Foreign controlling EU enterprises - outward FATS (fats_out)

Reference Metadata in Single Integrated Metadata Structure (SIMS)

Compiling agency: Eurostat, the statistical office of the European Union


Eurostat metadata
Reference metadata
1. Contact
2. Metadata update
3. Statistical presentation
4. Unit of measure
5. Reference Period
6. Institutional Mandate
7. Confidentiality
8. Release policy
9. Frequency of dissemination
10. Accessibility and clarity
11. Quality management
12. Relevance
13. Accuracy
14. Timeliness and punctuality
15. Coherence and comparability
16. Cost and Burden
17. Data revision
18. Statistical processing
19. Comment
Related Metadata
Annexes
Footnotes



For any question on data and metadata, please contact: Eurostat user support

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1. Contact Top
1.1. Contact organisation

Eurostat, the statistical office of the European Union

1.2. Contact organisation unit

Unit G6 - Trade in services; Globalisation

1.5. Contact mail address

European Commission, Eurostat
​​​​​​​L-2920 Luxembourg

 


2. Metadata update Top
2.1. Metadata last certified 29/02/2024
2.2. Metadata last posted 29/02/2024
2.3. Metadata last update 29/02/2024


3. Statistical presentation Top
3.1. Data description

Foreign Affiliates Statistics (FATS) measure the commercial presence through affiliates in foreign markets. 

In country-level business statistics outward foreign affiliates statistics (OFATS) describe the activity of domestic affiliates of every resident ultimate controlling institutional unit which has at least one foreign affiliate and the activity of foreign-controlling enterprises resident in the compiling country (Table 15 of the EBS Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197).

In statistics on international activities outward foreign affiliates statistics (OFATS) describe the activity of foreign affiliates abroad ultimately controlled by an institutional unit resident in the compiling country (Table 33 of the EBS Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197).

Variables on country-level business activities in the OFATS data category:

  • Number of foreign-controlling enterprises (UCI concept) and domestic affiliates
  • Number of employees and self-employed persons in foreign-controlling enterprises (UCI concept) and domestic affiliates
  • Net turnover of foreign-controlling enterprises (UCI concept) and domestic affiliates

Variables on the international activities in the OFATS data category:

  • Number of enterprises abroad ultimately controlled by institutional units of the reporting country
  • Number of employees and self-employed persons in enterprises abroad ultimately controlled by institutional units of the reporting country
  • Employee benefits expense in enterprises abroad ulti­mately controlled by institutional units of the reporting country
  • Gross investment in tangible non-current assets of enter­prises abroad ultimately controlled by institutional units of the reporting country
  • Net turnover of enterprises abroad ultimately controlled by institutional units of the reporting country
3.2. Classification system

Classification systems used in the FATS are as follows:

  • Statistical classification of economic activities in the European Community (NACE Rev. 2);
  • List of 2-digit country codes (ISO 3166-1);
  • Currency codes (ISO 4217).
3.3. Coverage - sector

Market producers of NACE Sections B to N and P to S

3.4. Statistical concepts and definitions

In country-level business statistics Outward Foreign Affiliates Statistics (OFATS) describe the activity of domestic affiliates of every resident ultimate controlling institutional unit which has at least one foreign affiliate and the activity of foreign-controlling enterprises resident in the compiling country (Table 15 of the EBS Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197).

In statistics on international activities Outward Foreign Affiliates Statistics (OFATS) describe the activity of foreign affiliates abroad ultimately controlled by an institutional unit resident in the compiling country (Table 33 of the EBS Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197).

Foreign affiliate in the framework of outward FATS is an enterprise or branch not resident in the compiling country over which an institutional unit resident in the compiling country has ultimate (direct or indirect) control.

Domestic affiliate shall mean an enterprise resident in the compiling country over which a UCI resident in the same compiling country has control.

Ultimate Controlling Institutional of a foreign affiliate (UCI) shall mean the institutional unit, proceeding up a foreign affiliate’s chain of control, which is not controlled by another institutional unit.

Control is the ability to determine the general policy of the affiliate by choosing appropriate directors, if necessary. In this context, enterprise A is deemed to be controlled by an institutional unit B when B controls, whether directly or indirectly, more than half of the shareholders' voting power or more than half of the shares. 

Indirect control means that an institutional unit may have control through another affiliate which has control over enterprise A.

Active enterprise is a statistical unit which at any time during the reference period was ‘enterprise’, as defined in Council Regulation (EEC) No 696/93, and also active during the same reference period. A statistical unit is considered to have been active during the reference period if, in said period, it either realized positive net turnover or produced outputs or had employees or performed investments.

