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Profile of registrant

Fidelity Worldwide Investment

Identification number in the register: 00951027955-96
Registration date: 03/02/12 13:13:32

The information on this organisation was last modified on 10/01/14 11:24:57
The date of the last annual update was 10/01/14 11:24:57


Registrant : Organisation or self-employed individual

Name/company name: Fidelity Worldwide Investment
Acronym:
Legal status: Limited Company
Website address: https://www.fidelityworldwideinvestment.com/global/default.page

Sections

Section: II - In-house lobbyists and trade/professional associations
and more precisely: Companies & groups

Person with legal responsibility

Surname, Name: Mr  Philip Warland
Position: Head of Public Policy

Permanent person in charge of EU relations

Surname, Name: Mr  Philip Warland
Position: Head of Public Policy

Contact details:

Contact details of organisation's head office: 25 Cannon Street 
London EC4M 5TA
UNITED KINGDOM
Telephone number: (+44) 207 961 4375
Fax number: (+) 
Other contact information:

Goals / remit

Goals / remit of the organisation: Fidelity Worldwide Investment was established in 1969 and provides asset management services to investors all over the world outside the US and Canada. We offer a wide range of funds to investors and currently manage over €180 bn for private individuals and institutions.

Working with investors, financial advisers and distributors around the world, we provide easy access to our investment funds to help people achieve their medium- to long-term investment and savings goals
The organisation's fields of interests are:
  • global

Number of persons engaged in activities falling under the scope of the Transparency Register

Number of persons: 2
Complementary information:

Persons accredited for access to European Parliament premises

First name Surname Start Date End Date
Philip Warland 05/06/13 31/05/14

Activities

Main EU initiatives covered the year before by activities falling under the scope of the Transparency Register:


Most EU initiatives related to financial services including MiFID, AIFMD, UCITS.

Fields of interest for e-mail alerts on consultations and roadmaps;

Fields declared by the organisation:
  • Consumer Affairs
  • Economic and Financial Affairs
  • Taxation

Networking

Information on (i) organisation's membership of any associations/federations/confederations or (ii) relationships to other bodies in formal or informal networks.




Member of EFAMA, European Fund and Asset Managemnet Association

Financial data

Financial year: 06/2012 - 06/2013
Estimated costs to the organisation directly related to representing interests to EU institutions in that year: 200000  € - 250000  €
Amount and source of funding received from the EU institutions in financial year n-1 of registration
Procurement: 0 €
Grants: 0 €
Other (financial) information provided by the organisation:


Code of conduct

By its registration the organisation has signed the Transparency Register Code of Conduct.