The Operational Impact of UCITS IV
| Date: | To be published January 2011 |
| Author: | Hilary Martin |
| Price: | £5000 to non-members of the Investit Intelligence Member service |
Intelligence members voted for this research in January in light of the European UCITS IV Directive due to become effective in July 2011, designed to make the cross-border UCITS market more efficient.
However when the implementation rules are published in July 2010, each national regulator will be responsible for implementing the rules into their own legislation; different authorities are free to interpret the regulations differently, which may give rise to variations across the EU member states. Furthermore the uncertain timeline for the proposed implementation is generating questions about what activities firms should be undertaking and when.
This Intelligence topic is running as a series of workshops and the six key topics being covered are:
- Key Investor Documents (KID)
- Management Company Passport
- Notification
- Master-feeder structures
- Fund mergers
- Regulator co-operation
Prior to each workshop Investit conducts research into establishing how the investment management industry is progressing and, where applicable, guest presenters are invited to attend.
For more information please contact Hilary Martin.
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