Irish Association of Investment Managers

Lobbying Organisation Irish Association of Investment Managers

Date published 16 Jan, 2018

Relevant Matter Legislation

Public Policy Area Taxation

Period 1 Sep, 2017 to 31 Dec, 2017

Specific Details SARP, Stamp Duties on Property, Exit Tax on Investment Products

Intended results To ensure that the impact of legislation on the investment management industry was considered and understood. . To achieve equal tax treatment of deposits and investments by restoring parity between DIRT and exit tax and by discontinuing the 1% life levy.

Name of person primarily responsible for lobbying on this activity Brendan Bruen

Did any Designated Public Official(DPO) or former Designated Public Official(DPO) carry out lobbying activities on your behalf in relation to this return? You must include yourself, and answer Yes, if you are a current DPO or a DPO at any time in the past. (What is a Designated Public Official?) No

Did you manage or direct a grassroots campaign? No

Was this lobbying done on behalf of a client? No

Lobbying activity

The following activities occurred for this specific Subject Matter Area.

Letter (1)

Designated public officials lobbied

The following DPOs were lobbied during this return period on this specific Subject Matter Area. These DPOs were involved in at least one of the Lobbying Activities listed above, but not necessarily all of them. As returns are specific to a Subject Matter Area the above Lobbying Activities may be associated with multiple returns.

Michael W. D'Arcy Minister of State (Department of Finance)

Richard Troy Special Adviser (Department of Finance)

Paschal Donohoe Minister (Department of Finance)