European Directive and Regulation on cross-border distribution of funds (CBDF) –  key changes? – 29 July 2021

The CBDF Directive is due to be transposed by 2 August 2021 and the substantive provisions of the CBDF Regulation are to apply from the same date. Listen to a summary of what to focus on for CBDF from Sandra O' Connor, Global Fund Registration Services Team Leader.

Description: This audio update refers to key changes regarding the European Directive and Regulation on cross-border distribution of funds (CBDF).

Irish funds and the Central Bank of Ireland (CBI) draft outsourcing guidance - 27 May 2021

The Asset Management & Investment Funds team and the Financial Regulatory Investigations team discuss some key points of the proposed outsourcing guidance for investment funds and investment firms.

ALG AudioLab · CBI Draft Outsourcing Guidance Funds And Investment Firms Perspectives

Description: This audio update refers to outsourcing guidance for investment funds and investment firms.

SFDR and Investment Funds –  what's next? – 26 April 2021

The 10 March 2021 deadline has passed for compliance with the first phase of requirements under the Sustainable Finance Disclosures Regulation (SFDR). The deadline for compliance with the next phase of requirements is set for 1 January 2022. Listen to a summary of what to focus on next for SFDR from Ann Shiels, Knowledge Lawyer.

ALG AudioLab · SFDR and Investment Funds – what’s next?

Description: This audio update refers to Sustainable Finance Disclosures Regulation (SFDR).

Beneficial ownership and Irish investment funds - 26 August 2020

Corporate entities started the filing process with the Irish registrar of beneficial ownership of companies in November 2019 and the Central Bank of Ireland has provided information about the filing process for ICAVs and unit trusts.  Listen to the key requirements from Nollaig Greene, Knowledge Lawyer. 

ALG AudioLab · Beneficial ownership and Irish investment funds

Description: This audio update refers beneficial ownership and Irish investment funds.

Cybersecurity: CBI expectations for funds and fund service providers - 20 August 2020

The Central Bank of Ireland has outlined its expectations around cybersecurity and implications for the Irish investment funds industry. Listen to an overview from Olga Ashe, Associate. 

ALG AudioLab · Cybersecurity CBI expectations for funds and fund service providers

Description: This audio update refers to cybersecurity; CBI expectations for funds and fund service providers.

UCITS & AIFMD Revisions: Draft Sustainability Directive and Regulation - 10 August 2020

Amendments to the UCITS and AIFMD legislative frameworks have been proposed on sustainability risks and sustainability factors to be taken into account for UCITS and AIFMs. Listen to an overview from Chris Bergin, Associate. 

ALG AudioLab · UCITS & AIFMD Revisions - Draft Sustainability Directive and Regulation

Description: This audio update refers to the UCITS & AIFMD draft sustainability directive and regulations.

Undue costs - Pricing process for UCITS and AIFs - 12 June 2020

A written pricing process will need to be developed in respect of UCITS and AIFs if ESMA's proposal of 4 June 2020 is implemented by the Central Bank of Ireland. Listen to an overview from Kerill O'Shaughnessy, Partner. 

ALG AudioLab · Undue costs - Pricing process for UCITS and AIFs

Description: This audio update refers to pricing process for UCITS and AIFs.

ESG and Investment Funds - ESA consultation on EU Disclosures Regulation - 28 May 2020

Draft regulatory technical standards on the content, methodologies and presentation of the sustainability‐related disclosures required under the EU Disclosures Regulation are included in the European Supervisory Authorities' consultation of 23 April 2020. Listen to an overview from Ann Shiels, Associate and Knowledge Lawyer.

ALG AudioLab · ESA Consultation Non EU Disclosures Regulation

Description: This audio update refers to ESG and Investment Funds - ESA consultation on EU Disclosures.

The EU Disclosures Regulation - 28 May 2020

The EU Disclosures Regulation outlines how the investment funds industry will need consider the information it discloses to investors in relation to sustainability and ESG. Listen to an overview from Laura Butler, Partner.

ALG AudioLab · The EU Regulation on Sustainability Regulated Disclosures

Description: This audio update refers to the EU disclosures regulation.

ESMA guidelines on performance fees in UCITS and certain types of AIFs - 6 May 2020

The European Securities and Markets Authority has published guidelines on performance fees in UCITS and certain types of AIFs which aim to harmonise EU supervisory practices.  Listen to an overview from Michael Barr, Partner.

ALG AudioLab · ESMA guidelines on performance fees in UCITS and certain types of AIFs
 

Description: This audio update refers to the ESMA guidelines on performance fees in UCITS and certain types of AIFs.