institutional investor

Defined in Article 2, Directive 2007/36/EC

Definitions over time (2)

  1. 12/08/2022 – today applies on 11/11/2026 Article 2, Directive 2007/36/EC Scope: Whole act

    For the purposes of this Directive the following definitions shall apply:

    ‘institutional investor’ means: an undertaking carrying out activities of life assurance within the meaning of points (a), (b) and (c) of Article 2(3) of Directive 2009/138/EC of the European Parliament and of the Council (^{8}), and of reinsurance as defined in point (7) of Article 13 of that Directive provided that those activities cover life-insurance obligations, and which is not excluded pursuant to that Directive; an institution for occupational retirement provision falling within the scope of Directive (EU) 2016/2341 of the European Parliament and of the Council (^{9}) in accordance with Article 2 thereof, unless a Member State has chosen not to apply that Directive in whole or in parts to that institution in accordance with Article 5 of that Directive;

  2. 09/06/2017 – 12/08/2022 Article 2, Directive 2007/36/EC Scope: Whole act

    For the purposes of this Directive the following definitions shall apply:

    ‘institutional investor’ means: an undertaking carrying out activities of life assurance within the meaning of points (a), (b) and (c) of Article 2(3) of Directive 2009/138/EC of the European Parliament and of the Council (^{7}), and of reinsurance as defined in point (7) of Article 13 of that Directive provided that those activities cover life-insurance obligations, and which is not excluded pursuant to that Directive; an institution for occupational retirement provision falling within the scope of Directive (EU) 2016/2341 of the European Parliament and of the Council (^{8}) in accordance with Article 2 thereof, unless a Member State has chosen not to apply that Directive in whole or in parts to that institution in accordance with Article 5 of that Directive;

Used in (28 places in 6 provisions on 11/11/2026)

Directive 2007/36/EC (28 in 6)

Article 13 · Article 2 · Article 3g7 · Article 3h9 · Article 3i3 · Article 14c5

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