction involving the execution of two or more component transactions in financial instruments and which fulfils all of the following criteria: (i) the transaction is executed between two or more counterparties; (ii) each component of the transaction bears meaningful economic or financial risk related to all the other components; (iii) where the execution of each component is simultaneous and contingent upon the execution of all the other components.’; (2a) Article 9(1) is amended as follows: (a) the following point is added: ‘(d) a package transaction which meets one or more of the following criteria: (i) at least one of its components is a financial instrument for which there is not a liquid market, or is an EFP; (ii) at least one of its components is large in scale compared with the normal market size; (iii) at least one of its components is executed on a request-for-quote or voice system and that component is above the size specific to the instrument.’; (b) the following subparagraph is added after the first subparagraph: 'Where a package transaction meets any of the criteria set out in point (d) of the first subparagraph, the competent authority shall be able to waive the obligation referred to in Article 8(1) for each individual component of the package.'; (2b) Article 18 is amended as follows: (a) the following paragraph is inserted: ‘2a. In relation to a package transaction in which one or more of the transaction's components comprise financial instruments which do not have a liquid market, systematic internalisers shall disclose quotes to their clients on request if they agree to provide a quote. That obligation may be waived where the conditions specified in Article 9(1) are met.'; (b) the following sentence is added at the end of paragraph 5: 'Without prejudice to paragraph 2a, where a systematic internaliser agrees to provide a quote in accordance with paragraph 1 for a package transaction, the obligation in this paragraph shall only apply to the package as a whole and not to any element of the package separately.'.
2016/03/02
Committee: ECON
Amendment 2 #

2016/0033(COD)

Proposal for a directive
Article 1 – point -1 (new)
Directive 2014/65/EU
Article 2 – paragraph 1 – point d – point ii
(-1) Point (d)(ii) of Article 2(1) is replaced by the following: ‘are either members of or participants in a regulated market or an MTF, on the one hand, or have direct electronic access to a trading venue, on the other hand, and in either case are engaging in a high- frequency algorithmic trading strategy on such a trading venue;’.
2016/03/02
Committee: ECON
Amendment 12 #

2016/0010(CNS)

Proposal for a directive
Recital 2
(2) As Multi National Enterprise (MNE) Groups are active in different countries, they have the possibility of engaging in aggressive tax planning practices that are not available for domestic companies. When MNEs do so, purely domestic companies, normally small and medium- sized enterprises (SMEs) may be particularly affected as their tax burden is higher than that of MNE Groupsy pay an effective rate of tax that is much closer to statutory rates than MNEs, resulting in distortions to, and malfunctions of, the internal market. On the other hand, all Member States may suffer revenue losses and there is the risk of competition to attract MNE Groups by offering them further tax benefits. There is therefore a problem for the proper functioning of the Internal Market.
2016/03/22
Committee: ECON
Amendment 26 #

2016/0010(CNS)

Proposal for a directive
Recital 4
(4) Increased transparency towards tax authorities could have the effect of giving MNE Groups an incentive to abandon certain practices and pay their fair share of tax in the country where profits are made. It would also increase the 'peer pressure' between Member States and would focus the attention of financial markets on the fiscal accountability of MNEs. Enhancing transparency for MNE Groups is therefore an essential part of tackling base erosion and profit shifting.
2016/03/22
Committee: ECON
Amendment 31 #

2016/0010(CNS)

Proposal for a directive
Recital 4 b (new)
(4b) When extending the automatic exchange of information at Union and global levels, due regard should be had to the European Parliament report on the proposal for a directive of the European Parliament and of the Council amending Directive 2007/36/EC as regards the encouragement of long-term shareholder engagement and Directive 2013/34/EU as regards certain elements of the corporate governance statement.
2016/03/22
Committee: ECON
Amendment 32 #

2016/0010(CNS)

Proposal for a directive
Recital 4 c (new)
(4c) Due regard should also be had to the European Parliament resolution of 25 November 2015 on tax rulings and other measures similar in nature or effect.
2016/03/22
Committee: ECON
Amendment 33 #

2016/0010(CNS)

Proposal for a directive
Recital 4 d (new)
(4d) When extending the automatic exchange of information at Union and global levels, due regard should also be had to the European Parliament resolution of 16 December 2015 with recommendations to the Commission on bringing transparency, coordination and convergence to corporate tax policies in the Union.
2016/03/22
Committee: ECON
Amendment 38 #

2016/0010(CNS)

Proposal for a directive
Recital 6
(6) In the country-by-country report, MNEs Groups should provide annually and for each tax jurisdiction in which they do business the amount of revenue, profit before income tax and income tax paid and accrued, but also public subsidies received, the value of assets and annual cost of maintaining them, and sales and purchases. MNE Groups should also report number of their employees, stated capital, retained earnings and tangible assets in each tax jurisdiction. Finally, MNE Groups should identify each entity within the group doing business in a particular tax jurisdiction and should provide an indication of the business activities each entity engages in.
2016/03/22
Committee: ECON
Amendment 39 #

2016/0010(CNS)

Proposal for a directive
Recital 7
(7) In order to enhance the efficient use of public resources and reduce the administrative burden for MNE Groups, the reporting obligation should only apply to MNE Groups with annual consolidated group revenue exceeding a certain amountEUR 40 million, in line with the definition of a large undertaking in Directive 2013/34/EU of the European Parliament and of the Council on the annual financial statements, consolidated financial statements and related reports of certain types of undertakings, and consistent with the proposed country-by-country reporting in the revision of Directive 2007/36/EC. The Directive should ensure that the same information is collected and made available to tax administrations in a timely manner throughout the EU.
2016/03/22
Committee: ECON
Amendment 47 #

2016/0010(CNS)

Proposal for a directive
Recital 9 a (new)
(9a) Member States should ensure that they maintain or increase the level of human, technical and financial resources dedicated to the automatic exchange of information and data processing within tax administrations.
2016/03/22
Committee: ECON
Amendment 54 #

2016/0010(CNS)

Proposal for a directive
Recital 12
(12) TIn the absence of a Union definition of permanent establishment, the mandatory automatic exchange of country- by-country reports between Member States should in each case include the communication of a defined set of basic information that would be accessible to thoseall Member States in which, on the basis of the information in the country- by-country report, one or more entities of the MNE Group are either resident for tax purposes, or are subject to tax with respect to the business carried out through a permanent establishment of an MNE Group.
2016/03/22
Committee: ECON
Amendment 63 #

2016/0010(CNS)

Proposal for a directive
Recital 14 a (new)
(14a) In the event that a Member State determines that another Member State persistently fails to automatically provide country-by-country reports, it should in the first instance consult that Member State and, if that does not lead to resolution of the problem, it should report that Member State to the Commission and an appropriate penalty should be imposed.
2016/03/22
Committee: ECON
Amendment 68 #

2016/0010(CNS)

Proposal for a directive
Recital 15 a (new)
(15a) This Directive is a crucial step in going beyond the OECD BEPS Action Plan, as recalled by the European Parliament in its recommendations to the Commission in order to promote transparency, coordination and convergence to corporate tax policies in the Union. In particular, it is to be considered as the first move towards the implementation of a public country-by- country reporting for MNE Groups, such as the European Parliament has referred to on several occasions, through its reports on Directive 2007/36/EC, the report of the TAXE special committee and the European Parliament’s resolution of 16 December 2015 with recommendations to the Commission on bringing transparency, coordination and convergence to corporate tax policies in the Union.
2016/03/22
Committee: ECON
Amendment 71 #

2016/0010(CNS)

Proposal for a directive
Recital 18
(18) The scope of mandatory exchange of information should therefore be extended to include the automatic exchange of information of the country-by-country report. In order to enhance transparency for citizens, the Commission should publish the country-by-country reports, based on the information contained in the centralised register of country-by-country reports. In doing so, the Commission should comply with the provisions of this Directive on confidentiality.
2016/03/22
Committee: ECON
Amendment 94 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2
Directive 2011/16/EU
Article 8aa – paragraph 2
2. The competent authority of a Member State where the Country-by-Country Report was received pursuant to paragraph 1 shall, by means of automatic exchange, communicate the report to any otherll Member State in which, on the basis of the information in the country-by-country report, one or more Constituent Entities of the MNE Group of the Reporting Entity are either resident for tax purposes, or are subject to tax with respect to the business carried out through a permanent establishment within the deadline laid down in paragraph 4s. The competent authority of the Member State must communicate the country-by-country report to the Commission, which is responsible for the centralised register of country-by-country reports, available to its competent services.
2016/03/22
Committee: ECON
Amendment 96 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2
Directive 2011/16/EU
Article 8aa – paragraph 2 a new
2a. The competent authority of a Member State to which the country-by-country report was sent pursuant to paragraph 1 shall, within 24 months after the end of the reporting fiscal year, communicate the report to any state belonging to the category of least developed countries (as defined by the United Nations), in which, on the basis of information contained in the statement by country, one or more constituent entities of multinational enterprises are resident for tax purposes, or are subject to tax with respect to the business carried out through a permanent establishment.
2016/03/22
Committee: ECON
Amendment 98 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2
Directive 2011/16/EU
Article 8aa – paragraph 3 – point a
(a) aggregate information relating to the amount of revenue, profit (loss) before income tax, income tax paid, income tax accrued, stated capital, accumulated earnings, number of employees, and tangible assets other than cash or cash equivalents with regard to each jurisdiction in which the MNE Group operates, public subsidies received, the value of assets and annual cost of maintaining them, and sales and purchases;
2016/03/22
Committee: ECON
Amendment 99 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2
Directive 2011/16/UE
Article 8aa – paragraph 3 – point b a (new)
(ba) the future European tax identification number (TIN) referred to in the Commission's 2012 Action Plan to strengthen the fight against fraud and tax evasion.
2016/03/22
Committee: ECON
Amendment 103 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2
4a. In order to enhance transparency for citizens, the Commission shall publish the country-by-country reports, based on the information contained in the centralised register of country-by-country reports. In doing so, the Commission shall comply with the provisions of Article 23a on confidentiality.
2016/03/22
Committee: ECON
Amendment 104 #

2016/0010(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 2 a (new)
Directive 2011/16/UE
Article 17 – paragraph 4
(2a) Article 17(4) is deleted;
2016/03/22
Committee: ECON
Amendment 133 #

2016/0010(CNS)

Proposal for a directive
Annex – Annex III – Section I – paragraph 4
4. "Excluded MNE Group" means, with respect to any Fiscal Year of the Group, a Group having total consolidated group revenue of less than EUR 750 000 000 or an amount in local currency approximately equivalent to EUR 750 000 000 as of January 2015 during the Fiscal Year immediately preceding the Reporting Fiscal Year as reflected in its Consolidated Financial Statements for such preceding Fiscwhich does not qualify as a large undertaking as defined in Article 3(4) of Directive 2013/34/EU of the European Parliament and of the Council, meaning an undertaking which on its balance sheet dates exceeds at least two of the three following thresholds: (a) balance sheet total: EUR 20 000 000; (b) net turnover: EUR 40 000 000; (c) average number of employees during the financial Yyear: 250.
2016/03/22
Committee: ECON
Amendment 138 #

2016/0010(CNS)

Proposal for a directive
Annex – Annex III – Section II – paragraph 1 – point b – point i
i. the Ultimate Parent Entity of the MNE Group is not obligated to file a country- by-country report in its jurisdiction of tax residence;deleted
2016/03/22
Committee: ECON
Amendment 139 #

2016/0010(CNS)

Proposal for a directive
Annex – Annex III – Section II – paragraph 1 – subparagraph 2
Where there are more than one Constituent Entities of the same MNE Group that are resident for tax purposes in the Union and one or more of the conditions set out in point (b) apply, the MNE Group mayhas to designate one of such Constituent Entities to file the country-by-country report conforming to the requirements of Article 8aa(1) with respect to any Reporting Fiscal Year within the deadline specified in Article 8aa(1) and to notify the Member State that the filing is intended to satisfy the filing requirement of all the Constituent Entities of such MNE Group that are resident for tax purposes in the Union. That Member State shall, pursuant to Article 8aa(2), communicate the country-by- country report received to any otherll Member State in which, on the basis of the information in the country-by-country Report, one or more Constituent Entities of the MNE Group of the Reporting Entity are either resident for tax purposes, or are subject to tax with respect to the business carried out through a permanent establishments.
2016/03/22
Committee: ECON
Amendment 141 #

2016/0010(CNS)

Proposal for a directive
Annex – Annex III – Section II – paragraph 2
2. By derogation from point 1, when one or more of the conditions set out in point b of point 1 apply, an entity described in point 1 shall not be required to file a country-by-country report with respect to any Reporting Fiscal Year if the MNE Group of which it is a Constituent Entity has made available a country-by-country report in accordance with Article 8aa(3) with respect to such Fiscal Year through a Surrogate Parent Entity that files that country-by-country report with the tax authority of its jurisdiction of tax residence on or before the date specified in Article 8aa(1) and that, in case the Surrogate Parent Entity is tax resident in a jurisdiction outside the Union, satisfies the following conditions: a) the jurisdiction of tax residence of the Surrogate Parent Entity requires filing of country-by-country reports conforming to the requirements of Article 8aa(3); b) the jurisdiction of tax residence of the Surrogate Parent Entity has a Qualifying Competent Authority Agreement in effect to which the Member State is a party by the time specified in Article 8aa(1) for filing the country-by-country report for the Reporting Fiscal Year; c) the jurisdiction of tax residence of the Surrogate Parent Entity has not notified the Member State of a Systemic Failure; d) the jurisdiction of tax residence of the Surrogate Parent Entity has been notified in accordance with point 3 by the Constituent Entity resident for tax purposes in its jurisdiction that it is the Surrogate Parent Entity; e) a notification has been provided to the Member State in accordance with point 4.deleted
2016/03/22
Committee: ECON
Amendment 28 #

2015/2344(INI)

Motion for a resolution
Citation 18 a (new)
– having regard to the Council conclusions, 18th and 19th February 2016;
2016/06/09
Committee: BUDGECON
Amendment 29 #

