What You Need to Know about UCITS Marketing in Italy With assets under management easily exceeding a trillion Euros, nearly half of which accounted for by the fund industry, Italy remains one of the most attractive markets for EU fund distribution. However, not an easy one especially for foreign asset managers. A very conservative local…
UCITS KIID PRIIPs KID Transition. Is that Ever Going to Happen? There are few reasons why UCITS managers are concerned with PRIIPs. The first and most apparent one is that the definition of PRIIPs encompasses both packaged retail investment products and insurance-based investment products, with UCITS falling under the first category. The second reason, more…
Investment Funds Cross Border Distribution in 2021 The European landscape for investment funds Cross Border Distribution is set for a small revolution in 2021. Following the adoption in mid-2019 of both a new directive and a regulation, part of a broader endeavour of the European Commission on the Capital Markets Union, the time has now…
Add Sub-funds in the UK Temporary Permission Regime So, you are most likely one of the wise fund managers or promoters to have had your UCITS authorised for marketing in the UK under the European passport regime, just on time before the end of the transition period. You also most likely were able to carry…
Luxembourg Fund Distribution Post Brexit. All You Need to Know Now The CSSF recently issued a press release to reinstate and clarify the steps required for Luxembourg Fund Distribution post Brexit in light of the looming deadline of 31 December 2020 and the end of the transition period in the UK. The press release from…