Employees and self-employed persons are persons who work for an observation unit on the basis of a contract of employment and receives compensation in the form of wages, salaries, fees, gratuities, piecework pay or remuneration in kind; and persons who are the sole owners or joint owners of the statistical unit in which they work. Family workers and outworkers, whose income is a function of the value of the outputs of the statistical unit, are also included.

Employee benefits expense contains all expenses arising in relation with employee benefits, recognized by the statistical unit during the reference period. Those are all forms of consideration given by the statistical unit in exchange for service rendered by employees or for the termination of employment.

Gross investment in tangible non-current assets includes all additions to tangible non-current assets, recognized as such by the statistical unit during the reference period, except any increases from revaluations or reversals of previously recognized impairment losses and from reclassifications (transfers) of other tangible non-current assets.

Net turnover consists of all income arising during the reference period in the course of ordinary activities of the statistical unit, and is presented net of all price reductions, discounts and rebates granted by it.

3.5. Statistical unit

The statistical unit of FATS is the enterprise as defined in line with the Regulation (EEC) No 696/93 on the statistical units for the observation and analysis of the production system in the Community.

3.6. Statistical population

Market producers of NACE Sections B to N and P to S (for the EBS regulation table 15) and market producers of NACE Sections B to N and P to S abroad (should cover the foreign affiliates of all ultimate controlling institutional units of the reporting country) (for the EBS regulation table 33).

3.7. Reference area

The data category covers EU Member States and Norway. 

3.8. Coverage - Time

From reference year 2021 onwards, data transmission to Eurostat is obligatory as required by the EBS Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197. The data collection according to the FATS Regulation (EC) 716/2007 started with reference year 2007 and continued until reference year 2020. 

3.9. Base period

Not applicable


4. Unit of measure Top

Number of enterprises and employment variables are recorded in absolute figures.

Monetary data of enterprises are recorded in million euro.


5. Reference Period Top

Data refer to the calendar year and in most cases corresponds to the fiscal year.


6. Institutional Mandate Top
6.1. Institutional Mandate - legal acts and other agreements

The content of the national data sent to Eurostat from reference year 2021 is defined according the European Business Statistics Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197.

6.2. Institutional Mandate - data sharing

Eurostat makes available all non-confidential and sufficiently reliable data on its dissemination website.


7. Confidentiality Top
7.1. Confidentiality - policy

Regulation (EC) No 223/2009 of the European Parliament and of the Council on the transmission of data subject to statistical confidentiality to the Statistical Office of the European Communities.

7.2. Confidentiality - data treatment

In cases of statistical confidentiality (i.e. where the contribution of a concrete enterprise to the published figures can be identified) Member States put a confidentiality flag on the respective data cell. Such cells are published empty with an appropriate symbol :(C). Also all other data cells which could be used to indirectly derive the value of the confidential data cell are suppressed and published empty with the same symbol. They are identified and flagged by Member States during the primary and secondary confidentiality treatment.


8. Release policy Top
8.1. Release calendar

Data are published two years after the end of reference year (T+25).

EU aggregates are published one month later after the national data are published (T+26).

 

8.2. Release calendar access

Please consult the online release calendar on Eurostat website, under "Industry, trade and services" theme.

8.3. Release policy - user access

In line with the Community legal framework and the European Statistics Code of Practice, Eurostat disseminates European FATS statistics on its website respecting professional independence and in an objective, professional and transparent manner in which all users are treated equitably.  


9. Frequency of dissemination Top

Annual


10. Accessibility and clarity Top
10.1. Dissemination format - News release

News article released on the date of EU aggregates publication.

10.2. Dissemination format - Publications

Publications – Globalisation of businesses

10.3. Dissemination format - online database

Eurostat online database

10.3.1. Data tables - consultations

Not applicable.

10.4. Dissemination format - microdata access

Not applicable.

10.5. Dissemination format - other

Eurostat website.

Globalisation of businesses dedicated section.

10.5.1. Metadata - consultations

Not applicable.

10.6. Documentation on methodology

Documentation on FATS and other globalisation related statistics methodology.

10.6.1. Metadata completeness - rate

Complete.

10.7. Quality management - documentation

ESS quality assurance documentation


11. Quality management Top
11.1. Quality assurance

Eurostat asseses and ensures the quality of the national FATS data and EU aggregates.

11.2. Quality management - assessment

According to the information available from the national metadata reports, the national data reporters apply the recommendations available in the EU Regulations.


