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Portfolio Managers Disclosure Requirements Marketing

King & Spalding

New Marketing Rule FAQs Facilitate Compliance on Net Performance

King & Spalding on

On March 19, 2025, the SEC Staff published two Marketing Rule FAQs that address some of the more challenging aspects of the Marketing Rule requirement to present net performance information. Specifically, the FAQs provide a...more

Latham & Watkins LLP

FCA Pushes Back Deadline for SDR Naming and Marketing Rules

Latham & Watkins LLP on

The regulator is providing temporary flexibility in light of concerns that asset managers need extra time to prepare. On 9 September 2024, the FCA published a statement on its naming and marketing rules under the...more

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