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Month: April 2019

Home 2019 April

Do’s and Don’ts of Appointing a Facilities Agent for ELTIFs

15th April 2019Attilio VenezianoNo Comments

ELTIFs can be marketed to both professional and retail investors across Europe. In addition to specific suitability tests to be carried out on retail investors, ELTIFs regulation also imposes to appoint a Facilities Agent for ELTIFs in all the EU domiciles where marketing will take place. The Facilities Agent for ELTIFs is not necessarily a…

Fund Distribution and PRIIPs KIDs. What You Didn’t Know.

8th April 2019Attilio VenezianoNo Comments

EU Fund Distribution and PRIIPs KIDs notification are two interrelated subjects. Despite the fact that the European Parliament ordered at the end of 2018 a two-year delay for the application of PRIIPs rules for UCITS, these rules remain current for other funds, like retail AIFs and ELTIFs. In this post we will briefly touch on…

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