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EU sustainability-related disclosures - delayed until 1 July 2022 | EC replies to SFDR questions

Aug 2021

publication

1 July 2022 is the new date for implementation of the next phase of sustainability-related disclosure requirements under the Sustainable Finance Disclosures Regulation (SFDR).

AIF and UCITS integration of sustainability risks and factors

Aug 2021

Article

Legislative measures requiring integration of sustainability factors and sustainability risks into UCITS and AIFMD regimes will apply from 1 August 2022.

AIFMD consultation

Nov 2020

article

The European Commission (EC) launched a consultation relating to its review of the AIFMD, the Alternative Investment Fund Managers Directive, in October 2020. This followed an earlier EC report on AIFMD....

Undue costs - Pricing process for UCITS and AIFs

Jun 2020

audio

National regulators will expect a written pricing process to be developed in respect of UCITS and AIFs. This is if the ESMA proposal of 4 June 2020 directed at national regulators is...

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

May 2020

audio

The European Securities and Markets Authority (ESMA) has published guidelines on performance fees in UCITS and certain types of AIFs which aim to harmonise EU supervisory practices.

Harmonisation of cross-border distribution of UCITS and AIFs

Sep 2019

article

A European Directive and Regulation on the cross-border distribution of funds (CBDF) came into force on 1 August 2019.

UCITS and AIFs Liquidity: Stress testing and management

Sep 2019

article

On 2 September 2019, ESMA issued its final guidelines on liquidity stress testing in UCITS and AIFs. The guidelines become effective on 30 September 2020. They apply to UCITS Management Companies, SMICs, AIFMs and...

ESMA UCITS Q&A update March 2019 - UCITS KIID benchmark disclosure

Jun 2019

article

The ESMA UCITS Q&A updated on 29 March 2019 clarifies benchmark and past performance disclosure obligations in UCITS KIIDs....

PRIIPs Regulation: 2019 update

Mar 2019

publication

At the end of 2018 and beginning of 2019 there were a number of proposed updates to the PRIIPs regulations. The net result is that a comprehensive review of the PRIIPs Delegated...

Does your Irish fund need a PRIIP KID?

Mar 2019

publication

This publication contains a summary of the EU Regulation on Packaged Retain and Insurance-based Investment Products (EU 1286/2014) the PRIIPs Regulation which was effective on 1 January 2018.

UK TPR Update 2020

Oct 2020

publication

Our Global Fund Registration Services team looks at implications for investment funds marketed in the UK of the Financial Conduct Authority's temporary permissions regime, which has re-opened its notification window...

Q&A - UK TPR update

Oct 2020

article

The temporary permissions regime operated by the Financial Conduct Authority in the UK, or TPR, reopened on 30 September 2020. Our team put together some answers for fund managers of Irish investment...

Second Shareholders’ Rights Directive

May 2019

article

SRD II contains transparency provisions which are applicable specifically to AIFMs, UCITS ManCos and SMICs.

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EU sustainability-related disclosures - delayed until 1 July 2022 | EC replies to SFDR questions

AIF and UCITS integration of sustainability risks and factors

AIFMD consultation

Undue costs - Pricing process for UCITS and AIFs

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

Harmonisation of cross-border distribution of UCITS and AIFs

UCITS and AIFs Liquidity: Stress testing and management

ESMA UCITS Q&A update March 2019 - UCITS KIID benchmark disclosure

PRIIPs Regulation: 2019 update

Does your Irish fund need a PRIIP KID?

UK TPR Update 2020

Q&A - UK TPR update

Second Shareholders’ Rights Directive