Home Europe EEA Joint Committee Decision of the EEA Joint Committee No 117/2021 of 19 March ...
Date: 18-Jan-2024 Category: Not Applicable State: Union Government Country: Europe

Decision of the EEA Joint Committee No 117/2021 of 19 March 2021 amending Annex IX (Financial services) to the EEA Agreement [2024/119]

Issued by EEA Joint Committee · Not Applicable

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Executive Summary & Key Takeaways

What it means

  • The EEA Joint Committee Decision No 117/2021 amends Annex IX (Financial services) to the EEA Agreement to incorporate Commission Delegated Regulations (EU) 2021/236 and (EU) 2021/237.
  • Commission Delegated Regulation (EU) 2021/236 concerns the timing of when certain risk management procedures will start to apply for the purpose of the exchange of collateral.
  • Commission Delegated Regulation (EU) 2021/237 concerns the date at which the clearing obligation takes effect for certain types of contracts.

Key Changes

  • Annex IX to the EEA Agreement is amended to include Commission Delegated Regulation (EU) 2021/237 in points 31bcp, 31bcq and 31bcr.
  • Adaptation (c) is deleted from points 31bcp, 31bcq and 31bcr.
  • The text of adaptation (b)(iii) in points 31bcp, 31bcq and 31bcr is replaced with a new text specifying the dates for the clearing obligation to take effect for EFTA States, based on equivalence decisions adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012.
  • Annex IX to the EEA Agreement is amended to include Commission Delegated Regulation (EU) 2021/236 in point 31bcs.
  • The text of adaptation (a) in point 31bcs is replaced, modifying the dates referenced in Article 35 for EFTA States. '16 August 2012' is replaced with '1 July 2017', and '18 February 2021' is replaced with 'the date of entry into force of Decision of the EEA Joint Committee No 117/2021 of 19 March 2021'.

Impact Analysis

Financial Institutions in EEA/EFTA

  • Action Item: Review and update internal policies and procedures to align with the incorporated regulations. Monitor the Official Journal of the European Union for the publication of the Icelandic and Norwegian language versions of the regulations.

EFTA States

  • Action Item: EFTA authorities should ensure timely notification under Article 103(1) of the EEA Agreement to facilitate the entry into force of this Decision.

Regulators

  • Action Item: Update supervisory frameworks to reflect the incorporated regulations and monitor compliance by financial institutions.