2015/2344(INI)

Motion for a resolution
Recital A
A. whereas the Treaty on European Union establishes the creation of the single marketan economic and monetary union, whose currency is the euro; whereas the European Monetary Union currently consists of 19 members, two of whom have opt-out clauses,of the 28 Member States of the EU, 19 have already adopted the single currency, seven are under a derogation which applies until the Council decides that the conditions are met for its abrogation, and two Member States have, pursuant to Protocols No 15 and No 16 annexed to the Tremaining seven EU Member States having yet to joinaties, respectively no obligation to adopt the euro or an exemption from doing so (‘opt-outs’); whereas no financial liability will be incurred by the twoose countries with opt-outs from EMU in the framework of any fiscal capacity for the euro area;
2016/06/09
Committee: BUDGECON
Amendment 321 #

2015/2344(INI)

Motion for a resolution
Paragraph 15
15. Stresses that a Eurozone fiscal capacity must be created on top of existing EU funding instruments, and within its legal framework, in order to ensure consistent development between euro and non-euro Member States; however it must be ring fenced from contributions from countries with euro currency 'opt-outs';
2016/06/09
Committee: BUDGECON
Amendment 432 #

2015/2344(INI)

Motion for a resolution
Paragraph 21
21. Insists that once it is integrated into Community law, the fiscal capacity for the euro area shouldmust be rintegrated into the EU budget, but over and above the ceilings of the Multiannual Financial Framework (MFF)g fenced from contributions from countries with euro currency 'opt-outs';
2016/06/09
Committee: BUDGECON
Amendment 484 #

2015/2344(INI)

Motion for a resolution
Paragraph 24
24. Stresses that significant progress in convergence and sustainable structural reforms is needed in the Eurozone in order to reconcile fiscal consolidation, growth, jobs, productivity, competitiveness and the European social model so as to effectively prevent asymmetric shock; considers that financial support from the Europeanzone level for the implementation of agreed structural reforms in thEurozone Member States, while keeping the responsibility for implementation at the national level, is therefore indispensable;
2016/06/09
Committee: BUDGECON
Amendment 525 #

2015/2344(INI)

Motion for a resolution
Paragraph 26 – indent 1
– taxation: base and rate of corporate tax, in the Eurozone
2016/06/09
Committee: BUDGECON
Amendment 538 #

2015/2344(INI)

Motion for a resolution
Paragraph 26 – indent 2
– labour market, including minimum wages, in the Eurozone
2016/06/09
Committee: BUDGECON
Amendment 550 #

2015/2344(INI)

Motion for a resolution
Paragraph 26 – indent 3 – paragraph 1
– investment, notably in research and development;deleted
2016/06/09
Committee: BUDGECON
Amendment 569 #

2015/2344(INI)

Motion for a resolution
Paragraph 26 – subparagraph 1 (new)
Notes that investment in areas such as research and development is best done at an EU level, funded by the MFF which all Member States contribute towards, and not by a Eurozone fiscal capacity headed by a Eurozone Treasury; any reduction in scale of such programmes to Eurozone only countries will certainly damage the prosperity and competitiveness of the EU as a whole including Eurozone countries; optional additional contributions from Member States wishing to do more should however be possible as under EFSI;
2016/06/09
Committee: BUDGECON
Amendment 581 #

2015/2344(INI)

Motion for a resolution
Paragraph 27
27. Considers that a financial instrument is needed to work as an incentive-based mechanism for convergence and sustainable structural reforms with clear conditionality in the Eurozone; believes that the Structural Reform Support Programme (SRSP), which is designed to provide technical support to national authorities for measures aimed at reforming institutions, governance, administration, and economic and social sectors with a view to enhancing growth and jobs, can be further developed as a contribution to this function of the fiscal capacity of the Eurozone;
2016/06/09
Committee: BUDGECON
Amendment 632 #

2015/2344(INI)

Motion for a resolution
Paragraph 30
30. Points out that the Rainy Day Fund should be funded by all the Member Statescountries in the Eurozone and those intending to join the Eurozone on the basis of a cyclically sensitive economic indicator and used for payments to all Member Statesto countries in the Eurozone and those intending to join the Eurozone suffering from economic downturns;
2016/06/09
Committee: BUDGECON
Amendment 656 #

2015/2344(INI)

Motion for a resolution
Paragraph 31
31. Acknowledges that the model of a Europeanzone Unemployment Benefit Scheme would foster convergence of labour markets in the medium term;
2016/06/09
Committee: BUDGECON
Amendment 670 #

2015/2344(INI)

Motion for a resolution
Paragraph 32
32. Considers that the EMF should provide the financial resources for either of these models, which could require increasing the amount of capital; points out that the fund should avoid long-term redistribution effects by ensuring Member StatEurozone countries contributions are balanced over the cycle;
2016/06/09
Committee: BUDGECON
Amendment 744 #

2015/2344(INI)

Motion for a resolution
Paragraph 37
37. Points out that the fiscal capacity has to be of significant size in order to be able to address these euro-area-wide shocks and to finance its functions; insists that in order to provide sufficient financial resources, the euro area fiscal capacity, including the EMF, should be able to increase the issuance of equities via a rise in guarantees; considers that these common issued equities should have the highest credit rate;
2016/06/09
Committee: BUDGECON
Amendment 788 #

2015/2344(INI)

Motion for a resolution
Paragraph 41
41. Considers that in order to provide for a genuine EMU, a euro area treasury should be created for collective decision- making, supervision and management of the budgetary capacity for the euro area; calls foron the inclusion of this treasury within the European Commission with full macroeconomic, fiscalCommission to come forward with options as to how this treasury could be resourced, and how it would interact with existing Union institutions, in such a way as to ensure democratic accountability and financial competences; calls for a vice-president of the European Commission to head the treasury and simultaneously to act as president of the Eurogroup; urges full accountability of this treasury to the European Parliament particular to guarantee that, on the one hand, Member States not participating in the further deepening of the EMU cannot create obstacles to such further deepening, while on the other hand respecting the rights and competences of the non-participating Member States; calls on the Commission to ensure that the creation of a euro area treasury is consistent with the continued coexistence of different perspectives within the single institutional framework ensuring both the effective operability of Union mechanisms and the equality of Member States before the Treaties;
2016/06/09
Committee: BUDGECON
Amendment 810 #

2015/2344(INI)

Motion for a resolution
Paragraph 42
42. Considers that those non-euro countries that do not have an opt-out will eventually become part of the EMU and therefore may join the governance framework on a voluntary basis with a special status; opt-out countries may observe;
2016/06/09
Committee: BUDGECON
Amendment 834 #

2015/2344(INI)

Motion for a resolution
Paragraph 44 b (new)
44b. Recognises that Member States have the right to decide the fundamental principles of their social security systems and enjoy a broad margin of discretion to define and implement their social and employment policy; believes that any proposals for social or employment policy should be open to all participation 28 Member States and discussion of such matters to include the full European Parliament and Council not only representatives from Eurozone countries;
2016/06/09
Committee: BUDGECON
Amendment 17 #

2015/2233(INI)

Draft opinion
Paragraph 1 – point b
(b) to ensure that TiSA results in limiting market access reservations to duly justified exceptions and in a commitment by all parties to a standstill on national treatment, and thereby to defend the position that market openness will not prevent the introduction of new measures for prudential reasons or the modification of existing domestic disciplines; to ensure that TiSA includes a clear commitment to stepping up the implementation and application of international regulatory and supervisory standards in the financial sector;
2015/10/23
Committee: ECON
Amendment 43 #

2015/2210(INI)

Motion for a resolution
Paragraph 1
1. Welcomes the fact that economic recovery is slowly gaining ground, with GDP in the euro area expected to rise by 2.1% in 2016; notes with concern, however, that its foundations are fragile, mainly owing to the EU's underlying structural weaknesses and resulting low international competitiveness;
2015/09/11
Committee: ECON
Amendment 109 #

2015/2210(INI)

Motion for a resolution
Paragraph 6
6. Deplores the persistently high unemployment rates across most Member States, in particular the youth and long- term unemployment rates; stresses the need tofor increased investment alongside reform to national labour markets in order to increase job creation rates;
2015/09/11
Committee: ECON
Amendment 136 #

2015/2210(INI)

Motion for a resolution
Paragraph 8
8. Notes that further fiscal consolidation is still needed in many Member States in order to comply with the conditions of the Stability and Growth Pact (SGP); notwelcomes the Commission's interpretative communication on flexibility in the SGP, aimed at clarifying the scope of the investment clause and allowing for a certain degree of temporary flexibility in the preventive arm of the SGP;
2015/09/11
Committee: ECON
Amendment 170 #

2015/2210(INI)

Motion for a resolution
Paragraph 11
11. Underlines the need to improve the EU's business environment as well as to raise productivity levels; stresses the importance of sound business regulation for the success of the EFSI; calls, therefore, for the removal of administrative barriers where doing so would not undermine vital protection for workers and consumers, cutting red tape and reform of Member States' tax systems;
2015/09/11
Committee: ECON
Amendment 199 #

2015/2210(INI)

Motion for a resolution
Paragraph 13
13. Stresses the need for Member States to adapt their public finances by conducting a counter-cyclical policy when necessary and making full use of the existing flexibility clauses foreseen in the legislation; considers that Member States with high debt levels in particular must continue with growth-friendly fiscal consolidation and urgently implementto address those debt levels in a manner which does not undermine growth and the recommended structural reformsby make the situation worse, while those with more fiscal space should use it to accelerate investment;
2015/09/11
Committee: ECON
Amendment 225 #

2015/2210(INI)

Motion for a resolution
Paragraph 15
15. Stresses the role of flexible labour markets in combatting unemployment, in particular the negative impact on job creation rates of rigid rules on dismissal, excessive minimum wage levels and lengthy labour disputesneed for labour markets to be reformed so as to support job creation, but without undermining the fundamental rights of workers to have secure, adequately-paid employment; calls for a shift away from labour taxes to other sources of taxation;
2015/09/11
Committee: ECON
Amendment 265 #

2015/2210(INI)

Motion for a resolution
Paragraph 18
18. Underlines the destructivepotentially damaging impact of high debt levels on economic growth in the EU; calls on the Commission to explore innovative ways of speeding up and lessening the negative impact of deleveraging in the banking, private and public sector, but notes also that excessively strict attempts at fiscal consolidation can have a similarly damaging impact on growth and, by reducing tax revenues, ultimately prove counter-productive; calls on the Commission to explore innovative ways of ensuring higher levels of financing and investment in the banking, private and public sectors, without undermining the vital work done to ensure financial stability in the wake of the crisis;
2015/09/11
Committee: ECON
Amendment 23 #

2015/2155(DEC)

Motion for a resolution
Paragraph 17 a (new)
17a. Stresses that the Court of Auditors report adopted on 11.07.2014 states that the potential saving for the EU budget would be about 114 million EUR per year if the European Parliament centralised its activities; reiterates the call on Parliament and the Council to address, in order to create long term savings, the need for a roadmap to a single seat, as stated by Parliament in several previous resolutions;
2016/03/14
Committee: CONT
Amendment 54 #

2015/2147(INI)

Draft opinion
Paragraph 4
4. Considers that a truly pan-European approach to cross-border taxation systemissues is needed to create a true European Single Market and to prevent the tax avoidanceaggressive tax planning practices used by several digital platforms, as highlighted by recent inquiries; calls on the Commission to support extending thmake public country-by- country reporting regime on taxesmandatory and public for multinational companies toin all sectors;
2015/10/19
Committee: ECON
Amendment 87 #

2015/2147(INI)

Draft opinion
Paragraph 5
5. Supports the Commission’s decision to review internet platforms; encourages the Commission to create a legislative framework ensuring the development of innovative ideas, protection of work standards and compliance with existing fiscal rules; encourages the Commission, when doing so, to ensure that this legislative framework encourages online platforms to do more to ease administrative burdens on the smallest online businesses that make use of their services;
2015/10/19
Committee: ECON
Amendment 95 #

2015/2147(INI)

Draft opinion
Paragraph 5 a (new)
5a. Calls on the Council and the Commission to immediately suspend the new rules on place of supply for VAT on digital services for the first €20,000 of cross-border digital sales and allow businesses to return to being subject to their domestic VAT rules for that revenue; calls for this suspension to apply for as long as it takes the Commission to introduce the common EU-wide Digital VAT threshold which was promised in the Digital Single Market Strategy, and again at the FISCALIS conference in September 2015;
2015/10/19
Committee: ECON
Amendment 110 #

2015/2147(INI)

Draft opinion
Paragraph 6 a (new)
6a. Believes that, while more should be done to remove barriers to entry for new and emerging digital businesses, those businesses must at the same time be required to respect longstanding domestic regulations such as those covering taxation, health and safety legislation and workers' rights, and must operate to the same high standards that existing businesses are required to in these areas.
2015/10/19
Committee: ECON
Amendment 17 #

2015/2140(INI)

Motion for a resolution
Recital C
C. whereas such an economy requires the strong application of competition-law principles under the EU Treaty primarilyin order to benefits consumers, and businesses alike, to promotes innovation and growth, and to controls and restricts unfair market practices as well as monopolies and dominant market positions;
2015/10/21
Committee: ECON
Amendment 52 #

2015/2140(INI)

Motion for a resolution
Paragraph 4
4. Stresses that a successful competition policy must not be directed exclusively towards bringing down prices for consumers, but must also be mindful of the innovativeness of the European economy and special competitive conditions for small and medium-sized businessesshould strike a balance between bringing down prices for consumers, encouraging innovation within the European economy (including, if needed, special competitive conditions for small and medium-sized businesses) and ensuring that all businesses - including those within the ‘sharing economy’ - comply with vital European legislation on workers’ rights and health and safety;
2015/10/21
Committee: ECON
Amendment 224 #

2015/2140(INI)

