Hans Stamm

Hans Stamm

Dechert LLP

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Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

Finance Ministry Proposes Changes to German Fund Taxation - The draft bill proposed by the Finance Ministry for discussion purposes contains significant changes to the German tax environment regarding funds and...more

8/11/2015 - AIFM AIFS Asset Management BaFin ESMA EU Germany Investment Fund Tax Investment Funds

Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

German Federal Council Passes Retail Investors Protection Act - The German Federal Council approved the Retail Investors Protection Act on 12 June 2015 which will enter into force in the near future. The Act is designed...more

7/15/2015 - AIF AIFM Asset Management BaFin Banks EU Germany Investment Funds Retail Market Transparency Directive

Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

BaFin Issues New Guidance on Debt Funds - The German Financial Supervisory Authority, BaFin, made a significant change to its administrative practice on 12 May 2015 regarding loan originating and loan restructuring...more

6/22/2015 - China Debt Restructuring EU Exchange-Traded Products Germany Investment Funds Investment Management Joint Venture

Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

UCITS: New KIID Q&A - ESMA published revised Q&A’s on the KIID on 26 March 2015. The Q&A includes a new question on the treatment of past performance information in case of fund mergers....more

4/28/2015 - AIFMD Asset Management EMIR ESMA EU Fund Managers Investment Funds Memorandum of Understanding MiFID II Money Market Funds Shadow Banking Singapore Swaps UCITS

Investment Funds Update - Europe: Legal and regulatory updates for the funds industry from the key asset management centres and...

German Investment Fund Statistics - In March 2015, the German Investment Fund Association BVI issued its latest investment statistics report as of 31 January 2015, giving an overview of the net assets and net sales...more

4/10/2015 - AIFM AIFS Asset Management BaFin EU Germany Investment Funds Solvency II

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

EMIR: Non-Deliverable FX Forwards and Interest Rate Swap Clearing - Non-deliverable FX forwards - ESMA confirms that EMIR clearing requirements will not apply to non-deliverable FX forwards, though reserves its...more

4/2/2015 - Benchmarks Capital Markets Crowdfunding EMIR ESMA European Commission FX Forwards Interest Rates Investment Funds MiFID II Swap Clearing

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

Federal Ministry of Finance Guidance on Tax for Closed-Ended AIFs - The Federal Ministry of Finance has issued guidance on 12 February 2015 that broadens the favorable tax regime for investment partnerships applicable to...more

3/17/2015 - AIFM AIFS Amended Legislation BaFin Corporate Taxes Foreign Investment Germany Investment Funds Investment Partnerships Investor Protection Investors Retail Market Stock Corporations

Germany's Amended Investment Ordinance

The Investment Ordinance (Anlageverordnung – “Investment Ordinance” or “AnlV”), as recently amended and as discussed in more detail below, applies to the investments and the asset allocation of insurance companies and pension...more

3/12/2015 - AIFMD AIFS Companies Ordinance Germany Insurance Companies Investment Funds New Amendments Private Equity Funds Real Estate Investments UCITS

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

EU Passes New Council Directive to Implement “EU-FATCA" - The Council Directive passed by the EU on 1 December 2014 implements the OECD’s Common Reporting Standard (CRS) in Europe. The Directive has to be implemented...more

3/10/2015 - AIFMD Asset Management Benchmarks CCPs EIOPA EMIR ESMA ETFs EU FATCA Insolvency Investment Funds MiFID II Money Market Funds Regulatory Agenda Sovereign Debt Swap Clearing Swaps UCITS

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

AIFMD – FCA Publishes Information to Assist Alternative Investment Fund Managers with Annex IV Reporting - New FCA Q&As on GABRIEL for Annex IV reporting: On 20 January 2015, the FCA published a new Q&As document to...more

3/4/2015 - AIFMD Alternative Investment Funds Financial Conduct Authority Investment Funds Regulatory Agenda UK

