Marketing UCITS in Europe via Social Media?
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…
Read More Cross Border Distribution and Facilities Agents
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…
Read More SFDR for Non-EU AIFMs Marketing in EU
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…
Read More The Summer that Changed UCITS Cross Border Distribution
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…
Read More EU Distribution for US Managers. The Compound Effect.
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…
Read More The New Process for UCITS and AIF Deregistration
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…
Read More AIFMD II Proposal. The End of the NPPR as we Know it?
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…
Read More PRIIPs KID in UK. More Head Wind for UCITS Managers
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…
Read More ESMA Consultation on UCITS Crossborder Marketing Notification
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…
Read More ESMA Consultation on UCITS Crossborder Management Notifications
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…
Read More A Closer Look at UCITS Marketing Notification
A Closer Look at UCITS Marketing Notification The Crossborder Distribution Directive, on the one hand, and the more recent ESMA Consultation on UCITS Crossborder Marketing Notification, on the other, offer the opportunity…
Read More Crossborder Distribution Marketing Communications – CSSF Weighs In
Crossborder Distribution Marketing Communications – CSSF Weighs In A few weeks lapsed since the updated ESMA Q&A on the application of the UCITS directive created havoc in the industry, by calling for…
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