Motion for a resolution
Paragraph 20 a (new)
20a. Calls on the Commission to introduce binding guidelines that clarify how it will determine instances of tax- related state aid, thereby providing more legal certainty for businesses and Member States, taking into consideration the fact that, in other sectors, such guidelines have proven to be highly effective in putting a stop to and pre-empting those practices in Member States that are in conflict with EU state aid law; calls on the Commission at the same time to specify those tax policies that are not consistent with state aid policy;
2015/10/21
Committee: ECON
Amendment 231 #

2015/2140(INI)

Motion for a resolution
Paragraph 21
21. Stresses that State aid proceedings alone cannot put a permanent stop to the unfair tax competition in a number of Member States of the European Union; further tangible results are required, such as a consolidated basis of calculation for capital gainsthe introduction of a full, mandatory Common Consolidated Corporate Tax Base, a review of the VAT Directive in order to prevent fraud, the obligation on large international companies to reportin all sectors to report publicly their turnover and profits on a ‘country by country’ basis and calling on Member States to introduce greater transparency in their tax practices and mutual reporting requirements;
2015/10/21
Committee: ECON
Amendment 259 #

2015/2140(INI)

Motion for a resolution
Paragraph 23
23. Considers that, in view of an estimated volume ofthe light of some studies having estimated that the total amount lost to tax fraud and aggressive tax avoidance of up tocould be as much as one btrillion euros a year, it is essential that the Member States must ultimately tackle and restrict this practice;
2015/10/21
Committee: ECON
Amendment 99 #

2015/2132(BUD)

Motion for a resolution
Paragraph 67 c (new)
67c. Stresses that Parliament and the Council must address the need for a roadmap to a single seat, as requested by the large majority of this Parliament in several resolutions, in order to create long term savings in the Union budget;
2015/10/06
Committee: BUDG
Amendment 5 #

2015/2127(INI)

Draft opinion
Paragraph 1
1. Takes note of the 2014 EIB Annualctivity Report and the increase by 6.92% to EUR 80.3 billion in the EIB Group’s lending; is very concerned at the increasingbout still very high unemployment, inequality and poverty levels, as well as weak investment in Europe and the continuous uncertainty in the financial markets, also in view of a worsening global economic outlook;
2015/11/06
Committee: ECON
Amendment 18 #

2015/2127(INI)

Draft opinion
Paragraph 2
2. Regrets that overall EU investment in 2013 decreased by 13% compared with the pre- crisis period with investment in some countries decreasing 25% and even by as much as 60% in others, creating a dangerous investment imbalance in the EU; is of the opinion that this constitutes a major challenge for the EIB Group and will require extraordinary efforts from its side for the years to come, as part of an overall EU effort to implement a renewed long-term strategy for sustainable, convergent and inclusive growth;
2015/11/06
Committee: ECON
Amendment 27 #

2015/2127(INI)

Draft opinion
Paragraph 3
3. Notes the urgent need for an increase in EIB lending activityGroup investment activity, including innovative financial instruments with greater additional risk-bearing capacity, and for the improvement of its activity in line with Protocol (No 28) on Economic, Social and Territorial Cohesion;
2015/11/06
Committee: ECON
Amendment 43 #

2015/2127(INI)

Draft opinion
Paragraph 4
4. Calls on the EIB Group to re-examine its strategic planning programme, given the high degree of concentration of funding for the four biggest economies in the EU accounting for more than 45%, and the disproportionate rise in unemployment levels and investment gaps in some other countries which remains at alarming levels, and which could hamper economic convergence in the EU and further damage growth prospects and social cohesion in specific countries and regions in the EU;
2015/11/06
Committee: ECON
Amendment 60 #

2015/2127(INI)

Draft opinion
Paragraph 5
5. Takes note ofWelcomes the establishment of the European Fund for Strategic Investment (EFSI) and emphasises the need for the EFSI to function in an effective, transparent and fair way, to honour fully the requirement of additionality, and to take into account that priority should be given to projects in strategic sectors, countries in adjustment programmewhere investment gaps have widened most during the economic crisis and regions which have difficulties in attracting funding because of their high risk environment; their geographical or historical disadvantage translates into a higher high risk profile in an economic environment marked by uncertainty; Regrets the selection procedure used to appoint the Managing Director and the Deputy Managing Director and stresses the need to finalise as soon as possible the inter-institutional agreement between the EIB and the Parliament on reporting and on the selection procedure for both positions;
2015/11/06
Committee: ECON
Amendment 69 #

2015/2127(INI)

Draft opinion
Paragraph 5 a (new)
5a. Urges the EIB Group to develop an increased focus on economic and labour market resilience in the context of technological changes, environmental constraints, globalisation and demographic trends; calls on it to prioritise investment operations with high potential in terms of job creation and environmental sustainability, particularly in areas of greatest need, and to expand its cooperation with other development banks in this direction;
2015/11/06
Committee: ECON
Amendment 70 #

2015/2127(INI)

Draft opinion
Paragraph 5 b (new)
5b. Calls on the EIB Group to consider strengthening non-financial criteria in its project assessment models, giving greater weight to projects' contribution to sustainable and inclusive development and cohesion in line with Protocol (No 28) on Economic, Social and Territorial Cohesion, while aiming at maximum transparency;
2015/11/06
Committee: ECON
Amendment 87 #

2015/2127(INI)

Draft opinion
Paragraph 6
6. Calls on the EIB to refrain from cooperating with financial partners with a negative track record and to enforce prevention measures against tax havens, fraud and evasion as well as aggressive tax avoidance; calls for these prevention measures to include ensuring that no EIB funding can go to ultimate beneficiaries or financial intermediaries which make use of tax havens or harmful tax practices;
2015/11/06
Committee: ECON
Amendment 88 #

2015/2127(INI)

Draft opinion
Paragraph 6
6. Calls on the EIB Group to refrain from cooperating with financial partners with a negative track record, particularly in the field of corporate taxation, and to enforce prevention measures against tax havens, tax fraud and tax evasion as well as aggressive tax avoidance; requests a list of outstanding EIB Group transactions involving counterparts established in jurisdictions featuring on the Commission's list of "top 30" tax havens around the world;
2015/11/06
Committee: ECON
Amendment 91 #

2015/2127(INI)

Draft opinion
Paragraph 6 a (new)
6a. Calls on the EIB to adopt an effective and up-to-date Responsible Taxation Policy, to be overseen by a Tax Unit and detailed within an Annual Tax Report; calls for this policy to include regular country tax assessments in order to identify problematic jurisdictions; calls for this policy to involve the EIB actively using its relocation clause and systematically publishing the domicile of funds which benefit from EIB support, as well as the domicile of the ultimate beneficiaries of the funds if they are supported by financial intermediaries;
2015/11/06
Committee: ECON
Amendment 98 #

2015/2127(INI)

Draft opinion
Paragraph 7
7. Calls on the EIB Group to re-evaluate the private-public partnerships in terms of their pgrofitabilitywth, jobs and productivity impact for the relevant economies and societies and to examine alternative methods of funding, possiblyincluding through increasing public investments, notably given the present outlook of low long-term interest rates;
2015/11/06
Committee: ECON
Amendment 112 #

2015/2127(INI)

Draft opinion
Paragraph 8
8. Calls on the EIB Group to further enhance transparency and access to information both internafor the Parliament and other EU institutions as welly ands for the public, especially regarding the selection, monitoring and evaluation of activities and programmes;
2015/11/06
Committee: ECON
Amendment 127 #

2015/2127(INI)

Draft opinion
Paragraph 9
9. Requests the EIB to increase its reporting to Parliament regarding its decisions, progress achieved and the impact of its lending activities within and outside the EU; requests that this include regular reports to the European Parliament and other stakeholders on the implementation of its Non-Compliant Jurisdiction Policy, including the number of applications which have been turned down for failing to comply with this policy, as well as the number of relocations which have been requested and implemented.
2015/11/06
Committee: ECON
Amendment 128 #

2015/2127(INI)

Draft opinion
Paragraph 9
9. Requests the EIB Group to increase its reporting to Parliament regarding its decisions, progress achieved and the impact of its lending activities within and outside the EU; calls on the EIB Group to engage in deeper dialogue with the Parliament on all its activities within the same scheme for reporting and accountability as set out in the EFSI regulation and to fully comply with the spirit and letter of the EFSI regulation, notably concerning inter-institutional cooperation with the Parliament.
2015/11/06
Committee: ECON
Amendment 6 #

2015/2106(INI)

Motion for a resolution
Recital -A (new)
-A. whereas it is widely accepted that the financial crisis of 2008 was caused in large part, and certainly had such a widespread and devastating impact, because of a lack of appropriate, high quality financial services regulation;
2015/09/25
Committee: ECON
Amendment 49 #

2015/2106(INI)

Motion for a resolution
Paragraph 2 a (new)
2a. Welcomes the Commission’s inclusion of an effective level of consumer and investor protection as one of the principles underpinning CMU; regrets, however, that the Commission’s Green Paper on CMU did not then include any concrete proposals for achieving such a level of protection; calls on the Commission to subject any initiatives arising from CMU that could impact retail investors to a process of thorough consumer testing;
2015/09/25
Committee: ECON
Amendment 70 #

2015/2106(INI)

Motion for a resolution
Paragraph 4
4. Notes that a sound and robust CMU has to acknowledge the interdependencies with obetween different elements of ther financial services sectors and has to be baseshould aim to build on well-established existing structures first and foremost; stresses the need for a holistic view of EU financial services regulation;
2015/09/25
Committee: ECON
Amendment 83 #

2015/2106(INI)

Motion for a resolution
Paragraph 5
5. Believes that an effective and efficient EU financial services regulation should be coherent, consistent (also on a cross- sectoral basis where that is possible, although this should not mean adopting a ‘one-size-fits- all’ approach), proportionate, and free of superfluous complexity; believes that it should enable intermediaries to fulfil their role in funding the real economy and serve savers and investors; believes that it should promote growth, protect consumers and ensure financial stability; considers that it should contribute to the single market and focus on goals better achievable at European level;
2015/09/25
Committee: ECON
Amendment 125 #

2015/2106(INI)

Motion for a resolution
Paragraph 8
8. Believes that consumer protection does not necessarily entail large volumes of information; is concerned that the multiplicity of customer information might not ultimately serve real customer needs; argues for a balance to be struck between providing consumers with the information they need to make informed choices and to understand the risks involved, while not unnecessarily burdening businesses, especially SMEs; points to the necessity of a European initiative for more and better financial education;
2015/09/25
Committee: ECON
Amendment 134 #

2015/2106(INI)

Motion for a resolution
Paragraph 9
9. Highlights the benefits of asset diversification; emphasises that the purpose of prudential regulation is not to favour certain asset classes; calls for a risk-based approach to regulation, with the same rules being applied to the same riskscalls for a risk-based approach to regulation; believes that a more granular categorisation of asset classes is appropriate, in particular by establishing categories such as infrastructure;
2015/09/25
Committee: ECON
Amendment 159 #

2015/2106(INI)

Motion for a resolution
Paragraph 11
11. Notes the possible unintended consequences of multiple capital, liquidity and leverage requirements on maturity transformation and the provision of long- term financing; asks the Commission, in cooperation with the supervisors, to analyse these consequences for banking and insurance as a matter of priority, while remembering that these requirements were put in place in response to the worst financial crisis in nearly 100 years, and therefore any analysis and subsequent action should ensure that Europe does not return to the situation that existed before the crisis;
2015/09/25
Committee: ECON
Amendment 171 #

2015/2106(INI)

Motion for a resolution
Paragraph 12
12. Is concerned about the lack of available and attractive risk-appropriate (long-term) investments and savings products for consumers; reiterates the need for diversity in investor and consumer choices; stresses that increasing the level of household savings that are channelled into investment can only be achieved if retail investors are confident that their money is being managed in their best interests; calls therefore on the Commission to increase investor confidence in the asset management industry, in particular by increasing cost transparency and the independent governance of investment funds;
2015/09/25
Committee: ECON
Amendment 192 #

2015/2106(INI)

Motion for a resolution
Paragraph 14
14. Calls for an appropriate division of competences between EU and national level, bearing in mind that national supervisors have more knowledge of local market characteristics; is concerned about the effect of a one-size-fits-all supervisory approach on smaller and primarily nationally active entities within the Single Supervisory Mechanism (SSM); stresses that any division of competences between supervisors must not reduce transparency as a result;
2015/09/25
Committee: ECON
Amendment 223 #

2015/2106(INI)

Motion for a resolution
Paragraph 17
17. Acknowledges the traditional reliance of SMEs on bank funding due to their specific nature, different risk profiles and variety across Europe; calls on the Commission, in cooperation with the European Supervisory Authorities (ESAs) and the ECB, to analyse the obstacles to, and benefits of, the diversification of funding channels and how to enable banks to increase SME funding; suggests that the Commission should assess whether certain initiatives for improved SME funding shcould also be expanded to mid-cap companies;
2015/09/25
Committee: ECON
Amendment 247 #

2015/2106(INI)

Motion for a resolution
Paragraph 18
18. Recognises the efforts made to establish a more transparent securitisation market; emphasises that stringent requirements for underlying high-quality assets and calibrations according to the actual risk profile are necessary, bearing in mind the riskiness of securitisation as shown during the crisis; emphasises that in addition to ensuring that securities themselves are designed in an appropriate way, market participants (originators, distributors and end users of securities) all have a responsibility to conduct appropriate risk assessments; calls on the Commission to conduct a thorough assessment of the benefits of securitisation for SMEs and the marketability of securitisation instruments as a matter of priority, and to report to Parliament;
2015/09/25
Committee: ECON
Amendment 260 #

2015/2106(INI)

Motion for a resolution
Paragraph 19
19. Underlines the need to streamline the content and frequency of reporting requirements where possible, also by providing entities with one point of contact, in order to avoid any duplication of requirements and reporting channels; calls on the Commission, ESAs and SSM to examine which data are actually needed, to align templates and to provide simplifications and, for SMEs, exemptions where possible;
2015/09/25
Committee: ECON
Amendment 272 #

2015/2106(INI)

