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Call for Tenders: "Study on options for consolidation of mandatory disclosure requirements of retail investment products and related services" - FISMA/2017/060/C

Call for tenders
“Study on options for consolidation of mandatory disclosure requirements of retail investment products and related services” - FISMA/2017/060/C

 

(2017/S 186-380208)

 

Objectives and description


The Directorate General for Financial Stability, Financial Services and Capital Markets Union of the European Commission has published a call for tenders concerning a “Study on options for consolidation of mandatory disclosure requirements of retail investment products and related services” - FISMA/2017/060/C.

 

The overall objective of the study is to examine possible options for developing tools and services to consolidate ‘disclosure information’ of financial products pursuant the obligations of European Union legislation.

 

To this end, the study should analyse:

·         Challenges faced by retail investors in exploiting disclosures

·         Existing and planned initiatives in consolidating disclosures

·   Options for a tool/service consolidating the disclosures and their impact on stakeholders

·         Analysis of preferred option and proposed path for implementation

 

Eligible participants - Minimum conditions


Natural and legal persons from one of the EU Member States and all natural and legal persons in a third country which has a special agreement with the European Union in the field of public procurement on the conditions laid down in that agreement.

 

Funding conditions and duration


The estimated value is 250 000.00 EUR excluding VAT and is not subject to renewal.

 

The maximum duration of the tasks is 9 months.

 

Deadline of proposals' submission


The deadline for submission of tenders is 31 October 2017.

 

You must submit your tender exclusively on paper, in one original (containing original signatures where requested) and 4 copies in one of the official languages of the European Union.

 

Tenders must be submitted:

  • Either by Registered Post. In this case the postmark or the date on the deposit slip will be proof of compliance with the deadline.
  • Or by Courier. In this case the deposit slip of the courier office will constitute proof of compliance with the deadline.
  • Or by Hand Delivery. In this case Proof of receipt, signed and dated by the official in the central mail department who takes delivery will constitute proof of compliance with the deadline.

 

Registered Post:

 

CALL FOR TENDERS

FISMA/2017/060/C

European Commission

Directorate-General for Financial Stability, Financial Services and Capital Markets Union,

Financial Resources and Internal Control

Office: SPA2 – 07/020

B – 1049 Brussels

Belgium

Courier services or Hand delivery:

 

CALL FOR TENDERS

FISMA/2017/060/C

European Commission

Directorate-General for Financial Stability, Financial Services and Capital Markets Union,

Financial Resources and Internal Control

Office: SPA2 – 07/020

Avenue du Bourget 1

B-1140 Brussels (Evere)

Belgium

 

Further information


Please find attached the documentation of the call for tenders.

More information is available at the following link: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=2835

 

Kind regards,

Rosemary

 

Rosemary STREVINIOTI

Head of Brussels Office
European Office of Cyprus
Rue du Luxembourg 3, 2nd floor
B-1000 Brussels
Tel./Fax: +32 (0) 2 280 22 85
E-mail: strevinioti.rozamaria@ucy.ac.cy

 

THE GREEK TRANSLATION IS AVAILABLE AT THE FOLLOWING LINK: https://etendering.ted.europa.eu/cft/cft-display.html?cftId=2835&locale=el

 


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