UCITS

Blog, UCITS

New UCITS risk reporting requirements from the CSSF

On 22 April 2016, the CSSF released instructions on the new reporting template related to the risk and risk management of UCITS funds. The first report must be filed by 16 May 2016. The reporting applies to those UCITS that … More


Blog, UCITS

The Central Bank UCITS Regulations will come into effect on 1 November 2015

The Central Bank has today, 5 October 2015, published the Central Bank UCITS Regulations and feedback statements on CP77 – Consultation on publication of UCITS Rulebook and CP84 – Consultation on adoption of ESMA’s revised guidelines on ETFs and other UCITS issues. The … More


Blog, UCITS

UCITS V – Implications and Opportunities

What does the arrival of UCITS V in 2016 mean for fund managers? Are fund managers facing into a major compliance exercise? To help you decide if your compliance programme requires an overhaul for UCITS V, we examined the key … More


Blog, UCITS

ESMA consults on different share classes of UCITS

The European Securities and Markets Authority (ESMA) has published a discussion paper on different share classes of UCITS. The UCITS Directive recognises the possibility for UCITS to offer different share classes to investors but it does not prescribe whether, and … More


Blog, UCITS

UCITS V comes into force

The final UCITS V Directive (Directive 2014/91/EU) (“UCITS V“) has now been published in the Official Journal of the European Union. UCITS V amends Directive 2009/65/EC on undertakings for collective investment in transferable securities (“UCITS“). UCITS V came into force … More