Motion for a resolution
Paragraph 21
21. Stresses that efforts for a cultural change in the financial sector have to be pursued furtherlegislation and regulation in the area of financial services, while essential, can only achieve so much; stresses therefore that in addition to regulation, efforts for a cultural change in the financial sector have to be pursued and that major financial institutions have a responsibility to embed a culture of compliance within their organisations; acknowledges the benefits of relationship banking for consumers and SMEs;
2015/09/25
Committee: ECON
Amendment 286 #

2015/2106(INI)

Motion for a resolution
Paragraph 22
22. Demands a stronger focus on the global competitiveness of the EU financial sectors when making policy, while avoiding a regulatory race to the bottom; calls on the Commission to negotiate wherever possible for other jurisdictions to raise their standards of financial services regulation in order to meet those of the European Union;
2015/09/25
Committee: ECON
Amendment 306 #

2015/2106(INI)

Motion for a resolution
Paragraph 25
25. Asks the Commission to propose a consistent and coherent framework for decisions on third-country equivalence; calls for that framework to be outcomes- based and proportionate; demands that all equivalence decisions be adopted by means of delegated acts;
2015/09/25
Committee: ECON
Amendment 323 #

2015/2106(INI)

Motion for a resolution
Paragraph 27
27. Highlights the need for better quality and cross-sectoral co-ordination in the Commission’s drafts and drafting processes, encompassing timing, prioritisation and the avoidance of overlaps, as well as any duplication of the basic act in; stresses that this should aim to avoid any duplication of the basic act in delegated acts, but also avoid the situation whereby political decisions which should be resolved within the basic act are instead left to the delegated acts;
2015/09/25
Committee: ECON
Amendment 329 #

2015/2106(INI)

Motion for a resolution
Paragraph 28
28. Calls on the Commission to ensure balanced participation in consultations by reflecting the diversity of stakeholders and providing better conditions for small stakeholders, representatives of civil society and of consumer groups to participate;
2015/09/25
Committee: ECON
Amendment 355 #

2015/2106(INI)

Motion for a resolution
Paragraph 32
32. Stresses the need to respect the interplay, consistency and coherence between the basic acts and delegated and implementing acts; stresses again that major political decisions should be made by the co-legislators within the basic act, and not left to the delegated acts which instead should deal with technical implementation; insists that the Commission and the ESAs, when drafting delegated and implementing acts and guidelines, stick to the empowerments laid down in the basic acts and respect the co- legislators’ agreement;
2015/09/25
Committee: ECON
Amendment 376 #

2015/2106(INI)

Motion for a resolution
Paragraph 38
38. Calls on the ESAs to make use of the their right to request information on how basic acts are applied by Member States; also encourages the ESAs to make use of their product intervention powers where appropriate, and to conduct regular peer reviews of national competent authorities;
2015/09/25
Committee: ECON
Amendment 377 #

2015/2106(INI)

Motion for a resolution
Paragraph 39
39. Calls on the Commission and ESAs to regularly publish consolidated versions of EU financial services regulations on their websites, including a summary which can be accessed and understood by businesses, consumers, civil society organisations and others; believes that the creation of a common register that includes references to national implementation would be an option worth exploring;
2015/09/25
Committee: ECON
Amendment 404 #

2015/2106(INI)

Motion for a resolution
Paragraph 43 – indent 1 a (new)
– the overall effect on financial stability, including an assessment of the likely impact on financial stability had the legislative measures not been taken,
2015/09/25
Committee: ECON
Amendment 407 #

2015/2106(INI)

Motion for a resolution
Paragraph 43 – indent 1 b (new)
– the effect of the new legislative measures on the promotion of far greater transparency in financial markets - to regulators, to investors and to the general public,
2015/09/25
Committee: ECON
Amendment 425 #

2015/2106(INI)

Motion for a resolution
Paragraph 43 – indent 9 a (new)
– an analysis of new threats and risks that have arisen since the legislative measures were passed, or look likely to arise in the future, accompanied by an assessment of how well the legislative framework is able to respond to such threats and risks,
2015/09/25
Committee: ECON
Amendment 56 #

2015/2060(INI)

Motion for a resolution
Paragraph 4 – point a (new)
(a) Considers that, as well as geographical disparity in representation, there are also certain sectors - notably civil society, consumer representatives and employee representatives - who are underrepresented in international discussions regarding financial, monetary and regulatory bodies; calls on the Commission to act to redress this balance as well;
2015/10/15
Committee: ECON
Amendment 93 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 1
- Calls on the Commission to draw on existing best practices at European and national levels to draft a European code of conduct on transparency and accountability designed to guide the action of European representatives in international organisations; requests that the European Parliament should be closely associated in the drafting process;
2015/10/15
Committee: ECON
Amendment 102 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 2
- Recommends, on the basis of the code, working towards global standards of transparency and accountability, regarding the statute, financing and operation of those organisations (including their rela, their interactions with the sector concernedauthorities, stakeholders and the public, their communication and access to their documents) as well as their dialogue with the authorities;
2015/10/15
Committee: ECON
Amendment 108 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 2 a (new)
- Requests that the transparency of international organisations is strengthened, notably by setting up mandatory transparency registers to monitor exchanges with stakeholders and civil society;
2015/10/15
Committee: ECON
Amendment 110 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 2 b (new)
- Recommends that the dialogue between international organisations and stakeholders needs to be diversified, notably by fostering the dialogue with the civil society and NGOs such as consumer organisations;
2015/10/15
Committee: ECON
Amendment 112 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 2 d (new)
- Calls on the European institutions and agencies as well as Member States to promote accountability of each and every international organisation towards democratically elected bodies;
2015/10/15
Committee: ECON
Amendment 113 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 2 e (new)
- Calls on the Commission to perform an impact assessment in the next 3 years determining if private organisations act in the public interest;
2015/10/15
Committee: ECON
Amendment 120 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 3
- Calls for a formalised and regular ‘financial dialogue’ to be organised in - and with - the European Parliament for the purpose of establishing guidelines regarding the adoption of European positions in the run- up to major international negotiations, making sure that these positions are known and ensuring follow-up; the European institutions, the Member States and, where appropriate, the heads of the international organisations concerned would be invited to attend; the nature (public or in camera) and frequency of this dialogue would depend on practical requirements;
2015/10/15
Committee: ECON
Amendment 171 #

2015/2060(INI)

Motion for a resolution
Paragraph 9 – indent 8
- Calls on the EU institutions and Member States to reflect on the practicalities of creating a global financial organisation with wide-ranging powers of coordination, recommendation, arbitration and, where appropriate, penalisation through independent panels; highlights that powers of arbitration should not be delegated to private arbitrage such as ISDS; claims that the aim of this organisation should be to coordinate work and objectives of international organisations mentioned in this report in order to generate global consistency and to create a real level- playing field for all market actors and consumers; stresses that this organisation, as with all such national and international organisations, should be subject to the highest standards of transparency and accountability;
2015/10/15
Committee: ECON
Amendment 27 #

2015/2058(INI)

Draft opinion
Paragraph 3
3. Calls for the establishment of a globally accepted definition of tax havens, of penalties for operators making use of them and of a blacklist of countries that do not combat tax evasion or accept a blacklist to be drawn up of such tax havens and countries distorting competition with favourable tax conditions, including those in the EU, by end of 2015; the definition of tax havens should include but should not be limited to the following: "Provision for tax measures which entail no or nominal taxes, a lack of effective exchange of information with foreign tax authorities and a lack of transparency in legislative, legal or administrative provisions, or where advantages are granted even without any real economic activit,y as has already been called for previouslynd substantial economic presence within country offering such tax advantages";
2015/04/15
Committee: ECON
Amendment 44 #

2015/2058(INI)

Draft opinion
Paragraph 5
5. Calls on EU bodies such as, for instance, the EIB and the EBRD not tonot to cooperate with those jurisdictions or companies that have been deemed to be uncooperative on tax matters, for instance by ensuring that institutions such as the European Investment Bank (EIB) and the European Bank for Reconstruction and Development (EBRD) do not cooperate any longer through their financial intermediaries with non- cooperative tax jurisdictions and by committing not to grant EU funding to companies that breach EU tax standards;
2015/04/15
Committee: ECON
Amendment 57 #

2015/2058(INI)

Draft opinion
Paragraph 7
7. Calls on the OSCE and the G20 to abide by their pledges and adopt the latest BEPS measures in 2015Asks the Commission to fully cooperate with the OECD, the G20 and developing countries to address BEPS and to report regularly to Parliament and the Council on the progress made; welcomes the upcoming revised Commission Action Plan in 2015 on tax evasion and tax avoidance and calls on the Commission to come forward with an EU anti-BEPS Directive;
2015/04/15
Committee: ECON
Amendment 62 #

2015/2058(INI)

Draft opinion
Paragraph 7 a (new)
7a. Calls for a review of existing double taxation agreements in order to allow for a 'fair share' of the tax base to be taxed in developing countries;
2015/04/15
Committee: ECON
Amendment 63 #

2015/2058(INI)

Draft opinion
Paragraph 7 b (new)
7b. Furthermore, calls on the Commission to propose changes to EU company law to effectively ban shell companies and similar entities by introducing for example substance requirements, limitation of multiple directorships etc.
2015/04/15
Committee: ECON
Amendment 70 #

2015/2058(INI)

Draft opinion
Paragraph 9
9. Stresses the urgent need for a study on the impact of international tax treaties, and a 'spillover analysis' of the impacts of Member States' corporate tax regimes and their bilateral tax treaties with developing countries, based on the principles and methodology of studies previously carried out by the International Monetary Fund;
2015/04/15
Committee: ECON
Amendment 78 #

2015/2058(INI)

Draft opinion
Paragraph 10
10. Calls for a code of conduct to be established for governments of the countries concerned in order to ensure tax systems are managed efficiently, stemming from a review of the work of the existing Code of Conduct on Business Taxation Group;
2015/04/15
Committee: ECON
Amendment 91 #

2015/2058(INI)

Draft opinion
Paragraph 12
12. Calls on the EU and the Member States to enforce the recommendations of theprinciple that multinational companies must adopt country-by-country reporting as standard, requiring them to publish as part of their annual report on a country-by-country basis for each territory in which they operate the names of all subsidiaries, their financial performance, relevant tax information, assets and number of employees, and to ensure that this information is publicly available; Calls for CbC reportsing to be implemented for multinational companies in all sectors and in all countries.;
2015/04/15
Committee: ECON
Amendment 94 #

2015/2058(INI)

Draft opinion
Paragraph 12 a (new)
12a. Calls for the establishment of an intergovernmental tax body under the auspices of the United Nations with the aim of ensuring that developing countries can participate on an equal footing in the formulation and reform of global tax policies;
2015/04/15
Committee: ECON
Amendment 95 #

2015/2058(INI)

Draft opinion
Paragraph 12 a (new)
12a. Calls for a swift implementation of the Anti-Money Laundering Directive (AMLD) and the Transfer of Funds Regulation (ToFR); considers, however, that room for improvement remains and urges MSs to use the available flexibility, provided for in particular in the AMLD, towards the use of unrestricted public registers with access to beneficial ownership information for companies, trusts, foundations and other legal entities;
2015/04/15
Committee: ECON
Amendment 192 #

2015/2010(INL)

Motion for a resolution
Recital V – point vii
(vii) whereas the Commission's ongoing investigations into alleged breaches of the Union state aid rules have revealed a degree of uncertaintn unhelpful lack of transparency regarding the way in which those rules should be applied; whereas to rectify this, the Commission should publish binding guidelines to clarify how it will determine instances of tax- related state aid, thereby providing more legal certainty for companies and Member States alike;
2015/10/13
Committee: ECON
Amendment 266 #

2015/2010(INL)

Motion for a resolution
Annex – title 1 – subtitle 4 – indent 1
Extending the scope of the automatic exchange of information beyond cross- border tax rulings to include all tax rulings in the corporate tax area. Information provided must be comprehensive and in a mutually agreed format to ensure that it can be efficiently used by tax authorities in relevant countries.
2015/10/13
Committee: ECON
Amendment 279 #

2015/2010(INL)

Motion for a resolution
Annex – title 1 – subtitle 4 – indent 2 – subparagraph 1 a (new)
In both options, the information provided must be submitted in an agreed, standardised form in order to allow the public to use it effectively.
2015/10/13
Committee: ECON
Amendment 317 #

2015/2010(INL)

Motion for a resolution
Annex – title 2 – subtitle 1 – title
Recommendation B1. Introduction of a Common Consolidated Corporate Tax Base
2015/10/13
Committee: ECON
Amendment 416 #

2015/2010(INL)

Motion for a resolution
Annex – title 3 – subtitle 9 – indent 1 a (new)
As part of this, the Commission should consider the most efficient way of making the results available to relevant users in order to reduce any uncertainty for corporations in the application of tax law.
2015/10/13
Committee: ECON
Amendment 42 #

2015/0068(CNS)

Proposal for a directive
Recital 5
(5) The possibility that the provision of information may be refused where it would lead to the disclosure of a commercial, industrial or professional secret or of a commercial process, or of information whose disclosure would be contrary to public policy should not apply to provisions of mandatory automatic exchange of information on advance cross- border rulings and advance pricing arrangements in order not to reduce the effectiveness of these exchanges. The limited nature of the information that is required to be shared with all Member States should ensure sufficient protection of those commercial interests.
2015/09/24
Committee: ECON
Amendment 48 #

2015/0068(CNS)

Proposal for a directive
Recital 6
(6) In order to reap the benefits of the mandatory automatic exchange of advance cross-border rulings and advance pricing arrangements, the information should be communicated promptlyimmediately after and at the latest one month after the end of the quarter during which after they are issued and therefore regular intervals for the communication of the information should be established (at least twice a year).
2015/09/24
Committee: ECON
Amendment 51 #

2015/0068(CNS)

Proposal for a directive
Recital 7
(7) The mandatory automatic exchange of advance cross-border rulings and advance pricing arrangements should in each case include communication of a defined set of basic information to all Member States. The Commission should adopt any measures necessary to standardise the communication of such information under the procedure laid down in Directive 2011/16/EC for establishing a standard form to be used for the exchange of information. That procedure should also be used in the adoption of any necessary measures and practical arrangements for the implementation of the information exchange.
2015/09/24
Committee: ECON
Amendment 54 #

