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Outsourcing Regulatory Requirements

Latham & Watkins LLP

OCC Affirms Banks Can Engage in Crypto Custody and Execution Activities

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The federal banking agencies continue to open the channels for regulated entities to engage in digital asset activities. On May 7, 2025, the Office of the Comptroller of the Currency (OCC) published Interpretive Letter...more

Carey Olsen

Bermuda investment funds - Spring 2025 update

Carey Olsen on

Our investment funds team outline the latest developments within the investment funds market in Bermuda, covering the Bermuda Monetary Authority ("BMA") business plan 2025, BMA Consultation Paper - operational resilience and...more

Stikeman Elliott LLP

CIRO Publishes Phase 5 of its Rule Consolidation Project

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The Canadian Investment Regulatory Organization (“CIRO”) has published for comment Phase 5 of its rule consolidation project (the “Rule Consolidation Project”). Phase 5 involves rules relating to outsourcing and service...more

A&O Shearman

ESMA 2024 CCP peer review report

A&O Shearman on

The European Securities and Markets Authority (ESMA) has published its 2024 peer review report in respect of central counterparties (CCPs), as required by Regulation (EU) No 648/2012 (EMIR). The focus of the report is...more

Morgan Lewis - Tech & Sourcing

Business Process Outsourcing on the Rise: Opportunities and Challenges

The business process outsourcing (BPO) market is growing at an unprecedented rate as technological advancements transform traditional BPO models to keep up with evolving business needs. As BPO service providers implement and...more

Morgan Lewis - Tech & Sourcing

The Devil Is in the Details: Key Thoughts on Compliance Provisions

In the current, highly competitive, business landscape, businesses face the challenge of optimizing efficiency, enhancing productivity, and reducing costs, all while maintaining the quality of their services. One of the...more

Walkers

A comprehensive guide to the BMA's proposed new Operational Resilience and Outsourcing Code

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In response to the increasing interconnectedness of financial service providers across global networks, the BMA is proposing to implement a new Operational Resilience and Outsourcing Code for regulated entities across all...more

Cadwalader, Wickersham & Taft LLP

The UK’s Banking Regulator Looks to Increase Its Receipt of Operational Incident Information

The UK’s Prudential Regulation Authority (“PRA”) has issued a consultation paper on proposals for rules and expectations for regulated firms to report operational incidents and material third-party arrangements (the “CP”) in...more

Skadden, Arps, Slate, Meagher & Flom LLP

The Standard Formula: A Guide to Solvency II – Chapter 10: Governance Requirements

Solvency II is organised around three core pillars of prudential regulation, which ensure the safety and soundness of (re)insurers, in line with the scale, nature and complexity of their business: - Pillar One focuses on...more

Walkers

Irish Quarterly Legal and Regulatory Report - Asset Management and Investment Funds July - September 2023

Walkers on

Welcome to the July – September 2023 issue of our Irish Quarterly Legal and Regulatory Developments report for asset management and investment funds. This report covers key dates and developments during the quarter, such...more

Burr & Forman

FINRA Vendor-Management Guidance: You Can’t Outsource Responsibility

Burr & Forman on

On August 13, 2021, the Financial Industry Regulatory Authority (“FINRA”) issued Regulatory Notice 21-29, collecting guidance on outsourcing and vendor management.  The Notice was prompted by increased reliance on outsourcing...more

Holland & Knight LLP

Mexico Publishes Guidelines for Registering Subcontractors

Holland & Knight LLP on

Mexico's Federal Official Gazette issued on May 24, 2021, the agreement announcing the general provisions for the registration of individuals or legal entities that provide specialized services or perform specialized works in...more

Morgan Lewis - Tech & Sourcing

ESMA Publishes Guidelines on Outsourcing to Cloud Service Providers

The European Securities and Markets Authority (ESMA) on May 10 published final guidelines on outsourcing to cloud service providers (ESMA Guidelines) to help firms and competent authorities identify, address, and monitor the...more

Latham & Watkins LLP

Key Regulatory Developments in Hong Kong and Singapore: December 2020

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Regulators consult on an investor identification regime and outsourcing requirements, and issue guidance on electronic storage of regulatory records and environmental risk management - This blog post summarises key...more

Polsinelli

New York Regulatory Action a Reminder That Insurers Cannot Outsource Their Regulatory Responsibilities

Polsinelli on

The New York Department of Financial Services’ (“DFS”) recently announced an extraordinary regulatory action in which two insurers have entered into a Consent Order with the DFS under which one of the insurers will pay a $15...more

Seyfarth Shaw LLP

Outsourcing: Why The Game Has Changed

Seyfarth Shaw LLP on

Traditionally, alternative labour models – including outsourcing and contracting – have been used by business to defray cost and risk and deal with workflow fluctuations. Today’s environment is creating new challenges for...more

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