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

CSSF Reminder Regarding Nomination of Depositaries of Bearer Shares - The Luxembourg regulator for the financial services industry (CSSF) has issued a press release and a FAQ in relation to the immobilization of bearer...more

2/20/2015

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

ICAV Update - Bill Passed by Lower House of Parliament: On 28 January 2015, the lower house of the Irish Parliament, the Dail, approved the draft legislation, including various amendments recommended during the Report...more

2/17/2015 - EU ICAV Investment Funds Ireland

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

On 15 January 2015, the German Investment Fund Association BVI issued its latest investment statistics report, giving an overview of the net assets and net sales within the German investment fund and asset management markets....more

2/12/2015 - Asset Management Germany Investment Funds

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

According to a change of the German Investment Code (Kapitalanlagegesetzbuch – KAGB), which entered into force on 21 December 2014, a German Investment Management Company’s risk management process has to ensure that the...more

2/11/2015 - Credit Ratings Germany Investment Funds

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

In November 2014, the German Financial Supervisory Authority, BaFin, issued a guidance notice with regard to the minimum investment criteria of German retail closed-ended funds, with a view to avoid so-called blind pool...more

2/10/2015 - Germany Investment Funds New Guidance

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

On 4 November 2014, the German Financial Supervisory Authority, BaFin, issued a guidance notice with regard to the requirements that have to be met to extend the term of a German retail closed-ended fund. According to Bafin,...more

2/7/2015 - BaFin Financial Services Authority Germany Investment Funds

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

On 26 January 2015, the AMF clarified both content and modalities of the reporting obligations by financial investment advisors associations, submitted on an annual basis. ...more

2/5/2015 - France Investment Adviser Reporting Requirements

Investment Funds Update - Europe Key legal and regulatory updates for the funds industry from the primary European asset...

The AMF introduces new technical data requirements in the authorization procedure for the management of new regulated markets or multilateral trading facilities (MTF)....more

2/4/2015 - France Investment Funds New Legislation

Investment Funds Update - Europe: Key legal and regulatory updates for the funds industry from the primary European asset...

On 1 January 2015 article 315-67 of the General Regulation of the AMF, which was enacted on 10 September 2014, entered into force. Under the terms of this investment services providers...more

2/3/2015 - France Investment Funds New Legislation

German Retail Investor Protection Act

The German Federal Ministry of Finance published the draft Retail Investor Protection Act (Kleinanlegerschutzgesetz, or Act)1 on 28 July 2014. The Act is intended to strengthen the protection of German retail investors – in...more

10/20/2014 - EU Grey Market Investors Retailers

Draft of the Amendment to the Investment Ordinance - Effects on Fund Investments

The Federal Ministry of Finance (BMF) issued a draft ordinance for the amendment of the Investment Ordinance (Anlageverordnung – AnlV) and the Pension Fund Capital Investment Ordinance for consultation (“Amendment Ordinance”)...more

7/8/2014 - Foreign Markets Investment Funds Pensions

Amended German Investment Tax Act

The German Federal States on 29 November 2013 approved the bill for the adjustment of the German Investment Tax Act (see also DechertOnPoint: German Investment Tax Act for Alternative Investment Funds) as adopted by the...more

12/5/2013

OECD Sets Out Ambitious Global Plan to Tackle Tax Fairness Issues

The Organisation for Economic Co-operation and Development (OECD) issued an “Action Plan” to tackle “Base Erosion and Profit Shifting” (“BEPS”) on 19 July 2013. The concept of BEPS covers a range of international tax...more

7/24/2013 - Enforcement Actions Fairness Hearings G20 OECD Tax Rates Tax Reform

German Investment Tax Act for Alternative Investment Funds

The German Ministry of Finance published on 4 December 2012 a draft bill amending the German Investment Tax Act, which is the special German tax regime for German investors investing in German and foreign investment funds....more

4/3/2013 - AIFM Alternative Investment Funds EU Investment Corporations Investment Partnerships

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