Knowledge is Power

Zeidler’s views, research, and news

Connect the dots and keep pace with regulatory change, legal challenges, data operations and the broader business issues within your industry.

Our team of legal, regulatory compliance and data experts actively monitor the latest industry updates and provide practical advice and guidance.

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Taxonomy Regulation, Pre-Contractual, & Periodic Reporting Disclosures

Zeidler Group's ESG Legal Advisory team explain the context of the Taxonomy Regulation, how it affects asset management firms, and next steps to consider to help you better navigate the sustainable finance landscape.

Newsroom

Zeidler Group announces major updates to fully automated PRIIPs KID generator tool.

Zeidler Group is proud to reveal its latest product offering, a PRIIPs KID generator tool that combines legal expertise and digital innovation allowing the ability to support compliant documents for both the current and new RTS.

Podcast

ESMA Marketing Communication Guidelines

In this episode of the Legal Zeidgeist podcast, the focus is on a fund's marketing communications. Kunal Grover, Head of Business Development, is joined by Robert Boyle, Head of Legal Ireland to discuss the fast-approaching European Securities and Markets Authority (ESMA) marketing communication guidelines.

Release Notes

CDD Update: Email Notifications

Our development team have been working on improving the feature set introduced with the updates made with CDD 2.0. The platform will now automatically send notifications directly to our clients’ mailbox when updates are made to their assigned questionnaires.

Podcast

ESG and the developments in the UK

In this Legal Zeidgeist podcast episode, Associate Brigid Dolan is joined by Elisa Forletta-Fehrenberg, Head of ESG, to provide a brief but comprehensive analysis of what has been happening in the world of ESG in the UK right now.

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Cross-Border Distribution Framework (CBDF) Implementation Tracker

Zeidler Group has summarised the implementation progress of the new Cross-Border Distribution Framework (CBDF) regime in the relevant EU / EEA member states to ensure firms are aware of potential operational blind spots to maintain ongoing fund governance best practices.

Podcast

Transaction Costs Conundrum

In this Legal Zeidgeist episode, Head of Business Development Kunal Grover sits down with Thilo Zeidler, CFO and Product Owner to discuss transaction costs.

Newsroom

Zeidler Group continues rapid growth, with a new office in Melbourne, Australia.

Zeidler Group is delighted to officially announce its continued growth into the APAC region.

Blog Post

PRIIPs Legal Update: Another Day, Another Delay – Can Manufacturers breathe a small sigh of relief?

Senior Associate, Gemma Capelo shares her perspective on the latest PRIIPs legal update.

Podcast

Regulatory Compliance: Information interpretation for asset managers

In this Legal Zeidgeist episode, Legal Researcher, Sabir Musthafa, is joined by Senior Associate, Sarah Noville, to discuss how investment management firms can keep pace with regulatory change in multiple jurisdictions.

Podcast

UCITS & PRIIPs KI(I)Ds – A never ending story….

The focus of this Legal Zeidgeist podcast episode is on K(I)IDs. Zeidler Group's Senior Associate Gemma Capelo sits down with Director, Martin Jones, to provide a succinct summary of the ever-changing landscape of the PRIIPs regulation including the latest updates on the proposed changes to the PRIIPs Regulatory Technical Standards (RTS).

Podcast

ESG: Where are we now and where do we need to be?

In the latest Legal Zeidgeist podcast episode, the regulatory spotlight is on ESG. Senior Associate, Jasminka Makovec, is joined by Head of ESG, Elisa Forletta-Fehrenberg, for a comprehensive and candid overview of the latest ESG updates and regulatory requirements.

Podcast

From Paris with love for funds

In this episode of the Legal Zeidgeist podcast, Max Harper, Chief Delivery Officer, is joined by Valentin Chantereau, Head of Legal Paris, to discuss the many opportunities in the French market for asset management firms.

Newsroom

New German Process Agent / Receiving Agent Requirements

New and upcoming rules in Germany require insurance companies, management companies, credit institutions,  payment providers and securities institutions that outsource material activities to entities outside the EU to appoint a German receiving agent also known as a process agent („Receiving Agent“).

Newsroom

Equity Trustees chooses Zeidler Group’s TMD Generator solution for Design and Distribution (DDO) obligations.

Australia’s leading trustee company, Equity Trustees has selected Zeidler Group’s new tech tool, TMD Generator, to comply with the new Design and Distribution (DDO) obligations.

Blog Post

PRIIPs Update: European Commission adopt revised PRIIPs RTS

On 7 September 2021, the European Commission published an updated Delegated Regulation and supporting Annexes to amend the regulatory technical standards (RTS) for packaged retail and insurance-based investment products (PRIIPs). Senior Associate, Gemma Capelo provides her view and analysis of what to expect in the latest update of the UCITS to PRIIPs KID transition.

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ESG Glossary

Zeidler Group's ESG glossary contains a list of ESG and industry-related terminologies, regulations and definitions to help you better navigate the ESG landscape.

Newsroom

Zeidler Group recognised in World’s 100 Most Innovative AI Fintech Companies

Zeidler Group announces its inclusion on FinTech Global's AIFinTech100 for 2021.

Newsroom

Zeidler Group Appoints New Head of Legal in Paris 

Zeidler Group has appointed Valentin Chantereau as its new Head of Legal in Paris

Newsroom

Zeidler Group receives regulatory approval for one of the first pre-marketing notification filings in Europe.

