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Conferences and summits

Roundtable on the distribution of retail investment products

New beginnings: A fairer consumer experience and increased retail investor participation in capital markets.

Roundtable on the distribution of retail investment products - 18 July 2023 - #MyMoneyEU #RetailInvestment - European Commission

A roundtable on the distribution of retail financial products will bring together representatives of key industry and consumer stakeholders. This roundtable meeting aims to launch an industry-led reflection to consider issues related to the retail investments market’s current practices, as well as relevant technological and societal trends.

The objective is to explore an industry-wide response that would help address existing problems and concerns for the future, with the ultimate goal of increasing the participation of retail investors in capital markets. This reflection should avoid directly addressing any components or elements associated with the European Commission’s recent legislative proposal on a retail investment strategy, which is currently undergoing negotiation.

The process will be entirely industry-led. The European Banking Federation (EBF) will provide the secretariat and coordinate the logistics of the follow up work. After six months, a follow-up roundtable is envisaged to take stock of the results.


Morning session

  • 09:00 - 09:05
    Welcome by John Berrigan, Director General for Financial Stability, Financial Services and Capital Markets Union (DG FISMA)
  • 09:05 - 09:10
    Introductory remarks by the Commission presenting the rountable initiative
  • 09:10 - 10:10
    Interventions by stakeholders
  • 10:10 - 10:20
    Speech by Mairead McGuinness, Commissioner for financial stability, financial services and capital markets union
  • 10:20 - 10:45
    Presentation on the effects of current distribution models for retail investment products
  • 10:45 - 10:50
    Intervention by EBF setting intentions for the workstream

Breakout sessions (not webstreamed)

11:30 - 13:00 - Three parallel break-out sessions

  1. Using new technologies to better assist consumers
  2. The future of financial advice – how to ensure financial advice works for consumers?
  3. Aiming at an increased retail investor participation in capital markets - fostering growth and competitiveness in the retail segment

Afternoon session

  • 14:00 - 14:30
    Conclusions on the way forward from the three break-out sessions (10 minutes per group)
  • 14:30 - 14:40
    Closing remarks by EBF
  • 14:40 - 14:50
    Wrap-up from the Commission


Registration for physical participation to the event is not possible. Webstreaming for the morning session and the afternoon session are available though the links below. Please note that the parallel breakout sessions will not available via webstreaming.


Watch the morning session live

Watch the afternoon session live

Retail financial services

Retail investment strategy

Speech by Commissioner McGuinness at Eurofi High-Level Seminar (27 April 2023)

  • financial services | investment
  • Tuesday 18 July 2023, 09:00 (CEST)

Practical information

Tuesday 18 July 2023, 09:00 (CEST)