financial undertaking

Definitions over time (1)

08/06/2015 – 10/01/2024 Article 2, ELTIF Regulation Scope: Whole act

For the purposes of this Regulation, the following definitions apply:

‘financial undertaking’ means any of the following: a credit institution as defined in point (1) of Article 4(1) of Regulation (EU) No 575/2013 of the European Parliament and of the Council (^{17}); an investment firm as defined in point (1) of Article 4(1) of Directive 2014/65/EU; an insurance undertaking as defined in point (1) of Article 13 of Directive 2009/138/EC of the European Parliament and of the Council (^{18}); a financial holding company as defined in point (20) of Article 4(1) of Regulation (EU) No 575/2013; a mixed-activity holding company as defined in point (22) of Article 4(1) of Regulation (EU) No 575/2013; a management company as defined in point (b) of Article 2(1) of Directive 2009/65/EC; an AIFM as defined in point (b) of Article 4(1) of Directive 2011/61/EU.

Each has its own scope, dates and uses. Open one to see when it applies.

No text uses this concept on 12/11/2026.