Overwatch Report

Irish Association of Investment Managers

January–April

[Finance] General Discussion on Annual Financial Services Bill, Delegation ,Savings and Investment Union, Irish Investment Savings Account , Exit Tax , Ad hoc advisory to Ireland for finance Strategy.

Public Officials Lobbied

{'name': 'Robert Troy', 'role': 'Minister of State (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Finance] The establishment of the United Nation development programme new global project office for Sustainable Finance in Ireland.

Public Officials Lobbied

{'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Foreign Affairs] Ireland for Finance Strategy and an improvement in the temporary visa scheme for non-Irish workers.

Public Officials Lobbied

{'name': 'Simon Harris', 'role': 'Tánaiste and Minister (Department of Foreign Affairs)'}

Irish Association of Investment Managers

January–April

[Finance] AML Legislation, Pension Auto Enrolment, Sustainable Finance

Public Officials Lobbied

{'name': 'Michael McGrath', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

January–April

[Finance] Diversity & Inclusion policy in the Financial Services Sector

Public Officials Lobbied

{'name': 'Michael McGrath', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Finance] Alternative Investment Funds Manager Directive (AIFMD) Review by the European Parliament

Public Officials Lobbied

{'name': 'Billy Kelleher', 'role': 'MEP (European Parliament)'} {'name': 'Frances Fitzgerald', 'role': 'MEP (European Parliament)'} {'name': 'Ged Nash', 'role': 'TD (Dáil Éireann, the Oireachtas)'} {'name': 'Pearse Doherty', 'role': 'TD (Dáil Éireann, the Oireachtas)'} {'name': 'Michael J. McGrath', 'role': 'Assistant Secretary (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Environment] IAIM requested the Dept. of Finance to facilitate IAIM delegates to be part of the Irish Delegation to attend COP26 Conference in Glasgow.

Public Officials Lobbied

{'name': 'Paul Ryan', 'role': 'Director (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Budgetary matters] Special Assignee Relief Programme; taxation of investment products; taxation of Irish commercial property; fast-tracking of reform of the Investment Limited Partnerships Act 1994 and the Limited Partnerships Act 1907.

Public Officials Lobbied

{'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Finance] Special Assignee Relief Programme

Public Officials Lobbied

{'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Finance] Taxation of investment products

Public Officials Lobbied

{'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Taxation] SARP, Stamp Duties on Property, Exit Tax on Investment Products

Public Officials Lobbied

{'name': "Michael W. D'Arcy", 'role': 'Minister of State (Department of Finance)'} {'name': 'Richard Troy', 'role': 'Special Adviser (Department of Finance)'} {'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Taxation] Application of stamp duty to stocks and marketable securities of Irish incorporated companies.

Public Officials Lobbied

{'name': 'Paschal Donohoe', 'role': 'Minister (Department of Finance)'}

Irish Association of Investment Managers

May–August

[Finance] Development of public policy to support the growth of the investment management industry in Ireland, and considering the impact of the UK Brexit vote.

Public Officials Lobbied

{'name': 'Eoghan Murphy', 'role': 'Minister of State (Department of Public Expenditure and Reform)'} {'name': 'Paul Ryan', 'role': 'Director (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Taxation] Development of measures with respect to the taxation of property holdings in investment vehicles

Public Officials Lobbied

{'name': 'Gary Tobin', 'role': 'Assistant Secretary (Department of Finance)'} {'name': 'Paul Ryan', 'role': 'Director (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Taxation] Tax treatment of investments in funds including exit tax and levies on life stuctures

Public Officials Lobbied

{'name': 'Gary Tobin', 'role': 'Assistant Secretary (Department of Finance)'} {'name': 'Michael Noonan', 'role': 'Minister (Department of Finance)'} {'name': 'Paul Ryan', 'role': 'Director (Department of Finance)'}

Irish Association of Investment Managers

September–December

[Taxation] Enhancement of the Special Assignee Relief Programme

Public Officials Lobbied

{'name': 'Gary Tobin', 'role': 'Assistant Secretary (Department of Finance)'} {'name': 'Eoghan Murphy', 'role': 'Minister of State (Department of Public Expenditure and Reform)'}

Lobbying Tracker

Most Lobbied TDs