News & Analysis as of

Cross-Border European Undertakings for Collective Investment in Transferable Securities

Goodwin

Guidelines on Marketing Communications Under the Regulation on Cross-Border Distribution of Funds

Goodwin on

SCOPE - On 2 August 2021, The European Securities and Markets Authority (“ESMA”) published the Guidelines on Marketing Communications (the Guidelines) under the regulation on cross-border distribution of funds, which...more

Hogan Lovells

Funds and asset management regulatory news, August 2021 #2

Hogan Lovells on

Regulation on the cross-border distribution of CIS: ESMA guidelines for marketing communications The European Securities and Markets Authority (ESMA) has published the official translations (select the "i" for languages other...more

BCLP

Reducing barriers to the cross-border distribution of investment funds – AIFMD rules now finalised

BCLP on

In March 2018 the European Commission published a draft package of measures aimed at reducing barriers to the cross-border distribution of investment funds. The proposed approach involves aligning the rules between different...more

Orrick - Finance 20/20

European Parliament to Consider Proposed Regulation and Directive on Cross-Border Distribution of Collective Investment Funds

On January 24, the European Parliament updated the following procedure files: - The procedure file for the proposal for a Directive on the cross-border distribution of collective investment funds (2018/0041(COD))....more

A&O Shearman

European Commission Publishes Legislative Package for Cross-Border Distribution of Investment Funds

A&O Shearman on

As part of its work on creating a European Capital Markets Union, the European Commission has published a legislative package of amendments, comprising a proposed Regulation and a proposed Directive....more

Dechert LLP

US Hedge Fund Managers: Accessing Capital and Marketing in Europe

Dechert LLP on

Recent regulatory change has made the marketing of hedge funds in the European Economic Area (the “EEA”) more involved, particularly for managers based outside the EEA. This appears to have led some US investment advisors to...more

Dechert LLP

Chilean Pension Funds Market Officially Open for Business for Irish UCITS.

Dechert LLP on

Following Dechert’s series of reports in relation to the Chilean pension funds market and its accessibility to Irish UCITS, see Dechert OnPoint - Moody’s Upgrade Points to Reopening of the Chilean Pension Market to Irish...more

Dechert LLP

Simplified Authorization Procedure for Cross-Border Marketing of Swiss Securities Funds and German UCITS

Dechert LLP on

At the beginning of this year – to the (pleasant) surprise of market participants – an agreement came into force to implement a simplification in the marketing of Swiss securities funds (Effektenfonds) in Germany, and German...more

Dechert LLP

Financial Services Quarterly Report - Fourth Quarter 2013: Management of French Funds and Access to the French Market: New...

Dechert LLP on

Further to the implementation of the AIFM Directive in France, new cross-border management and distribution possibilities are now available for investment products in the form of alternative investment funds (AIFs)....more

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