Foreign Direct Investment

This compulsory survey is part of the statistical obligations of the Grand-Duchy of Luxembourg as a member of international institutions, including the European Commission (Eurostat), the ECB, the IMF and the OECD. The purpose of this survey is the annual collection of primary data on FDI flows and stocks held:

by non-residents in the Grand-Duchy of Luxembourg (inward direct investment).
abroad by residents of the Grand-Duchy of Luxembourg (outward direct investment).

Questionnaires

Instruction guides

Methodological framework

FAQs

Survey objectives

The data will contribute to establish a discrete set of statistics on Foreign Direct Investments (FDI) as well as on foreign affiliates (FATS). It will further form a basis for establishing the International Investment Position of Luxembourg and it will complement the balance of payments and the national accounts. Moreover, it will serve to feed the European Groups Register (EGR) and it will add to the broader economic analysis of the Luxembourg economy.

Implementation

Is liable to this survey any company or other body selected by STATEC on account of certain accounting criteria (shareholder funds, financial assets, balance sheet total, employment, sales revenue) and to be potentially in a direct investment relationship with a non-resident, either as a foreign direct investor or as a foreign direct investment enterprise:

if its parent company is established abroad or if one or several foreign shareholders hold directly or indirectly at least 10% of its ordinary shares or voting rights
if it holds directly or indirectly one or several subsidiaries, affiliates or branches abroad

The reduced population of the survey is updated annually and embraces companies from the following three economic activity sectors:

banking (± 140 resident companies),
insurance and reinsurance (± 300 resident companies),
other economic activities (± 450 resident companies).

The survey covers the entire banking and insurance sectors while it includes only medium-sized and large companies in the remaining sectors. Special purpose entities (SPEs, holding companies, ”société de participation financière”) that are not part of a group with operational activities on the national territory are excluded from this survey.

The survey is sent out in April/May of the year following the accounting period of the reference year. The duly completed questionnaires shall be returned to STATEC by 30th June of the survey year.

Legal framework

Regulation (UE) 2019/2152
Regulation CE 555/2012
Regulation CE 184/2005
Ministerial Act of 13 November 1998
Law of 28 June 2000

Foreign Direct Investment

Questionnaires

Instruction guides

Methodological framework

FAQs

Survey objectives

Implementation

Legal framework

Instructions

Methodological framework

Contact

Publications