Andreas Stepnitzka Email & Phone Number

Brussels, Brussels Region, Belgium

I coordinate our team of EFAMA policy experts on sustainable finance, distribution, investor protection and taxation.

Brussels Area, Belgium

My role at EFAMA is to coordinate the fund and asset management industry’s outreach to policymakers, keep track of regulatory developments while continuously building positions with our membership (28 national associations, 60+ corporate members and 20+ associate members). I have predominantly coordinated EFAMA’s actions relating to investor protection and the distribution of funds throughout Europe, with a very strong focus on MiFID II and PRIIPs. Most recent achievements include:-… Show more My role at EFAMA is to coordinate the fund and asset management industry’s outreach to policymakers, keep track of regulatory developments while continuously building positions with our membership (28 national associations, 60+ corporate members and 20+ associate members). I have predominantly coordinated EFAMA’s actions relating to investor protection and the distribution of funds throughout Europe, with a very strong focus on MiFID II and PRIIPs. Most recent achievements include:- MiFID II: development of the standardised “target market” concept and wider cost disclosures now being employed by market participants through the European MiFID template (EMT)- PRIIPs: push back of the PRIIPs application for UCITS funds until 2022 and strong involvement in the review of the PRIIP KID throughout 2019- Devised and coordinated the creation of Financial Data Exchange (FinDatEx), a new joint structure by several EU financial services associations to coordinate, organise and carry out standardisation work to facilitate the exchange of data between stakeholders applying European Financial markets legislation, such as MiFID II, PRIIPs and Solvency II.- Represented EFAMA as an expert panellist at various industry conferences throughout Europe. Show less

Brussels Area, Belgium

My role at the EACB involved the coordination of policy advocacy towards the European Institutions on all financial markets dossiers relevant to the co-operative banking sector (MiFID II, PRIIPs, UCITS, AIFM, EMIR etc.). A key responsibility was the proactive formation of common positions among the 28 member banks and developing strategy for effectively communicating these positions to policymakers.Noteworthy achievements included:- MiFID II: successful push back against the overall… Show more My role at the EACB involved the coordination of policy advocacy towards the European Institutions on all financial markets dossiers relevant to the co-operative banking sector (MiFID II, PRIIPs, UCITS, AIFM, EMIR etc.). A key responsibility was the proactive formation of common positions among the 28 member banks and developing strategy for effectively communicating these positions to policymakers.Noteworthy achievements included:- MiFID II: successful push back against the overall ban of inducements in the Level-1 discussions - Member of the Advisory Group to the ECB’s TARGET2-Securities Project and delegate at the ECB’s contact group on euro securities infrastructure (COGESI) Show less

Austria

The role combined several mid-office functions into one and included daily tasks such as performing the depositary’s compliance checks for the Volksbanken’s UCITS and non-UCITS fund range as well as the reconciliations of interest derivatives, structured products and financial certificates between the bank’s back and front office systems. A further component of my role as internal project manager was to bring to fruition new business ideas. Most notable was the creation of the first guarantee… Show more The role combined several mid-office functions into one and included daily tasks such as performing the depositary’s compliance checks for the Volksbanken’s UCITS and non-UCITS fund range as well as the reconciliations of interest derivatives, structured products and financial certificates between the bank’s back and front office systems. A further component of my role as internal project manager was to bring to fruition new business ideas. Most notable was the creation of the first guarantee fund in Croatia. Show less

Austria

This position in this boutique bank centred mostly around the operational set-up & day-to-day management of its Luxembourg UCITS fund with various third parties (i.e. Board of Directors, Administrator, Transfer Agent & Distributor) and the compliance monitoring for the Irish & Luxembourg UCITS fund range. As a distributor of Madoff funds into Europe, the bank was forced to close in 2009. Ahead of the closure, my responsibilities were directed towards addressing the legal and operational… Show more This position in this boutique bank centred mostly around the operational set-up & day-to-day management of its Luxembourg UCITS fund with various third parties (i.e. Board of Directors, Administrator, Transfer Agent & Distributor) and the compliance monitoring for the Irish & Luxembourg UCITS fund range. As a distributor of Madoff funds into Europe, the bank was forced to close in 2009. Ahead of the closure, my responsibilities were directed towards addressing the legal and operational implications. Show less

Germany

Internship

Ireland

Internship

France

Internship

Magister(Fh), Export-Orientierted Management Eu-Asean-Nafta

Voluntary Exchange Semester, Business & Economics