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Assessing the Elasticity of Retail Investment to Tax Incentives

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In brief

The European Commission, DG FISMA, is purchasing research and development services to assess the elasticity of retail investment to tax incentives, with an estimated value of 300,000 EUR. The submission deadline is 20 November 2026. Notice, tender documents and submission instructions are available on ec.europa.eu.

Updated October 16, 2026

Deadline
34 days left
November 20, 2026
Contract Details
Category
Other
Reference
EC-FISMA/2026/OP/0010
Value
€300,000
Location
EU Institutions
Published
October 09, 2026
CPV Code
Project Timeline

Tender Published

October 12, 2026

Deadline for Questions

November 13, 2026

Submission Deadline

November 20, 2026

View Original

Key facts

Buyer
European Commission, DG FISMA - Financial Stability, Financial Services and Capital Markets Union
Estimated value
€300,000
Deadline
34 days left
CPV Code
73000000 — Research and development services and related consultancy services
Source
EU Funding & Tenders Portal
Budget
€300,000
Duration
Not specified
Location
EU Institutions
Type
Other

Original Tender Description

The study should pursue two complementary objectives. First, it should estimate the elasticity of retail investment to tax incentives by analysing in order to determine how strongly tax advantages affect the likelihood to invest and the amounts invested. Second, it should assess the potential budgetary implications of introducing an SIA under different design scenarios, taking into account varying forms of tax incentives participation rates and substitution effects with existing savings products
EU Funded

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Basic Requirements

  • EU funding compliance required

Documents

14 documents available with AI summaries

Annex 10 - Selection gridDOC
Annex 10 - Selection grid_V1.docx

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Annex 2 - Declaration of honourDOC
Annex 2 - Declaration of honour_V1.docx

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Annex 3 - Power of AttorneyDOC
Annex 3 - Power of Attorney_V1.docx

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Annex 4 - List of identified subcontractorsDOC
Annex 4 - List of identified subcontractors_V...

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Annex 5.1 - Commitment letter by an identified subcontractorDOC
Annex 5.1 - Commitment letter by an identifie...

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Annex 5.2 - Commitment letter by an entity with relied on capacityDOC
Annex 5.2 - Commitment letter by an entity wi...

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Annex 6 - Financial offer formDOC
Annex 6 - Financial offer form_V1.docx

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Annex 7 - Statement of annual turnoverDOC
Annex 7 - Statement of annual turnover_V1.doc...

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Annex 8 - Standard submission formDOC
Annex 8 - Standard submission form_V1.docx

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Annex 9 - Project referencesDOC
Annex 9 - Project references_V1.docx

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Direct Service Contract - EC-FISMA-2026-OP-0010PDF
Direct Service Contract - EC-FISMA-2026-OP-00...

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Invitation to tender EC-FISMA-2026-OP-0010 - Elasticity of Retail InvestmentPDF
Invitation to tender EC-FISMA-2026-OP-0010 - ...

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Tender Specifications - Retail InvestorsPDF
Tender Specifications - Retail Investors_V1.p...

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All tender documents (ZIP)ZIP
download-e7093cb3-420c-498d-bf98-9217c4b59026...

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