2015/0068(CNS)

Proposal for a directive
Recital 8
(8) Member States should exchange the basic information to be communicated also with the Commission. This would enable the Commission at any point in time to monitor and evaluate the effective application of the automatic exchange of information on advance cross-border rulings and advance pricing arrangements. Such communication will not discharge a Member State from its obligations to notify any state aid to the Commission.
2015/09/24
Committee: ECON
Amendment 64 #

2015/0068(CNS)

Proposal for a directive
Recital 10
(10) A Member State should be able to rely on Article 5 of Directive 2011/16/EU as regards the exchange of information on request to obtain additional information, including the full text of advance cross- border rulings or advance pricing arrangements, from the Member State having issued such rulings or arrangements.
2015/09/24
Committee: ECON
Amendment 65 #

2015/0068(CNS)

Proposal for a directive
Recital 11
(11) Member States should take all measures necessary to remove any obstacle that might hinder the effective and widest possible mandatory automatic exchange of information on advance cross-border rulings and advance pricing arrangements.
2015/09/24
Committee: ECON
Amendment 71 #

2015/0068(CNS)

Proposal for a directive
Recital 12 a (new)
(12a) In order to enhance transparency for citizens, the Commission should publish an anonymised summary of the main tax rulings agreed in the previous year, based on information contained in the secure central directory. In doing so, the Commission should comply with the confidentiality provisions laid down in Article 23a.
2015/09/24
Committee: ECON
Amendment 75 #

2015/0068(CNS)

Proposal for a directive
Recital 15
(15) The existing provisions regarding confidentiality should be amended to reflect the extension of mandatory automatic exchange of information to advance cross-border rulings and advance pricing arrangements.
2015/09/24
Committee: ECON
Amendment 85 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 1 – point b
Directive 2011/16/EU
Article 3 – point 14 – introductory part
14. 'advance cross-border ruling' means any agreement, communication, or any other instrument or action with similar effects, including one issued in the context of a tax audit, which:
2015/09/24
Committee: ECON
Amendment 87 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 1 – point b
Directive 2011/16/EU
Article 3 – point 14 – point c
(c) relates to a cross-border transaction or to the question of whether or not activities carried on by a legal person in the other Member State create a permanent establishment, and;
2015/09/24
Committee: ECON
Amendment 88 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 1 – point b
Directive 2011/16/EU
Article 3 – point 14 – subparagraph 2
The cross-border transaction may involve, but is not restricted to, the making of investments, the provision of goods, services, finance or the use of tangible or intangible assets and does not have to directly involve the person receiving the advance cross-border ruling;
2015/09/24
Committee: ECON
Amendment 89 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 1 – point b
Directive 2011/16/EU
Article 3 – point 15 – subparagraph 1
'advance pricing arrangement' means any agreement, communication or any other instrument or action with similar effects, including one issued in the context of a tax audit, given by, or on behalf of, the government or the tax authority of one or more Member States, including any territorial or administrative subdivision thereof, to any person that determines in advance of cross-border transactions between associated enterprises, an appropriate set of criteria for the determination of the transfer pricing for those transactions or determines the attribution of profits to a permanent establishment.
2015/09/24
Committee: ECON
Amendment 104 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 1
1. The competent authority of a Member State issuing or amending an advance cross-border ruling or an advance pricing arrangement after the date of entry into force of this Directive shall, by automatic exchange, communicate information thereon to the competent authorities of all other Member States as well as to the European Commission.
2015/09/24
Committee: ECON
Amendment 110 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 2
2. The competent authority of a Member State shall also communicate information to the competent authorities of all other Member States as well as to the European Commission on advance cross-border rulings and advance pricing arrangements issued within a period beginning ten years before the entry into force but still valid on the date of entry into force of this Directive;
2015/09/24
Committee: ECON
Amendment 122 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 4 – point a
(a) in respect of the information exchanged pursuant to paragraph 1: withinimmediately after and at the latest one month followingafter the end of the quarter during which the advance cross-border rulings or advance pricing arrangements have been issued or amended.
2015/09/24
Committee: ECON
Amendment 124 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 4 – point b
(b) in respect of the information exchanged pursuant to paragraph 2: before 31 December 2016within three months following the entry into force;
2015/09/24
Committee: ECON
Amendment 127 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 5 – point b
(b) the content of the advance cross-border ruling or advance pricing arrangement, including a description of the relevant business activities or transactions or series of transactions;
2015/09/24
Committee: ECON
Amendment 129 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 5 – point d
(d) the identification of the other Member States likely to be directly or indirectly concerned by the advance cross-border ruling or advance pricing arrangement;
2015/09/24
Committee: ECON
Amendment 130 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 5 – point e
(e) the identification of any person, other than a natural person, in the other Member States likely to be directly or indirectly affected by the advance cross-border ruling or advance pricing arrangement (indicating to which Member State the affected persons are linked).
2015/09/24
Committee: ECON
Amendment 131 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 5 – point e a (new)
(ea) as soon as it is available, the European Tax identification Number (TIN) as outlined in the Commission's Action Plan on the fight against tax fraud and tax evasion of 2012.
2015/09/24
Committee: ECON
Amendment 135 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8a – paragraph 5 a (new)
5a. Member States shall require each issuer to annually publicly disclose, specifying by Member State and by third country in which it has a subsidiary, the following information on a consolidated basis for the financial year : (a) name(s), nature of activities and geographical location, (b) turnover, (c) number of employees on a full-time equivalent basis, (d) profit or loss before tax, (e) tax on profit or loss, (f) public subsidies received.
2015/09/24
Committee: ECON
Amendment 146 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 3
Directive 2011/16/EU
Article 8b – paragraph 2 a (new)
2a. Before 1 October 2017, and on an annual basis thereafter, the Commission shall publish an anonymised summary of the main tax rulings agreed in the previous year, based on information contained in the secure central directory. In doing so, the Commission shall comply with the confidentiality provisions laid down in Article 23a.
2015/09/24
Committee: ECON
Amendment 157 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 5
Directive 2011/16/EU
Article 20 – paragraph 5
5. The automatic exchange of information on advance cross-border rulings and advance pricing arrangements pursuant to Article 8a shall be carried out using a standard form once that form has been adopted by the Commission in accordance with the procedure referred to in Article 26(2).
2015/09/24
Committee: ECON
Amendment 161 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 6
Directive 2011/16/EU
Article 21 – paragraph 5
5. TOn 31 December 2016 at the latest, the Commission shall develop a secure central directory where information to be communicated in the framework of Article 8a of this Directive mayust be recorded in order to satisfy the automatic exchange provided for in paragraphs 1 and 2 of Article 8a. The Commission shall have access to the information recorded in this directory. The necessary practical arrangements shall be adopted by the Commission in accordance with the procedure referred to in Article 26(2).
2015/09/24
Committee: ECON
Amendment 173 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 8 a (new)
The following Article is inserted: “Article 23b The Commission must examine all sanctions to be established in instances of refusal or omission of information exchange.”
2015/09/24
Committee: ECON
Amendment 174 #

2015/0068(CNS)

Proposal for a directive
Article 1 – paragraph 1 – point 8 b (new)
Directive 2011/16/EU
Article 23 c (new)
The following Article is inserted: “Article 23c The Commission should accommodate and extend the working methods and the established criteria in the code of conduct in order to fight against the emergence of new forms of harmful fiscal practices within the present economic environment.”
2015/09/24
Committee: ECON
Amendment 591 #

2015/0009(COD)

Proposal for a regulation
Article 1 – paragraph 2
2. The EFSI Agreement shall be open to accession by Member States. Subject to the consent of existing contributors, the EFSI Agreement shall also be open to accession by other third parties within the European Union, including national promotional banks or public agencies owned or controlled by Member States, and private sector entities.
2015/03/25
Committee: BUDGECON
Amendment 695 #

2015/0009(COD)

Proposal for a regulation
Article 2 – paragraph 2 – subparagraph 1
The EFSI Agreement shall provide for the creation of a European Investment Advisory Hub ('EIAH') within the EIB. The EIAH shall have as its objective to build upon existing EIB and Commission advisory services in order to provide advisory support for investment project identification, preparation and development and act as a single technical advisory hub for project financing within the Union. This shall include support on the use of technical assistance for project structuring, attracting private sector investment, use of innovative financial instruments, use of public-private partnerships and advice, as appropriate, on relevant issues of EU legislation.
2015/03/25
Committee: BUDGECON
Amendment 722 #

2015/0009(COD)

Proposal for a regulation
Article 2 – paragraph 2 – subparagraph 3
The EIAH shall be partially financed by the Union up to a maximum amount of EUR 20 000 000 per year during the period ending on 31 December 2020 for the additional services provided for by the EIAH over existing EIB technical assistance. For the years after 2020 the financial contribution from the Union shall be directly linked to the provisions included in the future multi-annual financial frameworks. The Commission shall make every effort to create synergies between the Union's numerous funding and investment advisory services. The EIAH should be capable of signposting to all other EU funding streams.
2015/03/25
Committee: BUDGECON
Amendment 858 #

2015/0009(COD)

Proposal for a regulation
Article 3 – paragraph 5 – subparagraph 2
The Investment Committee shall be composed of sixeight independent experts and the Managing Director. Independent experts shall have a high level of relevant market experience in project finance andstructuring and projects financing as well as macroeconomic expertise. The Investment Committee shall encompass a broad range of expertise in various sectors, such as research, development and innovation, SMEs, and transport. It will also contain a mix of long-term and short-term investment expertise. It shall be appointed by the Steering Board for a renewable fixed term of three years.
2015/03/25
Committee: BUDGECON
Amendment 909 #

2015/0009(COD)

Proposal for a regulation
Article 5 – paragraph 1 a (new)
1a. High quality and up-to-date data is critical to EFSI's success and its analysis. The steering board must, in collaboration stakeholders, agree a framework for the data required to support preparation, assurance and scrutiny of projects. This data collection should be broad enough in scope, and continue for as long as is necessary for independent researchers to properly analyse success or failure and should be publicly available.
2015/03/25
Committee: BUDGECON
Amendment 920 #

2015/0009(COD)

Proposal for a regulation
Article 5 – paragraph 2 – subparagraph 1 – introductory part
The EU guarantee shall be granted for EIB financing and investment operations approved by the Investment Committee referred to in Article 3(5) or funding to the EIF in order to conduct EIB financing and investment operations in accordance with Article 7(2). The operations concerned shall be consistent with Union policies andmust support anyt least some of the following general objectives:
2015/03/25
Committee: BUDGECON
Amendment 1006 #

2015/0009(COD)

Proposal for a regulation
Article 5 – paragraph 2 – subparagraph 1 – point e a (new)
(ea) (f) creation of sustainable employment; (g) development of digital infrastructure, information and communications technology and innovation including cultural and creative industries;
2015/03/25
Committee: BUDGECON
Amendment 1076 #

2015/0009(COD)

Proposal for a regulation
Article 5 a (new)
Article 5 a Public Assets Where private actors will be delivering and maintaining public assets over time, contracts that include an EU guarantee should have clear contractual arrangements to ensure that charges levied are both reasonable and equitable, reflecting appropriate allocation of risk between different parties.
2015/03/25
Committee: BUDGECON
Amendment 1217 #

2015/0009(COD)

Proposal for a regulation
Article 9 – paragraph 3 a (new)
3a. The pipeline should be highly visible and user-friendly for all targeted users
2015/03/19
Committee: BUDGECON
Amendment 1222 #

2015/0009(COD)

Proposal for a regulation
Article 10 – paragraph 1
1. The EIB, in cooperation with the EIF as appropriate, shall report semi-annually to the European Parliament, the Council and the Commission on EIB financing and investment operations under this Regulation. The report shall include an assessment of compliance with the requirements on the use of the EU guarantee and the key performance indicators established pursuant to Article 2(1)(g). The report shall also include statistical, financial and accounting data on each EIB financing and investment operation and on an aggregated basis.
2015/03/19
Committee: BUDGECON
Amendment 1303 #

2015/0009(COD)

Proposal for a regulation
Article 11 – paragraph 3 a (new)
3a. In the event that EFSI invests in projects that go against the principles outlined in this document, steering board members will be held accountable by The European Parliament, which may remove board members.
2015/03/19
Committee: BUDGECON
Amendment 1369 #

2015/0009(COD)

Proposal for a regulation
Article 16 – paragraph 1
1. In its financing and investment operations, the EIB shall not support any activities carried out for illegal purposes, including money laundering, financing of terrorism, tax fraud and tax evasion, corruption, or fraud affecting the financial interests of the Union. In particular the EIB shall not participate in any financing or investment operation through a vehicle located in a non-cooperative jurisdiction, in line with its policy towards weakly regulated or non-cooperative jurisdictions based on policies of the Union, the Organisation for Economic Cooperation and Development or the Financial Action Task Force. EFSI shall not be used to support the privatisation of public services.
2015/03/19
Committee: BUDGECON
Amendment 1395 #

2015/0009(COD)

Proposal for a regulation
Article 18
Regulation (EU) No 1291/2013
Article 6, paragraphs 1, 2 and 3
[...]deleted
2015/03/19
Committee: BUDGECON
Amendment 1438 #

2015/0009(COD)

Proposal for a regulation
Article 19
Regulation (EU) No 1316/2013
Article 5
In Article 5 of Regulation (EU) No 1316/2013, paragraph 1 is replaced by the following: ‘ 1. The financial envelope for the implementation of the CEF for the period 2014 to 2020 is set at EUR 29 942 259 000 (*) in current prices. That amount shall be distributed as follows: (a) transport sector: EUR 23 550 582 000, of which EUR 11 305 500 000 shall be transferred from the Cohesion Fund to be spent in line with this Regulation exclusively in Member States eligible for funding from the Cohesion Fund; (b) telecommunications sector: EUR 1 041 602 000; (c) energy sector: EUR 5 350 075 000. These amounts are without prejudice to the application of the flexibility mechanism provided for under Council Regulation (EU, Euratom) No 1311/2013(*). (*) Council Regulation (EU, Euratom) No 1311/2013 of 2 December 2013 laying down the multiannual financial framework for the years 2014-20 (OJ L 347, 20.12.2013, p. 884). ’19 deleted Amendment to Regulation (EU) No 1316/2013
2015/03/19
Committee: BUDGECON
Amendment 762 #

