News & Thoughts

Key Features of the Overseas Fund Regime for UCITS Marketing post Brexit  Key takeaways When analysing the implications of Brexit, the most emphasis has always been placed on the outward…

US Equities Sustain the Use Case of DLT for UCITS    Key takeaways In May 2024 the US will change its securities trade standards, shortening the settlement cycle to T+1…

The Strange Relationship between Reverse Solicitation and AIFMD Premarketing Key Takeaways Obsession of many, especially since the introduction of AIFMD, the scope of reverse solicitation of investment funds has been…

How MiFID Tied Agent Arrangements Keep UK Investment Firms Afloat in Europe  Key takeaways The use of MiFID tied agent arrangements has seen an uptick in the aftermath of Brexit.…

Article 92 UCITS Directive. A Guide to Digitalization of Local Facilities  The European Union is founded on a simple yet powerful principle. That is the freedom of movement within the…

Value for Money Assessment in Europe. Can we Trust the Gatekeepers?   Key takeaways The rules introducing the value for money assessment in Europe will shift the onus on fund management…

Local Facilities and PRIIPs KIDs II. The Offer of AIFs to German Semi Professional Investors.  In continental Europe there is a growing number of progressive domiciles where local regimes make…