Article 2, Paragraph 2., Point (a) · Commission Delegated Regulation (EU) 2025/413

Contents

(a)a description of the financial interests of the person, and of any non-financial interests of the person with any of the following natural or legal persons:

(i)any other current shareholder or member of the target entity;

(ii)any person entitled to exercise voting rights of the target entity in any of the following cases or combination thereof:

(1)voting rights held by a third party with whom that person has concluded an agreement that obliges them to adopt, by concerted exercise of the voting rights held by them, a lasting common policy towards the management body of the target entity concerned;

(2)voting rights held by a third party under an agreement concluded with that person providing for the temporary transfer for consideration of the voting rights concerned;

(3)voting rights attached to shares that are lodged as collateral with that person, provided the person controls the voting rights and declares his or her intention of exercising those voting rights;

(4)voting rights attached to shares in which that person has the life interest;

(5)voting rights that are held, or may be exercised as referred to in points (1) to (4) by an undertaking controlled by that person;

(6)voting rights attached to shares deposited with that person which the person can exercise at its discretion in the absence of specific instructions from the shareholders;

(7)voting rights held by a third party in its own name on behalf of that person;

(8)voting rights which that person may exercise as a proxy where the person or entity can exercise the voting rights at its discretion in the absence of specific instructions from the shareholders;

(iii)any person that is a member of the management body of the target entity;

(iv)the target entity itself or any other member of its group;