Blog - Page 3 of 10

The Summer that Changed UCITS Cross Border Distribution

31st August 2021Attilio VenezianoAIFMD, PRIIPs KIDs, UCITSNo Comments#Crossborderdistribution, UCITS

The Summer that Changed UCITS Cross Border Distribution Summer arrived and with it the long-awaited introduction of the Cross Border Distribution of Investment Funds Directive. The main European hubs for fund domiciliation have been of course at the forefront in the implementation of the new rules applicable to UCITS Cross Border Distribution. Yet, it will take longer to get a full picture of implementation of the new rules across Europe. Conceived by the European Commission as part of a broader endeavour to…

SFDR for Non-EU AIFMs Marketing in EU

2nd July 2021Attilio VenezianoAIFMD, Crossborder Distribution, ESGNo Comments#SFDR, AIFMD, NPPR

SFDR for Non-EU AIFMs Marketing in EU. Whilst the dust settled on the first round of implementation, completed in March 2021, uncertainty lingered for a while around the applicability of SFDR for non-EU AIFMs. Notwithstanding a narrative on its extra-territorial effects, unfolded in the financial industry for a few months since introduction of the new…

Cross Border Distribution Directive and Facilities Agents

25th June 2021Attilio VenezianoAIFMD, Crossborder Distribution, UCITSNo Comments

Cross Border Distribution Directive and Facilities Agents One of the promises of the Cross Border Distribution Directive is to remove hurdles to the distribution of UCITS funds in Europe. For the cost of abiding to certain formalities imposed at local level being one of the main obstacles, it is clear how no single measure could…

Marketing UCITS in Europe via Social Media?

25th June 2021Attilio VenezianoUncategorisedNo Comments

Marketing UCITS in Europe via Social Media? The Cross Border Distribution of Investment Funds Directive comes with a set of measures aimed at making the marketing of UCITS in Europe less burdensome for [smaller] fund managers. Whilst some of the measures are directly impacting existing dynamics applicable to UCITS marketing in Europe (see article on…

ManCo Due Diligence. Quick Facts for US Fund Managers

6th April 2021Attilio VenezianoAIFMD, Crossborder Distribution, UCITSNo Comments

ManCo Due Diligence. Quick Facts for US Fund Managers ManCos, a term most commonly used in the investment management world to refer to both UCITS management companies as well as authorised alternative investment fund managers, have been recently – once again – under the spotlight of the Central Bank of Ireland. The results of a…

The New Regime for PRIIPs KIDs Notification in Italy

25th March 2021Attilio VenezianoAIFMD, Crossborder Distribution, PRIIPs, UCITSNo Comments

The New Regime for PRIIPs KIDs Notification in Italy ***UPDATE: Consob recently announced that the new procedure for PRIIPs KIDs submission will now entry into force in March 2022. Also, collective investment schemes might benefit from a lighter regime. Italy is amongst the handful of European member states to have introduced the requirement for notification…

European Fund Platforms. Quick Facts for US Fund Managers

18th March 2021Attilio VenezianoAIFMD, Crossborder Distribution, UCITSNo Comments

European Fund Platforms. Quick Facts for US Fund Managers Joining European fund platforms is at topic widely debated amongst US Fund Managers looking at fund distribution strategies for Europe. Whilst fund platforms do exist in the US, the European landscape for fund platforms is not entirely aligned in its practices and dynamics with the one…

Where the Rubber Meets the Road on AIFMD Pre Marketing

10th March 2021Attilio VenezianoAIFMD, Crossborder Distribution, UCITSNo Comments

Where the Rubber Meets the Road on AIFMD Pre Marketing By August 2021 most of Europe will implement the so-called Cross Border Distribution of Investment Funds Directive (the Directive). The reason why this is important is because of the introduction of the notion of AIFMD Pre Marketing as well as the related notification regime across…

What You Need to Know about Marketing UCITS in UK post Brexit

3rd March 2021Attilio VenezianoBrexit, UCITSNo Comments

What You Need to Know about Marketing UCITS in UK Post Brexit Discussions abound on the consequences of Brexit for UK market participants. Most of the focus so far has been on the access to the EU 27 – or loss thereof – once the EU passport was no longer a possibility (see more on…

MiFID Tied Agents. Weighing Your Options to Access the EU Single Market

11th January 2021Attilio VenezianoBrexit, MiFIDNo Comments

MiFID Tied Agents. Weighing Your Options to Access the EU Single Market 2021 started on a better note for many. Some of the old issues, like the uncertainty surrounding Brexit, was left behind in 2020 for good. A long-awaited trade deal was struck between the UK and the EU just by the end of the…