Cross Border Distribution 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…
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…
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…
EU Distribution for US Managers. The Compound Effect. Travel bans are recently being lifted across the world. The news was welcomed by many as a clear – undeniable – sign…
ELTIF Regulation Review. Less European, more Sustainable The long-awaited European Commission proposal for the ELTIF Regulation review is now out. Taking stock of the hard facts and that the full potential of…
The New Process for UCITS and AIF Deregistration Summer 2021 marked the entry into force in Europe of the Cross-Border Distribution Directive and, with it, also of a new – more streamlined…
AIFMD II Proposal. The End of the NPPR as we Know it? As part of the broader package of measures within the Capital Markets Union, the EU Commission finalised the AIFMD…
UCITS Marketing in UK Made Easier The road for the UK to retain its position as a global financial centre in the aftermath of Brexit is filled with hurdles. The…
PRIIPs KID in UK. More Head Wind for UCITS Managers ****PLEASE NOTE that since this article was published, the UK FCA confirmed that the exemption to the requirement for UCITS to transition…
ESMA Consultation on UCITS Crossborder Marketing Notification ESMA just kicked off one more interesting summer project, with a very recent consultation – closing on September 9th – on the technical standards for AIF…
ELTIF II Regulation and Private Markets Retailisation As the European Council adopts its position on the ELTIF II regulation, many are still asking why there have been so few ELTIF launches since its…
ESMA Consultation on UCITS Crossborder Management Notifications There is more than meets the eye in the ESMA consultation on UCITS crossborder management and marketing notification. Far from being exclusively confined to matters related…