2014/2228(INI)

Motion for a resolution
Paragraph 1 – point d – point xiv
(xiv) to ensure that foreign investors are treated in a non-discriminatory fashion and have a fair opportunity to seek and achieve redress of grievances, which can be achieved withoutle benefiting from no greater rights than domestic investors; to oppose the inclusion of an ISDS mechanism; such a mechanism is not necessary in TTIP given the EU’s and the US’ developed legal systems; a state-to- state dispute settlement system and the use of national courts are the most appropriate tools to address investment disputin TTIP, as other options to enforce investment protection are available, such as domestic remedies;
2015/03/30
Committee: INTA
Amendment 2 #

2014/2158(INI)

Motion for a resolution
Citation 2
– having regard to the Treaty on the Functioning of the European Union (TFEU), in particular Articles 14 and 101- 109 thereof, the annexed Protocol (No 26) on Services of General Interest and the Charter of the Fundamental Rights of the European Union, in particular Articles 34 and 36,
2014/12/17
Committee: ECON
Amendment 23 #

2014/2158(INI)

Motion for a resolution
Recital A
A. whereas too many sectors within the single market remain divided by national borders and artificial barriers, while on the other hand important issues of subsidiary economic impact, e.g.and at the same time worrying practices such as social dumping or the misuse of structural fund use,s raise concerns and shouldthat need to be addressed within the framework of EU competition policy;
2014/12/17
Committee: ECON
Amendment 104 #

2014/2158(INI)

Motion for a resolution
Paragraph 5
5. Notes that SGEIs represent a significant share of total service provision in Member States, and maintains that their more efficient provision can deliver significant gains;; reaffirms the importance of the SGEI designation for universally accessible services of vital significance to European citizens, from healthcare to social security to housing provision, while at the same time stressesing the Commission’s responsibility to ensure that compensation granted to SGEIs is compatible with EU state aid rules; expresses its concern regarding the exemption of too many services from the scrutiny of competition authorities;
2014/12/17
Committee: ECON
Amendment 150 #

2014/2158(INI)

Motion for a resolution
Paragraph 12
12. Stresses the importance of affordability, sustainability and security of energy supply; considers competition policy to be of vital importance in encouraging the unbundling andof wholesale from retail services in order to prevent anti-competitive practices and to addressing the current fragmentation of the market; stresrecognises that, while the regulation of state aid in this field must be carried out in the same spirit as in any other, certain forms of aid for renewable energy are compatible with the internal market, such as the use of fixed-price Feed-in Tariffs in order to stimulate community renewable energy schemes; calls on the Commission to ensure that all guidelines it produces respect the legislative context, in the light of concerns about the haste and scope of the Commission’s new ‘Guidelines on State Aid for Environmental Protection and Energy’; and acknowledges that the new Guidelines are already restricting some Member States’ attempts to promote renewable energy, particularly community renewable energy projects;
2014/12/17
Committee: ECON
Amendment 201 #

2014/2158(INI)

Motion for a resolution
Paragraph 15
15. Believes that the externalities of developments in this sector should be carefully monitored; expresses its concern at the development of different standards among equal competitors as a consequence of the standardisation of financial regulations, particularly where this has the potential to lead to a ‘race to the bottom’;
2014/12/17
Committee: ECON
Amendment 203 #

2014/2158(INI)

Motion for a resolution
Paragraph 16
16. Notes the considerable advances that have been made in EU banking regulation since 2008, and particularly in 2013; believes that a comprehensive analysis of the competitive aspects of this large amount of new EU financial regulation is in order;
2014/12/17
Committee: ECON
Amendment 215 #

2014/2158(INI)

Motion for a resolution
Paragraph 17 a (new)
17a. Calls on the Commission, following its recent review into the economic impact of modern retail on choice and innovation in the EU food sector, to consider the potential impact of large supermarkets dominating the market to such an extent that their collective buying power distorts competition among supply chains, both in Europe and the developing world;
2014/12/17
Committee: ECON
Amendment 218 #

2014/2158(INI)

Motion for a resolution
Paragraph 18
18. Notes that this sector is fragmented owing to national regulation; welcomes the contribution of EU competition policy in tackling artificial barriers to entry, and reaffirms the importance of the SGEI designation for healthcare in particular;
2014/12/17
Committee: ECON
Amendment 221 #

2014/2158(INI)

Motion for a resolution
Paragraph 19
19. Recognises the need in the transport sector for a level playing field which allows free but also fair competition that promotes high-quality secure jobs, improved passenger services and efficient distribution of goods and services;
2014/12/17
Committee: ECON
Amendment 236 #

2014/2158(INI)

Motion for a resolution
Paragraph 20
20. Expresses its concern at the abuse of cabotage regulation in road transport and at potential social dumping within variouspractices within transport services, and more widely; believes these problemsactices create unfair competitive advantages and must be addressed;
2014/12/17
Committee: ECON
Amendment 240 #

2014/2158(INI)

Motion for a resolution
Paragraph 20 a (new)
20a. Stresses that efforts to encourage a competitive EU must at all times work in the public’s interest; recognises the relationship between an effective EU competition policy and the need for large scale investment in vital public services including transport services;
2014/12/17
Committee: ECON
Amendment 244 #

2014/2158(INI)

Motion for a resolution
Paragraph 21
21. Supports the inclusion of a competition chapter within the Transatlantic Trade and Investment Partnership Agreement, with provisions coveringon antitrust, mergers, state- owned enterprises and subsidies, within the Transatlantic Trade and Investment Partnership Agreementbringing US standards up to the level of EU standards;
2014/12/17
Committee: ECON
Amendment 272 #

2014/2158(INI)

Motion for a resolution
Paragraph 27 a (new)
27a. Calls on the Commission to conclude its ongoing investigations into tax rulings as speedily as possible; at the same time to consider the wider implications for competition of aggressive tax avoidance practices undertaken by companies and encouraged by states; and to investigate the possibility that current tax practices across the Union are in fact inherently anti-competitive and damaging to the Single Market;
2014/12/17
Committee: ECON
Amendment 47 #

2014/2156(INI)

Motion for a resolution
Paragraph 4
4. Takes note in that context of the establishment of a Task Force, led by the Commission and the European Investment Bank, with a view to identifying concrete actions to boost investment, including a pipeline of potentially viable projects of European relevance to be realised in the short and medium term; emphasises that this Task Force should explicitly identify hurdles and remedies for increasing investments and actively seek the involvement of Parliament, social partners and CSOs, and should be as transparent as possible in setting out the criteria that it will use to determine the projects that will be deemed suitable for inclusion in the pipeline;
2014/12/16
Committee: ECON
Amendment 80 #

2014/2156(INI)

Motion for a resolution
Paragraph 10
10. Calls on the Commission and the EIB to foster the inclusion of investment in the human capital within its scope of action, especially iwith a clear social benefit, including increased levels of employment, within its scope of action, with a particular focus on creating employment opportunities for young people, and on Member States with high levels of unemployment and low rates of productivity;
2014/12/16
Committee: ECON
Amendment 157 #

2014/2156(INI)

Motion for a resolution
Paragraph 24
24. Calls on the EIB to refrain from cooperation with financial intermediaries having a negative track record in terms of transparency, tax evasion or aggressive tax avoidance practices, fraud, corruption or environmental and social impacts or with no substantial local ownership; highlights the need for more comprehensive transparency regarding global loans, since the current very limited disclosure possibilities do not permit rigorous scrutiny of the impact of this type of indirect lending;
2014/12/16
Committee: ECON
Amendment 1 #

2014/2144(INI)

Motion for a resolution
Citation 1
– having regard to Article 3 of the Treaty on European Union (TEU) and; to Articles 26, 110-115 and 120 of the Treaty on the Functioning of the European Union (TFEU); and to Article 208 of the Lisbon Treaty,
2014/12/19
Committee: ECON
Amendment 5 #

2014/2144(INI)

Motion for a resolution
Citation 40 a (new)
- having regard to the Commission communication of 26 November 2014 on 'An Investment Plan for Europe' (COM(2014)903),
2014/12/19
Committee: ECON
Amendment 10 #

2014/2144(INI)

Motion for a resolution
Recital A a (new)
Aa. whereas the loss of such tax revenue means that there is less public money available for investment, which in turn means that less additional private investment can be stimulated, at a time when the Commission's stated focus is on jobs, growth and investment;
2014/12/19
Committee: ECON
Amendment 11 #

2014/2144(INI)

Motion for a resolution
Recital A b (new)
Ab. whereas recent scandals have demonstrated that certain companies, and certain Member States, have colluded to establish minimal tax rates that are fundamentally anti-competitive and run counter to the principles of the Single Market;
2014/12/19
Committee: ECON
Amendment 17 #

2014/2144(INI)

Motion for a resolution
Recital D
D. whereas many businesses, in particular multinationals, commonly structure their global tax position in a way that allows profit shifting towards lower tax jurisdictions or seek to secure preferential treatment to reduce their tax payments, a practice highlighted by recent revelations, public reaction to which has demonstrated that citizens across the Union are looking to their political leaders to take action to end such practices;
2014/12/19
Committee: ECON
Amendment 140 #

2014/2144(INI)

Motion for a resolution
Paragraph 10 a (new)
10a. Calls on the Commission to make tackling tax evasion a top priority, and to come up with wide-ranging and effective proposals against tax havens and avoidance in the first six months of 2015;
2014/12/19
Committee: ECON
Amendment 141 #

2014/2144(INI)

Motion for a resolution
Paragraph 11
11. Requests thatCalls on the Commission to introduce tangible targets for reducing the tax gap at European and national levels so as to, as part of these proposals, a commitment to, and tangible targets for, halveing the tax gap by 202023 ; __________________ 23 European Parliament resolution of 12 December 2013 on the call for a measurable and binding commitment against tax evasion and tax avoidance in the EU (texts adopted, P7_TA(2013)0593).
2014/12/19
Committee: ECON
Amendment 143 #

2014/2144(INI)

Motion for a resolution
Paragraph 11 a (new)
11a. Calls on the Commission to deliver this ambition by introducing: (i) public country-by-country reporting for cross-border companies in all sectors and in all the countries in which they operate, building on the introduction of this practice for the banking and extractive industries; (ii) a common EU position, agreed by the Member States, and a set of criteria for the definition of tax havens, alongside a public European blacklist of tax havens; (iii) a public European blacklist of companies known to be engaging in tax fraud, and the suspension or revocation of the banking licences of financial institutions if they assist in tax fraud;
2014/12/19
Committee: ECON
Amendment 147 #

2014/2144(INI)

Motion for a resolution
Paragraph 12 a (new)
12a. Calls on the Commission and on Member States to support the establishment of an intergovernmental tax body under the auspices of the United Nations with the aim of ensuring that developing countries can participate on an equal footing in the development and reform of global tax policies;
2014/12/19
Committee: ECON
Amendment 149 #

2014/2144(INI)

Motion for a resolution
Paragraph 12 b (new)
12b. Calls on Member States to engage developing countries in the exchange of information by starting Global Forum pilot projects with developing countries that are not yet ready to sign or implement Multilateral Competent Authority Agreements (MCAA); and include developing countries by allowing them a transitional period towards reciprocal Automatic Exchange of Information, during which they receive information only;
2014/12/19
Committee: ECON
Amendment 150 #

2014/2144(INI)

Motion for a resolution
Paragraph 12 c (new)
12c. Calls on Member States to conduct a spill-over analysis of national tax policies in order to assess the impacts on developing countries; and to remove or reform those policies and practices that have negative impacts on developing countries in order to strengthen policy coherence for global development and ensure international cooperation in tax matters;
2014/12/19
Committee: ECON
Amendment 151 #

2014/2144(INI)

Motion for a resolution
Paragraph 13
13. Welcomes country-by-country (CbC) reporting; calls on the Commission to introduce as a next step CbC reporting for cross-border companies in all sectors and in all the countries in which they operate;deleted
2014/12/19
Committee: ECON
Amendment 165 #

2014/2144(INI)

Motion for a resolution
Paragraph 14
14. Requests that information excall Member States enhangce is extended to cross-border tax rulings to ensure that all companies operating in the EU fulfil their obligations in all MSs and enhance transparencytransparency and reduce the risk of aggressive tax planning by making cross-border tax rulings available to the public;
2014/12/19
Committee: ECON
Amendment 187 #

2014/2144(INI)

Motion for a resolution
Paragraph 16
16. Calls on the Commission to propose, and on MSs to agree on, a common EU position and a set of criteria for the definition of tax havens; recalls the call for appropriate measures, including a public European blacklist of tax havens, by 31 December 2014;deleted
2014/12/19
Committee: ECON
Amendment 197 #

2014/2144(INI)

Motion for a resolution
Paragraph 17
17. Calls for authorities to suspend or revoke the banking licences of financial institutions if they assist in tax fraud;deleted
2014/12/19
Committee: ECON
Amendment 211 #

2014/2144(INI)

Motion for a resolution
Paragraph 18 a (new)
18a. Calls on the Council to support unrestricted public access to beneficial ownership information for companies and trusts in the 4th Anti-Money Laundering Directive;
2014/12/19
Committee: ECON
Amendment 213 #

2014/2144(INI)

Motion for a resolution
Paragraph 18 b (new)
18b. Calls on all Member States to publish an impact assessment of their Special Purpose Entities and similar legal constructs, as well as data showing the flow of investments through such entities in their countries; furthermore, calls on Member States to introduce sufficiently strong substance requirements for all such entities to ensure that they cannot be abused for tax purposes;
2014/12/19
Committee: ECON
Amendment 216 #

