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sickness and health insurance.
Second, any data sharing relationship will be strictly subject to customer permission, as has already
been the case with respect to payment account data under PSD2. A particular challenge is when
customers have relationships with multiple firms (both data holders and data users), which can
make it cumbersome to track and revoke the respective permissions granted. This is why this
proposal imposes a requirement on data holders to provide customers with dedicated permission
dashboards as part of their customer interfaces.
Third, the proposal adds rules on who is eligible to access customer data to make sure that all datausers are subject to authorisation and supervision. For firms to be able to access customer data
under this proposal, they will either have to be regulated financial firms or be authorised as Financial
Information Service Providers (FISPs). FISPs will also be subject to the Digital Operational Resilience
Act, which addresses cybersecurity risks. Account Information Service Providers (AISPs) duly
authorised under the PSR/PSD3 regime will be eligible to access customer data in line with the
modalities set out in this proposal, notably as members of financial data sharing schemes and
subject to compensation to data holders.
How does this proposal relate to the broader policy framework on data?
This proposal contributes to the commitment set out in the EU
Digital Finance Strategy
to put in
place a European financial data space. It builds on the lessons learned from ‘open banking' as
identified in the review of the revised Payment Services Directive (PSD2) and is fully consistent with
the PSR/PSD3 proposals tabled today. Overall, this proposal fits into the broader
European strategy
for data
and will builds upon the key principles for data access and processing set out in its
accompanying initiatives, such as the Data Governance Act, the Digital Markets Act and the Data Act
proposal.
How does this proposal relate to data sharing under PSD2?
The open banking provisions introduced under PSD2 concern customer data of only one type of
product in the financial sector – payment account. Payment account data will remain subject to the
regulatory framework under PSR/PSD3, which is already well established. This proposal in turn
regulates access to customer data for all other types of financial products and services, excluding life
and health/sickness insurance as well as data related to consumer creditworthiness assessment.
Furthermore, this proposal also differs in terms of the regulatory approach. While data sharing under
PSR/PSD3 is based on non-contractual access at no cost, this proposal requires data holders and
users to agree on financial data sharing schemes that contain the contractual terms for sharing data.
It also entitles data holders to get reasonable compensation for the costs of making data available.
This is fully in line with the Commission's Data Act proposal. Unlike PSR/PSD3, this proposal covers
only information access services and excludes transaction initiation services, because the latter are
not relevant for all types of financial services covered by this proposal.
How does this proposal interact with GDPR?
The proposed framework is coherent with and without prejudice to the GDPR
,
which provides for
general rules
on the processing of personal data to ensure their protection and free movement. Any
legal obligation to disclose personal data must meet the requirements set by the GDPR. Giving
consumers control over their personal data is one of the main objectives of the GDPR, which
stipulates generally applicable requirements, including the requirement to ensure the security of
data processing and the right to data portability. However, the latter is subject to practical
limitations, which have led the Commission to propose a general framework for additional data
access rights in the Data Act proposal, and the same approach is taken in this initiative.
Does the proposal respect the subsidiarity principle?
Financial services legislation is a shared competence between the EU and Member States. Member
States cannot improve data sharing in the financial sector acting alone, given that the holders and
potential users of customer data in finance often operate across several Member States in the single
market for financial services, and they do so on the basis of EU financial services legislation.
Therefore, a single customer may have data held by financial institutions in different Member States,
and all these financial institutions would need to be subject to the same framework and the same
technical standards to enhance trust and allow the integrated use of this data. Individual national
initiatives would result in overlapping requirements and disproportionately high compliance costs for
firms without providing most of the benefits due to a lack of interoperable standards, which are
fragmented along national lines.
How and by whom will the standards be developed?
The proposal will require data holders and data users to become members of a financial data sharing
scheme, which will be tasked with the development of standards for customer data and access
interfaces. These standards will have to be subsequently implemented by all scheme members.
Will data holders be entitled to compensation?
Data access for customers themselves will be free of charge. The situation will be different for firms
accessing data under permission by the customer. Data holders will be entitled to reasonable
compensation from data users for making customer data available to them. In cases where the data
user is an SME (e.g. a small FinTech firm), any compensation shall not exceed the costs directlyattributable to the individual data request.
These compensation principles fully reflect the general principle of compensation to data holders
legally obliged to make data available introduced by the Data Act proposal. Thus, it can in no way be
considered as a payment for the data itself, but rather as compensation for the costs of building and
maintaining the technical infrastructure required for accessing high-quality data that can be used by
data users to add further value for the financial sector customers.
For More Information
Press release
Factsheet
Legal texts
QANDA/23/3544
Press contacts:
Daniel FERRIE
(+32 2 298 65 00)
Aikaterini APOSTOLA
(+32 2 298 76 24)
General public inquiries:
Europe Direct
by phone
00 800 67 89 10 11
or by
email