Financial Instruments
As well as the information noted below, fi-compas.eu is provided by the European Commission in partnership with the European Investment Bank. It is a unique platform for advisory services on financial instruments under the European Structural and Investments Funds (ESIF). fi-compass is designed to support ESIF managing authorities, EaSI microfinance providers and other interested parties by providing practical know-how and learning tools on financial instruments.
- EGESIF_14_0038-03 - Financial Instruments in ESIF Programmes 2014 - 2020 - a short reference guide for managing authoritiesOpen URL in new tab
- EGESIF_14_0039-1 - Guidance for Member States on Article 37 (2) CPR - Ex Ante AssessmentOpen URL in new tab
- This leaflet contains graphics that may be inaccessible to some people. The content of the leaflet is available in HTML format at: EGESIF_14_0039-1 - Guidance for Member States on Article 37 (2) CPR - Ex Ante Assessment Download File
- EGESIF_14_0040-1 - Guidance Notes for Member States on Financial Instruments - GlossaryOpen URL in new tab
- EGESIF_15_0005-01 - Guidance for Member States on repayable assistance in comparison to financial instruments and grantsOpen URL in new tab
- EGESIF_15_0012-02 - Guidance for Member States on article 37 (7) (8) (9) CPR - Combination of support from a financial instrument with other supportOpen URL in new tab
- EGESIF_16-0003-01 - Annotated template for reporting on financial instruments according to Article 46 CPR Download File
- EGESIF_16-0006-00 - Guidance for Member States on CPR eligibility rules for ESI Funds Financial Instruments Download File
- EGESIF_16-0007-00 - Guidance for Member States on Article 38 (4) CPR - Implementation options for Financial Instruments managed by or under the responsibility of the managing authority Download File
- Ex-Ante Assessment Methodology for Financial Instruments in the 2014 - 2020 Programming Period - Volume 1 (Covering all thematic objectives)Open URL in new tab
- Ex-Ante Assessment Methodology for Financial Instruments in the 2104 - 2020 Programming Period - Volume 3 (enhancing the competitiveness of SME including agriculture, microcredit and fisheries (Thematic objective 3) )Open URL in new tab
- Ex Ante Assessment of Financial Instruments - Executive Summary - March 2014 Download File
- Guidance for Member States on Interest and Other Gains Generated by ESI Funds support paid to Financial Instruments (Article 43 CPR)Open URL in new tab
- Guidance for Member States on the selection of bodies implementing Financial InstrumentsOpen URL in new tab
- Presentation on Financial Instruments in the Programme Download File
- A list of Guidance Notes can be found at the European Commission's WebsiteOpen URL in new tab
- UK experiences in the use of Financial InstrumentsOpen URL in new tab