2014/2144(INI)

Motion for a resolution
Paragraph 19
19. Calls upon the Commission to intensify its use of EU state aid rules against aggressive tax planning, and to recognise that these practices are fundamentally anti-competitive and impede the ability of European SMEs to compete on a level playing field;
2014/12/19
Committee: ECON
Amendment 273 #

2014/0091(COD)

Proposal for a directive
Recital 2 a (new)
(2a) This minimum harmonisation Directive should fully respect the principles of subsidiarity and proportionality and should not preclude Member States from maintaining or introducing further provisions in order to protect members and beneficiaries, provided that such provisions are consistent with Member States' obligations under Union law. This Directive should not concern issues of national social, labour and tax law, and contract legislation nor the adequacy of pension provisions in Member States.
2015/10/05
Committee: ECON
Amendment 312 #

2014/0091(COD)

Proposal for a directive
Recital 9
(9) In accordance with the principle of subsidiarity, Member States should retain full responsibility for the organisation of their pension systems as well as for the decision on the role of each of the three ‘pillars’ of the retirement system in individual Member States. In the context of the second pillar, they should also retain full responsibility for the role and functions of the various institutions providing occupational retirement benefits, such as industry-wide pension funds, company pension funds and life-assurance companies. This Directive is not intended toshould not call thise prerogative of Member States into question.
2015/10/05
Committee: ECON
Amendment 322 #

2014/0091(COD)

Proposal for a directive
Recital 12
(12) Financial institutions which already benefit from a Union legislative framework should in general be excluded from the scope of this Directive. However, as these institutions may also in some cases offer occupational pension services, it is important to, as set out in recital 60a, which ensures that this Directive does not lead to distortions of competition. Such distortions may be avoided by applying the prudential requirements of this Directive to the occupational pension business of life-assurance companies. The Commission should also carefully monitor the situation in the occupational pensions market and assess the possibility of extending the optional application of this Directive to other regulated financial institutions.
2015/10/05
Committee: ECON
Amendment 345 #

2014/0091(COD)

Proposal for a directive
Recital 20 a (new)
(20a) Institutions for occupational retirement provision are a vital part of the European economy, holding assets worth €2.5 trillion on behalf of around 75 million Europeans.
2015/10/05
Committee: ECON
Amendment 399 #

2014/0091(COD)

Proposal for a directive
Recital 41
(41) It is essential that institutions improve their risk management so that potential vulnerabilities in relation to the sustainability of the pension scheme can be properly understood and discussed with the competent authorities. Institutions should, as part of their risk management system, produce a risk evaluationassessment for their activities relating to pensions. That risk evaluationassessment should also be made available to the competent authorities. In that evaluation institutions should provide among oth, and should cover, inters a qualitative description of key elements determining their funding position in accordance with national law, the effectiveness of their risk- management system and the ability to comply with the requirements regarding technical provisions. This risk evaluation should include new or emerging risks, such as risks related to climate change, resource use or the environmentlia, environmental, social and governance risks.
2015/10/05
Committee: ECON
Amendment 408 #

2014/0091(COD)

Proposal for a directive
Recital 45
(45) The safe-keeping and oversight duties related to the assets of institutions should be strengthened by clarifying the depositary’s roles and duties. Only iInstitutions operating schemes where members and beneficiaries bear all the risks and where equivalent protections are not already in place, should be required to appoint a depositary.
2015/10/05
Committee: ECON
Amendment 418 #

2014/0091(COD)

Proposal for a directive
Recital 48
(48) For the institution's members that have not yet retired, institutions should draw up a standardised pension benefit statement containing key personal and genericappropriate and relevant information about the pension scheme. The pension benefit statement should have a standard format in order to facilitate the understanding of pension entitlements over time and across schemes and serve labour mobility.
2015/10/05
Committee: ECON
Amendment 434 #

2014/0091(COD)

Proposal for a directive
Recital 60 a (new)
(60a) The further development at Union level of solvency models, such as the Holistic Balance Sheet (HBS), is not realistic in practical terms and not effective in terms of costs and benefits, particularly given the diversity of institutions within and across Member States. No quantitative capital requirements - such as Solvency II or Holistic Balance Sheet models derived therefrom - should therefore be developed at the Union level with regard to institutions for occupational retirement provision, as they could potentially decrease the willingness of employers to provide occupational pensions.
2015/10/05
Committee: ECON
Amendment 443 #

2014/0091(COD)

Proposal for a directive
Article 5 – paragraph 1
With the exception of Articles 34 to 37 20, 22(1-5), 32-34, 35(3), 38 and 39, Member States may choose not to apply this Directive, in whole or in part, to any institution located in their territories which operates pension schemes which together have less than 100 members in total. Subject to Article 2(2), such institutions shall nevertheless be given the right to apply this Directive on a voluntary basis. Article 12 may be applied only if all the other provisions of this Directive apply.
2015/10/20
Committee: ECON
Amendment 525 #

2014/0091(COD)

Proposal for a directive
Article 20 – paragraph 1 – subparagraph 1 – point a
(a) the assets shall be invested in the long- term best interests of members and beneficiaries as a whole. In the case of a potential conflict of interest, the institution, or the entity which manages its portfolio, shall ensure that the investment is made in the sole interest of members and beneficiaries;
2015/10/20
Committee: ECON
Amendment 527 #

2014/0091(COD)

Proposal for a directive
Article 20 – paragraph 1 – subparagraph 1 – point a a (new)
(aa) in doing so, the institution is empowered to have regard to: (i) the likely long-term consequences of any investment decisions; (ii) the impact of any investment activities on financial stability and the wider economy, as well as on communities and the environment; (iii) environment, social and governance implications as part of the return on investment; (iv) the views, including the social and ethical views, of the beneficiaries;
2015/10/20
Committee: ECON
Amendment 552 #

2014/0091(COD)

Proposal for a directive
Article 23 – paragraph 1 – point a
(a) their professional qualifications, knowledge and experience are adequate to enable them to ensure a sound and prudent management of the institution and to properly carry out their key funccollectively adequate in relation to the activities performed for the institutions (requirement to be fit); and
2015/10/20
Committee: ECON
Amendment 589 #

2014/0091(COD)

Proposal for a directive
Article 26 – paragraph 2 – point f a (new)
(fa) a qualitative assessment of environmental, social and governance risks associated with the investment portfolio and the management thereof.
2015/10/20
Committee: ECON
Amendment 614 #

2014/0091(COD)

Proposal for a directive
Article 31 – paragraph 1
Member States shall require every institution located in their territories to draw up and publicly disclose annual accounts and annual reports taking into account each pension scheme operated by the institution and, where applicable, annual accounts and annual reports for each pension scheme. The annual accounts and the annual reports shall give a true and fair view of the institution’s assets, liabilities and financial position, and include disclosure of major investment holdings. The annual accounts and information in the reports shall be consistent, comprehensive, fairly presented and duly approved by authorised persons, in accordance with national law.
2015/10/20
Committee: ECON
Amendment 616 #

2014/0091(COD)

Proposal for a directive
Article 32 – paragraph 1
Member States shall ensure that every institution located in their territories prepares, publicly discloses and, at least every three years, reviews a written statement of investment- policy principles. That statement is to be revised without delay after any significant change in the investment policy. Member States shall provide for this statement to contain, at least, such matters as the investment risk measurement methods, the risk- management processes implemented and the strategic asset allocation with respect to the nature and duration of pension liabilities. and approach to engagement, without prejudice to amendments to Directive 2007/36/EC. Member States shall ensure that every institution publicly discloses on an annual basis how this policy has been implemented, and the results thereof.
2015/10/20
Committee: ECON
Amendment 621 #

2014/0091(COD)

Proposal for a directive
Article 35 – paragraph 1
1. For each occupational pension scheme in which members and beneficiaries fully bear the investment risk, the home Member State shallwhere national law of the home Member State does not provide protection for safe-keeping assets and oversight duties equivalent to Articles 36 and 37, and where a depositary has not already been appointed in relation to pension scheme assets in financial products in accordance with Directives 2011/61/EU or 2009/65/EU, Member States may require the institution to appoint a single depositary for safe-keeping of assets and oversight duties in accordance with Articles 36 and 37.
2015/10/20
Committee: ECON
Amendment 634 #

2014/0091(COD)

Proposal for a directive
Article 40
(1) Member States shall require institutions to draw up a document containing key information for each member (the ‘pension benefit statement’). (2) Member States shall ensure that the information contained in the pension benefit statement is updated and sent to each member at least once every twelve months and free of charge. (3) Any material change to the information contained in the pension benefit statement compared to the previous year shall be clearly explained in an accompanying letter.Article 40 deleted Frequency and changes
2015/10/20
Committee: ECON
Amendment 639 #

2014/0091(COD)

Proposal for a directive
Article 40 a (new)
Article 40a Pension Benefit Statement 1. Member States shall require institutions to draw up a document containing key relevant information for each member. The title of the document shall contain the words ‘Pension Benefit Statement’. 2. Member States shall require that the information contained in the pension benefit statement is updated and sent to each member, free of charge, at least annually. 3. When laying down rules for the pension benefit statement, Member States shall require that it contains the key relevant information for the members, taking into consideration the specific nature of national pension systems and of relevant national social, labour and tax law. 4. Within the framework of this Directive, key relevant information for members shall include: (a) personal details of the member, including a clear indication of the date of the statutory retirement or the date when retirement benefits are due; (b) identification of the institution and identification of the pension scheme of the member; (c) where applicable, any information on full or partial guarantees under the pension scheme. Where no guarantee is provided, this should be indicated. Where a guarantee is provided, the pension benefit statement shall briefly explain the nature of the guarantee and provide information on the current level of financing of the member’s accrued individual entitlements; (d) information on pension projections, taking into consideration the specific nature and organisation of the pension scheme; (e) information on the member’s individual total accumulated entitlements or contributions and costs of the pension scheme, taking into consideration the specific nature and organisation of the pension scheme; (f) information on the investment profile, taking into consideration the specific nature of the pension scheme; (g) for schemes without full or partial guarantees, information on the total sum of the costs deducted from the member’s accumulated contributions over the previous twelve months (or, if the member has joined the scheme within the previous twelve month period, the sum of the costs deducted from their contributions since joining); this information should include accounting for all costs relating to the scheme (including those concerning administration, safekeeping and portfolio transaction charges) and should be reported in a standardised, easily comparable manner; (h) information on the past performance of the pension scheme, taking into account the specific nature of the pension scheme. (i) where and how to obtain further information relating to the institution or pension scheme, including the information specified in Article 32; 5. Member States shall exchange best practices with regard to the format and the content of the pension benefit statement.
2015/10/20
Committee: ECON
Amendment 641 #

2014/0091(COD)

Proposal for a directive
Article 40 b (new)
Article 40b Requests for additional information 1. Upon request (by a member, a beneficiary or their representatives), the institution shall provide the following additional information: (a) the annual accounts and annual reports referred to in Article 31, or - where an institution is responsible for more than one scheme - the accounts and reports relating to the member’s particular pension scheme; (b) the statement of investment policy principles referred to in Article 32; (c) in circumstances where the member bears the investment risk, the range of investment options (if applicable) and the actual investment portfolio; (d) the arrangements relating to the transfer of pension rights to another institution for occupational retirement provision in the event of termination of the employment relationship.
2015/10/20
Committee: ECON
Amendment 642 #

2014/0091(COD)

Proposal for a directive
Article 41
1. The information provided in the pension benefit statement shall be comprehensible without reference to other documents. 2. Member States shall ensure that the pension benefit statement is available in an official language of the Member State whose social and labour law relevant to the field of occupational pension schemes is applicable to the relationship between the sponsoring undertaking or the institution on the one hand and the members or the beneficiaries on the other.Article 41 deleted Comprehensibility and language
2015/10/20
Committee: ECON
Amendment 644 #

2014/0091(COD)

Proposal for a directive
Article 42
The pension benefit statement shall use characters of easily readable size and shall not be longer than two pages of A4- sized paper when printed.Article 42 deleted Length
2015/10/20
Committee: ECON
Amendment 647 #

2014/0091(COD)

Proposal for a directive
Article 43
Member States may allow institutions to provide the pension benefit statement in a durable medium or by means of a website. A paper copy shall be delivered to the members and beneficiaries on request and free of charge, in addition to any electronic means.Article 43 deleted Medium
2015/10/20
Committee: ECON
Amendment 648 #

2014/0091(COD)

Proposal for a directive
Article 44
1. Member States shall ensure that institutions do not incur civil liability solely on the basis of the pension benefit statement, or a translation of the pension benefit statement, unless it is misleading, inaccurate or inconsistent with the relevant part of the pension scheme. 2. The pension benefit statement shall contain a clear warning in this respect.Article 44 deleted Liability
2015/10/20
Committee: ECON
Amendment 649 #

2014/0091(COD)

Proposal for a directive
Article 45
1. The title of the pension benefit statement shall contain the words ‘Pension benefit statement’. 2. A short statement explaining the purpose of the pension benefit statement shall appear directly underneath the title. 3. The exact date to which the information in the pension benefit statement refers shall be stated prominently.Article 45 deleted Title
2015/10/20
Committee: ECON
Amendment 650 #

2014/0091(COD)

Proposal for a directive
Article 46
The pension benefit statement shall specify the personal details of the member, including the legal retirement age, where applicable.Article 46 deleted Personal details
2015/10/20
Committee: ECON
Amendment 651 #

2014/0091(COD)

Proposal for a directive
Article 47
Identification of the institution The pension benefit statement shall identify the institution and provide information about: (1) the name of the institution and its address; (2) the Member States in which the institution is authorised or registered and the name of the competent authority; (3) the name of the sponsoring undertaking.Article 47 deleted
2015/10/20
Committee: ECON
Amendment 652 #

2014/0091(COD)