12. Relevance Top
12.1. Relevance - User Needs

Users of FATS are: European Commission services, international organisations, ministries, chambers of commerce, trade unions, journalists, researchers, etc. User needs go beyond what data compilers can provide.

12.2. Relevance - User Satisfaction

Not available.

12.3. Completeness

All EU Member States fully or almost fully comply to the European Business Statistics Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197 requirements.

12.3.1. Data completeness - rate

All transmitted non-confidential FATS data of sufficient quality is published.


13. Accuracy Top
13.1. Accuracy - overall

In most countries a combination of survey and administrative data is used. In a number of Member States size thresholds are applied to the survey population, i.e. only larger enterprises are surveyed exhaustively; smaller units are sampled or not included at all. If size thresholds are applied, the missing part of the population should be estimated, based on the information obtained from the sample survey or another source. 

13.2. Sampling error

See national metadata reports when available.

13.2.1. Sampling error - indicators

See national metadata reports when available.

13.3. Non-sampling error

See national metadata reports when available.

13.3.1. Coverage error

See national metadata reports when available.

13.3.1.1. Over-coverage - rate

Not available.

13.3.1.2. Common units - proportion

Not available.

13.3.2. Measurement error

Not available.

13.3.3. Non response error

Not available.

13.3.3.1. Unit non-response - rate

See national metadata reports when available.

13.3.3.2. Item non-response - rate

See national metadata reports when available.

13.3.4. Processing error

See national metadata reports when available.

13.3.5. Model assumption error

See national metadata reports when available.


14. Timeliness and punctuality Top
14.1. Timeliness

Data published on time.

14.1.1. Time lag - first result

Not applicable.

14.1.2. Time lag - final result

Data published on time.

14.2. Punctuality

Data received and published on time.

14.2.1. Punctuality - delivery and publication

Data received and published on time.


15. Coherence and comparability Top
15.1. Comparability - geographical

Data is comparable across EU Member States as the legal basis and harmonised methodology was adopted with the European Business Statistics Regulation (EU) 2019/2152 and Implementing Regulation (EU) 2020/1197

15.1.1. Asymmetry for mirror flow statistics - coefficient

See national metadata report when available.

15.2. Comparability - over time

Particular reasons for breaks in time series in FATS data are the implementation of the EBS regulation (for reference year 2021).

15.2.1. Length of comparable time series

2008-2020 data is comparable if not indicated otherwise in the database for specific cases. 

15.3. Coherence - cross domain

See national metadata reports when available.

15.3.1. Coherence - sub annual and annual statistics

Not applicable.

15.3.2. Coherence - National Accounts

Not applicable.

15.4. Coherence - internal

Member States may revise FATS national data. Eurostat publishes the revised figures together with the last reference year dissemination.


16. Cost and Burden Top

Not available.


17. Data revision Top
17.1. Data revision - policy

Eurostat revision policy

17.2. Data revision - practice

The revision practice effectively corresponds to the revision practice of the domain listed under sub‑concept 17.1 (data revision – policy).

All reported errors (once validated) result in corrections of the disseminated data. Reported errors are corrected in the disseminated data as soon as the correct data have been validated. Data are only published once they are deemed to be sufficiently complete for all data providers contributing to the EU aggregate. Whenever new data are provided and validated, the already disseminated data are updated. EU aggregates are also revised and updated.

Data are usually revised for the last 4 reference years. The entire time series is usually revised. Aggregates and components are revised at the same time. Routine and major revisions are reported by member states in the Balance of payments quality reports and communicated to the users biennially.

A limited number of countries provide with revisions on national data.

17.2.1. Data revision - average size

See national metadata report when available.


18. Statistical processing Top
18.1. Source data

Data are compiled by matching different data sources according to the survey strategy adopted nationally, taking into account the costs, the quality and the response burden on enterprises. The main data source for FATS data is Structural Business Statistics survey, administrative sources, FDI survey, dedicated surveys and EuroGroups Register.

18.2. Frequency of data collection

Annual

18.3. Data collection

Statistical surveys are the main method of data collection in FATS.

18.4. Data validation

At Eurostat level, country data are validated before publishing.

18.5. Data compilation

Data compilation is performed by Member States. Eurostat is responsible for calculating European aggregates.

18.5.1. Imputation - rate

Data compilation is performed by Member States. Eurostat is responsible for calculating European aggregates.

18.6. Adjustment

Countries provide the data in national currency. For non-euro countries, the national currency is converted in euro on the basis of euro exchange rates.

18.6.1. Seasonal adjustment

Not applicable. 


19. Comment Top


Related metadata Top


Annexes Top


Footnotes Top