Key Entities Referenced

EEA Joint Committee: The decision-making body responsible for amending the EEA Agreement. Commission Delegated Regulation (EU) 2021/236: Regulation amending technical standards regarding the timing of risk management procedures for collateral exchange. Commission Delegated Regulation (EU) 2021/237: Regulation amending regulatory technical standards regarding the date at which the clearing obligation takes effect for certain types of contracts. EEA Agreement: The Agreement on the European Economic Area. Regulation (EU) No 648/2012: Regulation on OTC derivatives, central counterparties and trade repositories (EMIR). Commission Delegated Regulation (EU) 2015/2205: Regulatory technical standards on the clearing obligation. Commission Delegated Regulation (EU) 2016/592: Regulatory technical standards on the clearing obligation. Commission Delegated Regulation (EU) 2016/1178: Regulatory technical standards on the clearing obligation. Commission Delegated Regulation (EU) 2016/2251: Regulatory technical standards on risk-mitigation techniques for OTC derivative contracts not cleared by a CCP under Article 11(15) of Regulation (EU) No 648/2012. EFTA States: The European Free Trade Association states, including Iceland and Norway.
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Official Journal EN of the European Union L series 2024/119 18.1.2024 DECISION OF THE EEA JOINT COMMITTEE No 117/2021 of 19 March 2021 amending Annex IX (Financial services) to the EEA Agreement [2024/119] THE EEA JOINT COMMITTEE, Having regard to the Agreement on the European Economic Area (“the EEA Agreement”), and in particular Article 98 thereof, Whereas: (1) Commission Delegated Regulation (EU) 2021/236 of 21 December 2020amending technical standards laid down in Delegated Regulation (EU) 2016/2251 as regards to the timing of when certain risk management procedures will start to apply for the purpose of the exchange of collateral(1)is to be incorporated into the EEA Agreement. (2) Commission Delegated Regulation (EU) 2021/237 of 21 December 2020amending regulatory technical standards laid down in Delegated Regulations (EU) 2015/2205, (EU) 2016/592 and (EU) 2016/1178 as regards the date at which the clearing obligation takes effect for certain types of contracts(2) is to be incorporated into the EEA Agreement. (3) Annex IX to the EEA Agreement should therefore be amended accordingly, HAS ADOPTED THIS DECISION: Article 1 Annex IX to the EEA Agreement shall be amended as follows: 1. Point 31bcp (Commission Delegated Regulation (EU) 2015/2205) is amended as follows: (i) The following indent is added: ‘- 32021 R 0237: Commission Delegated Regulation (EU) 2021/237 of 21 December 2020(OJ L 56, 17.2.2021, p. 6).’ (ii) The text of adaptation (b)(iii) is replaced by the following: ‘as regards the EFTA States, the text of point (b) in the first subparagraph of paragraph 2 shall read as follows: “the later of the following dates in case an equivalence decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country applies in the EEA: (i) 60 days after the date of entry into force of the decision of the EEA Joint Committee containing the decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country; (ii) the date when the clearing obligation takes effect pursuant to paragraph 1”.’ (iii) Adaptation (c) is deleted. 2. Point 31bcq (Commission Delegated Regulation (EU) 2016/592) is amended as follows: (i) The following indent is added: ‘- 32021 R 0237: Commission Delegated Regulation (EU) 2021/237 of 21 December 2020(OJ L 56, 17.2.2021, p. 6).’ (1) OJ L 56, 17.2.2021, p. 1. (2) OJ L 56, 17.2.2021, p. 6. ELI: http://data.europa.eu/eli/dec/2024/119/oj 1/3EN OJ L, 18.1.2024 (ii) The text of adaptation (b)(iii) is replaced by the following: ‘as regards the EFTA States, the text of point (b) in the first subparagraph of paragraph 2 shall read as follows: “the later of the following dates in case an equivalence decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country applies in the EEA: (i) 60 days after the date of entry into force of the decision of the EEA Joint Committee containing the decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country; (ii) the date when the clearing obligation takes effect pursuant to paragraph 1”.’ (iii) Adaptation (c) is deleted. 3. Point 31bcr (Commission Delegated Regulation (EU) 2016/1178) is amended as follows: (i) The following indent is added: ‘- 32021 R 0237: Commission Delegated Regulation (EU) 2021/237 of 21 December 2020(OJ L 56, 17.2.2021, p. 6).’ (ii) The text of adaptation (b)(iii) is replaced by the following: ‘as regards the EFTA States, the text of point (b) in the first subparagraph of paragraph 2 shall read as follows: “the later of the following dates in case an equivalence decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country applies in the EEA: (i) 60 days after the date of entry into force of the decision of the EEA Joint Committee containing the decision adopted pursuant to Article 13(2) of Regulation (EU) No 648/2012 for the purposes of Article 4 of that Regulation covering the OTC derivative contracts referred to in the Annex to this Regulation in respect of the relevant third country; (ii) the date when the clearing obligation takes effect pursuant to paragraph 1”.’ (iii) Adaptation (c) is deleted. 4. Point 31bcs (Commission Delegated Regulation (EU) 2016/2251) is amended as follows: (i) The following indent is added: ‘- 32021 R 0236: Commission Delegated Regulation (EU) 2021/236 of 21 December 2020(OJ L 56, 17.2.2021, p. 1.).’ (ii) The text of adaptation (a) is replaced by the following: ‘In Article 35, as regards the EFTA States: (i) the words “16 August 2012” shall read “1 July 2017”; (ii) the words “18 February 2021” shall read “the date of entry into force of Decision of the EEA Joint Committee No 117/2021 of 19 March 2021”.’ Article 2 The texts of Delegated Regulations (EU) 2021/236 and (EU) 2021/237 in the Icelandic and Norwegian languages, to be published in the EEA Supplement to the Official Journal of the European Union, shall be authentic. 2/3 ELI: http://data.europa.eu/eli/dec/2024/119/ojEN OJ L, 18.1.2024 Article 3 This Decision shall enter into force on 20 March 2021, provided that all the notifications under Article 103(1) of the EEA Agreement have been made*. Article 4 This Decision shall be published in the EEA Section of, and in the EEA Supplement to, the Official Journal of the European Union. Done at Brussels, 19 March 2021. For the EEA Joint Committee The President Clara GANSLANDT * No constitutional requirements indicated. ELI: http://data.europa.eu/eli/dec/2024/119/oj 3/3

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