Proposal for a directive
Article 48
1. The pension benefit statement shall contain one of the following indications regarding guarantees under the pension scheme: (a) a full guarantee where the institution or the sponsoring undertaking guarantees a given level of benefits; (b) no guarantee where the member fully bears the risk; (c) a partial guarantee in all other cases. 2. Where a guarantee is provided, the following shall be briefly explained: (a) the nature of the guarantee; (b) the current level of financing of the member’s accrued individual entitlements; (c) mechanisms protecting accrued individual entitlements; (d) benefit reduction mechanisms, where those laid down in national legislation.Article 48 deleted Guarantees
2015/10/20
Committee: ECON
Amendment 653 #

2014/0091(COD)

Proposal for a directive
Article 49
[...]deleted
2015/10/20
Committee: ECON
Amendment 662 #

2014/0091(COD)

Proposal for a directive
Article 50
[...]deleted
2015/10/20
Committee: ECON
Amendment 685 #

2014/0091(COD)

Proposal for a directive
Article 51
[...]deleted
2015/10/20
Committee: ECON
Amendment 699 #

2014/0091(COD)

Proposal for a directive
Article 52
1. The pension benefit statement shall contain the following information about past performance: (a) information about the past performance of the pension scheme as a whole, or where relevant, of the member’s investment option presented in a chart covering that performance for any years available and up to the last ten years; (b) the chart layout supplemented by statements which appear prominently and which: (i) warn about its limited value as a guide to future performance; (ii) indicate which costs have been included or excluded from the calculation of past performance; (iii) indicate the currency in which past performance has been calculated. 2. Where a material change occurs to a pension scheme’s objective and investment policy during the period displayed in the chart referred to in paragraph 1, the pension scheme’s past performance prior to that material change shall be shown. The period prior to the material change shall be indicated on the chart and labelled with a clear warning that the performance was achieved under circumstances that no longer apply. 3. Where a member changes investment option, the past performance of that investment option shall be shown.Article 52 deleted Past performance
2015/10/20
Committee: ECON
Amendment 700 #

2014/0091(COD)

Proposal for a directive
Article 53
The pension benefit statement shall specify the following supplementary information: (a) where and how to obtain further information about the institution or the pension scheme, including from websites and relevant legal acts of a general nature; (b) where and how to obtain further information about the arrangements relating to the transfer of pension rights to another institution for occupational retirement provision in the event of termination of the employment relationship; (c) information about the assumptions used for amounts expressed in annuities, in particular with respect to the annuity rate, the type of provider and the duration of the annuity, where the member requests that information; (d) where and how to obtain access to additional information about the member’s individual situation including the target level of the retirement benefits, if applicable, and the level of benefits in case of cessation of employment.Article 53 deleted Supplementary information
2015/10/20
Committee: ECON
Amendment 704 #

2014/0091(COD)

Proposal for a directive
Article 54
[...]deleted
2015/10/20
Committee: ECON
Amendment 271 #

2014/0020(COD)

Proposal for a regulation
Article 4 – paragraph 2 a (new)
2 a. In addition to paragraph 1, a competent authority shall exempt from the requirements of Chapter III a credit institution taking qualifying deposits which, at the time that this Regulation comes into effect, is already: (a) prevented by national legislation, or due to be prevented by national legislation that has already been passed but not yet implemented, from engaging in the regulated activity of dealing in investments as principal and holding trading assets (albeit with limited exceptions that allow the credit institution to undertake risk-mitigating activities for the purpose of prudently managing its capital, liquidity and funding and to provide limited risk management services to customers); (b) compelled by national legislation, or due to be compelled by national legislation that has already been passed but not yet implemented, to ensure that, where it belongs to a group, the credit institution taking eligible deposits from individuals and SMEs is legally separated from group entities that engage in the regulated activity of dealing in investments as a principal or hold trading assets, and specifically: (i) is able to make decisions independently of other group entities; (ii) has a management body that is independent of other group entities and independent of the credit institution itself; (iii) is subject to capital and liquidity requirements in its own right; (iv) is prohibited from entering into contracts or transactions with other group entities other than on terms similar to those referred to in Article 13(7).
2015/02/04
Committee: ECON
Amendment 290 #

2014/0020(COD)

Proposal for a regulation
Article 5 – paragraph 1 – point 16
16. ‘core credit institution’ means a credit institution that at the minimum takes deposits eligible under the Deposit Guarantee Scheme in accordance with Directive 94/19/EC33 ; __________________ 33Directive 94/19/EC of the European Parliament and of the Council of 30 May 1994 on deposit-guarantee schemes, OJ L 135, 31.05.1994 pages 0005 to 0014.holds qualifying deposits;
2015/02/04
Committee: ECON
Amendment 292 #

2014/0020(COD)

Proposal for a regulation
Article 5 – paragraph 1 – point 16 a (new)
16 a. "qualifying deposits" are deposits eligible under the Deposit Guarantee Scheme in accordance with Directive 2014/49/EU1a, excluding deposits from individuals who have held assets to the value of at least €250,000 for a period of at least 12 months and excluding deposits from large undertakings with income of not less than €6.5m, a balance sheet not less than €3.25m, or not less than 50 employees. This exclusion may be further narrowed in domestic law; __________________ 1aDirective 2014/49/EU of the European Parliament and of the Council of 16 April 2014 on deposit-guarantee schemes. OJ L 173, 12.06.2014, p.149
2015/02/04
Committee: ECON
Amendment 497 #

2014/0020(COD)

Proposal for a regulation
Article 10 – paragraph 1
1. Where the competent authority concludes that, following the assessment referred to in Article 9(1), the limits and conditions linked to the metrics referred to in points (a) to (h) of Article 9(2) and specified in the delegated act referred to in paragraph 5 are met, and it therefore deems that there ismay be a threat to the financial stability of the core credit institution or to the Union financial system as a whole, taking into account the objectives referred to in Article 1, it shall, no later than two months after the finalisation of that assessment, start the procedure leading to a decision as referred to in the second subparagraph of paragraph 3.
2015/02/03
Committee: ECON
Amendment 518 #

2014/0020(COD)

Proposal for a regulation
Article 10 – paragraph 3 – subparagraph 2
Unless the core credit institution demonstrates, within the time limit referred to in the first subparagraph, to the complete satisfaction of the competent authority, that the reasons leading to the conclusions are not justified, the competent authority shall adopt a decision addressing the core credit institution and requiring it not to carry out the trading activities specified in those conclusions. The competent authority shall state the reasons for its decision and publicly disclose it.
2015/02/03
Committee: ECON
Amendment 699 #

2014/0020(COD)

Proposal for a regulation
Article 21
[...]deleted
2015/02/03
Committee: ECON
Amendment 118 #

2013/0306(COD)

Proposal for a regulation
Recital 22
(22) Money market instruments are transferable instruments normally dealt in on the money market, as treasury and local authority bills, certificates of deposits, commercial papers, asset backed securities of high quality and liquidity, bankers' acceptances or medium- or short-term notes. They should be eligible for investment by MMFs only insofar as they comply with maturity limits andor are considered by the MMF to be of high credit quality.
2015/01/12
Committee: ECON
Amendment 123 #

2013/0306(COD)

Proposal for a regulation
Recital 23
(23) Asset Backed Commercial Papers (ABCPs) and Asset Backed Securities should be considered eligible money market instruments to the extent that they respect additional requirements. Due to the fact that during the crisis certain securitisations were particularly unstable, it is necessary to impose inter alia maturity limits andor quality criteria on the underlying assets. Not allHowever, categories of underlying assets should be eligible because some were more confronted to instability than othersthat have performed well during the crisis and demonstrated a good liquidity and credit track-record should be eligible. For this reason the underlying assets should be exclusively composed of short- term debt instruments that have been issued by corporates in the course of their business activity, such as trade receivables. Instruments such as auto loans and leases, , or of other instruments of high credit quality and liquidity, meeting the requiprements leases, consumer loans, residential mortgage loans, credit card receivables or any other type of instrument linked to the acquisition or financing of services or goods by consumers should not be eligibleaid down in Article 13 of the Commission delegated regulation [No .../...] to supplement Regulation (EU) 575/2013 with regard to liquidity coverage requirement for Credit Institutions which will establish high standards regarding quality and liquidity. This will combine the requirements of risk minimization for MMFs with the encouragement for MMFs to finance the real economy. ESMA should be entrusted with drafting regulatory technical standards to be submitted for endorsement by the Commission with regard to the conditions and circumstances under which the underlying exposure or pool of exposures is considered to exclusively consist of corporate debt and the conditions and numerical thresholds determining when corporate debt is of high credit quality and liquid.
2015/01/12
Committee: ECON
Amendment 253 #

2013/0306(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 22 a (new)
(22a) "asset-backed securities of high liquidity and credit quality" means assets meeting the requirements laid down in Article 13 of the Commission delegated regulation [No .../...] to supplement Regulation (EU) 575/2013 with regard to liquidity coverage requirement for Credit Institutions;
2015/01/12
Committee: ECON
Amendment 296 #

2013/0306(COD)

Proposal for a regulation
Article 9 – paragraph 1 – point b – introductory part
(b) it is in the form of asset-backed securities of high liquidity and credit quality in line with the requirements laid down in Article 13 of the Commission delegated regulation [No .../...] to supplement Regulation (EU) 575/2013 with regard to liquidity coverage requirement for Credit Institutions or it displays one of the following alternative characteristics:
2015/01/12
Committee: ECON
Amendment 302 #

2013/0306(COD)

Proposal for a regulation
Article 9 – paragraph 2
2. Standard MMFs shall be allowed to invest in a money market instrument that undergoes regular yield adjustments in line with money market conditions every 397 days or on a more frequent basis while not having a residual maturity exceeding 2 years. or qualifying as asset-backed securities of high liquidity and credit quality complying with the requirements laid down in Article 13 of the Commission delegated regulation [No .../...] to supplement Regulation (EU) 575/2013 with regard to liquidity coverage requirement for Credit Institutions;
2015/01/12
Committee: ECON
Amendment 319 #

2013/0306(COD)

Proposal for a regulation
Article 10 – paragraph 1 a (new)
1 a. A securitisation shall also be considered as eligible provided that it qualifies as asset-backed security of high liquidity and credit quality meeting the requirements laid down in Article 13 of the Commission delegated regulation [No .../...] to supplement Regulation (EU) 575/2013 with regard to liquidity coverage requirement for Credit Institutions.
2015/01/12
Committee: ECON
Amendment 163 #

2013/0157(COD)

Proposal for a regulation
Recital 18
(18) The Member State or competent public authorities designated in a Member Statey should have the choice to decide to provide port services with public service obligations themselves or to entrust directly the provision of such services directly to an internal operator. In the case that a Member State or competent public authority decides to provide the service itself, this may cover the provision of services through agents employed by the competent public authority or commissioned by the competent public authority. When such limitation is applied in all the TEN-T ports in the territory of a Member State, the Commission should be informed. In the cases where the competent authorities in a Member State prevail on such a choicesuch cases, the provision of port services by the internal operators should be confined only to the port or ports for which those internal operators were designated. Moreover, in such cases, and the port service charges applied by such an operator should be subject to supervision by the independent supervisory body.
2015/07/02
Committee: TRAN
Amendment 236 #

2013/0157(COD)

Proposal for a regulation
Article 1 – paragraph 1 point a a (new)
(aa) a framework for the protection and recognition of safety, environmental and labour standards and Social Dialogue in the port services industry;
2015/07/02
Committee: TRAN
Amendment 342 #

2013/0157(COD)

Proposal for a regulation
Article 4 – paragraph 1 a (new)
1a. In the event that the managing body of the port does not require minimum requirements, the Member State or competent authority may impose such requirements on the managing body of the port.
2015/07/02
Committee: TRAN
Amendment 348 #

2013/0157(COD)

Proposal for a regulation
Article 4 – paragraph 2 – point c a (new)
(c a) social requirements, including but not limited to health and safety obligations, fair terms of employment, decent living and working conditions including social protection and professional training, and the respect of collective bargaining agreements.
2015/07/02
Committee: TRAN
Amendment 363 #

2013/0157(COD)

Proposal for a regulation
Article 4 – paragraph 3 a (new)
3a. The implementation of this Regulation shall under no circumstances constitute grounds for a reduction in the level of minimum requirements for the provision of port services already afforded by Member States or competent authorities.
2015/07/02
Committee: TRAN
Amendment 449 #

2013/0157(COD)

Proposal for a regulation
Article 8 – paragraph 1 – introductory part
1. Member StatesIn cases where Member States or competent authorities classify port services as being of general interest, they may decide to impose public service obligations related to portthose services on providers in order to ensure the following:, in accordance with principles and requirements of EU law.
2015/07/02
Committee: TRAN
Amendment 491 #

2013/0157(COD)

Proposal for a regulation
Article 9 – paragraph 1 a (new)
1a. Where the national legislation of a Member State so permits, the managing body of a port may provide a port service itself or through a legally distinct entity over which it exercises a control similar to that exercised over its own departments. In such a case, the port service provider shall be considered as an internal operator for the purpose of this Regulation.
2015/07/02
Committee: TRAN
Amendment 570 #

2013/0157(COD)

Proposal for a regulation
Article 13
1. The charges for the services provided by an internal operator as referred to in Article 9 and the charges levied by providers of port service, in cases of limitation of the number of providers which have not been designated on the basis of procedures which are open, transparent and non-discriminatory, shall be set in a transparent and non- discriminatory way. These charges shall reflect the conditions on a competitive relevant market and shall not be disproportionate to the economic value of the service provided. 2. The payment of the port service charges may be integrated in other payments, such as the payment of the port infrastructure charges. In this case, the provider of port service and, where appropriate, the managing body of the port shall make sure that the amount of the port service charge remains easily identifiable by the user of the port service. 3. The port service provider shall make available to the competent independent supervisory body as referred to in Article 17, upon request, information on the elements serving as a basis to determine the structure and the level of the port service charges that falls under the application of paragraph 1 of this Article. This information shall include the methodology used for setting the port charges with regard to the facilities and services to which these port service charges relate to.Article 13 deleted Port service charges
2015/07/02
Committee: TRAN
Amendment 577 #
2015/07/02
Committee: TRAN