EBA Outsourcing Guidelines

Understanding and implementing the European Banking Authority's framework for managing third-party risks in financial institutions

Overview

The European Banking Authority (EBA) Outsourcing Guidelines provide a comprehensive framework for financial institutions to manage risks associated with outsourcing arrangements, including cloud service providers and other third parties. These guidelines, which came into effect on September 30, 2019, apply to credit institutions, investment firms, payment institutions, and electronic money institutions across the EU.

"The EBA Guidelines specify how financial institutions should manage third-party and outsourcing risks to maintain financial stability and security across the European Union."

September 30, 2019

Effective Date

All EU Financial Institutions

Scope of Application

Risk Management

Primary Focus

Key Requirements

Governance Framework

Financial institutions must implement robust governance arrangements for all outsourcing activities

Due Diligence

Comprehensive assessment of service providers before entering into outsourcing arrangements

Risk Assessment

Detailed risk evaluation for all outsourced functions, particularly critical or important functions

Outsourcing Register

Maintain a comprehensive register of all outsourcing arrangements with detailed documentation

Exit Strategies

Establish viable exit strategies for all outsourcing arrangements to ensure operational continuity

Ongoing Monitoring

Regular monitoring and assessment of service providers' performance and compliance

Implementation Framework

1

Gap Analysis

Evaluate existing outsourcing arrangements against EBA requirements

  • Inventory all outsourcing arrangements
  • Classify arrangements as critical or important
  • Identify compliance gaps
2

Policy Development

Update or establish outsourcing policies and procedures

  • Develop governance framework
  • Create risk assessment methodology
  • Establish monitoring protocols
3

Register Implementation

Create and maintain comprehensive outsourcing register

  • Document all existing arrangements
  • Include all required information
  • Establish update protocols
4

Ongoing Compliance

Ensure continuous adherence to EBA guidelines

  • Regular reviews of outsourcing arrangements
  • Provider performance assessments
  • Regulatory reporting

Contact Us

Our EBA Outsourcing Services

  • Gap Analysis and Assessment
  • Outsourcing Policy Development
  • Outsourcing Register Implementation
  • Compliance Monitoring and Support

+1 (555) 123-4567

123 Business Street, Suite 100
New York, NY 10001

Request Information