Commission Delegated Regulation (EU) 2022/25 specifying methods for measuring K-factors under Regulation (EU) 2019/2033

The European Commission adopted Delegated Regulation (EU) 2022/25 to establish regulatory technical standards specifying the methods for measuring K-factors for investment firms under Regulation (EU) 2019/2033. The regulation mandates that investment firms include tied agent activities in Assets Under Management (AUM), Client Money Held (CMH), Assets Safeguarded and Administered (ASA), and Client Orders Handled (COH) calculations. It further defines valuation methods, such as using fair value for AUM and ASA, and specifies exclusion rules for ancillary services and double-counting prevention in COH and DTF metrics. This regulation entered into force on the twentieth day following its publication in the Official Journal of the European Union.

Get EC alerts — same-day email on every new publication.

EUR-Lex

Access to European Union law

This document is an excerpt from the EUR-Lex website

You are here

EUROPA

EUR-Lex home

Delegated regulation - 2022/25 - EN - EUR-Lex

Help

Quick search

Use quotation marks to search for an "exact phrase". Append an asterisk ( * ) to a search term to find variations of it (transp * , 32019R * ). Use a question mark ( ? ) instead of a single character in your search term to find variations of it (ca ? e finds case, cane, care).

Search tips

Read the rest free, and get an email when EC publishes again

Email me when EC publishes something newOne email per publication, same day. Sign in below to keep reading.

Lineage: In force

amendssupersedesissued underrefers toproposed or not in RegAlertarrows run from the older text to the one that changes it

Source: European Commission — original document · Summary generated with machine assistance and reviewed before publication; the authoritative text is the regulator's original document. How RegAlert works