On 27 August 2021, Zeidler Group received regulatory approval for one of the first pre-marketing notification filings in Europe.

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European Commission Q&As on the Sustainable Finance Disclosure Regulation (SFDR)

In January 2021, the European Supervisory Authorities issued a request for clarification to the European Commission and by a way of response to this request, on 26 July 2021, the European Commission published its Q&A on SFDR. The objective of Zeidler's summary and analysis is to help firms understand which areas have been clarified and which remain uncertain.

Blog Post

Cross-Border Distribution Regulation and UCITS Marketing Materials Requirements 

The Cross-Border Distribution Regulation sets out requirements for marketing communications in relation to UCITS and AIFs. This blog focuses on the Regulation’s requirements for UCITS’ marketing communications.

Release Notes

Accessing the CDD portal for the first time

A quick video guide on how to access the CDD portal for the first time.

Newsroom

Zeidler Group launches Counterparty Due Diligence (CDD) Version 2.0 

The technology-driven law firm, Zeidler Group, has launched the latest version of its Counterparty Due Diligence (CDD) module to ensure more control, collaboration and efficiency for its asset management clients and their counterparties such as delegates.

Blog Post

The Pre-Marketing Regime for AIFs

On 2 August 2021, Directive (EU) 2019/1160 with regard to cross-border distribution of collective investment undertakings (the “Directive”) came into force in many EU jurisdictions. One of the important changes introduced by the Directive is the new harmonised pre-marketing regime for AIFs across the EU. Kunal Grover and Sarah Noville provide a concise summary of the new pre-marketing regime.

Release Notes

Counterparty Due Diligence (CDD) Version 2.0

Zeidler is excited to present CDD version 2.0. Our latest features are designed to further future-proof your counterparty due diligence requirements.
More Control. More Collaboration. More Efficient.

Blog Post

Financial Conduct Authority Proposes Further Divergence on the UK PRIIPs Regulation

On 20 July 2021, the Financial Conduct Authority (“FCA”) published a consultation paper (CP 21/23) on the post-Brexit scope rules under the Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation and amendments to the supplementary UK Regulatory Technical Standards (“RTS”).

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Diversity & Inclusion at Zeidler

The topic of diversity and inclusion has become an international conversation that continues to challenge society on how we treat people who belong to different groups. As a dynamic international law firm working across different cultures and practices, it is important to us that every member of our team feels welcome and safe. Our Head of Recruitment & Talent, Fola Oguntoye, shares why and how Zeidler invests in a positive work culture.

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FSMA fines large Belgian retail bank for non-compliance with marketing rules in Belgium

The Belgian Financial Services and Markets Authority (FSMA) recently published a settlement agreement agreed with a large Belgian retail bank.

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European Commission announces intention to delay SFDR RTS application to July 2022

The European Commission confirmed yesterday (8 July 2021) that it intends to delay the full implementation of the Sustainable Finance Disclosure Regulations (SFDR) by 6 months.

Whitepaper

Permissible activities under the new AIFMD pre-marketing regime

One change as part of the fast-approaching Cross-Border Distribution Directive is in relation to the pre-marketing of AIFs.  The directive aims to standardise the pre-marketing rules for EU-AIFs across EU member states. Ahead of the new regime, Zeidler summarises the Do's and Don't's that will apply to an EU AIFM pre-marketing EU AIFs on a cross-border basis.

Podcast

Cross-Border Distribution Directive: The new pre-marketing regime

In this episode of the Legal Zeidgeist podcast, the focus is on the upcoming Cross-Border Distribution Directive's new pre-marketing framework that will introduce uniform European rules regulating the pre-marketing of alternative investment funds (AIFs).

Newsroom

Zeidler Group announces strategic partnership with Legal Innovation Lab Wales to build AI solutions for legal delivery.

Zeidler Group, announces its research partnership with Legal Innovation Lab Wales within the Hillary Rodham Clinton School of Law, Swansea University.

Webinar

Where to with Level 2?

From the Taxonomy to the Regulatory Technical Standards, where is the industry with SFDR readiness? Watch the panel on-demand to hear a lively discussion on how firms are preparing for SFDR Level 2 and the next reporting milestones.

Podcast

ESG: regulations, reporting disclosures and regulatory roadmap

In part 2 of our ESG spotlight special, Zeidler's Senior Associate, Jasminka Makovec and Head of ESG, Elisa Forletta-Fehrenberg, join Kunal Grover, Head of Business Development, to provide an overview of SFDR, the regulatory pipeline and how firms can best prepare.

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Investment Firms Directive and Investment Firms Regulation

Under the Investment Firms Directive and Investment Firms Regulation, MiFID firms will be subject to a new prudential regime from 26 June 2021.

Podcast

ESG: The rise of sustainability in the investment management industry

 In part 1 of our ESG spotlight special, Zeidler's Head of ESG, Elisa Forletta-Fehrenberg, provides a concise overview of ESG and contextualizes its rise within the financial services sector. Elisa also outlines the acronyms associated with the various ESG related regulations.

Newsroom

An interview with Zeidler’s Head of ESG, Elisa Forletta-Fehrenberg

Zeidler's Head of ESG, Elisa Forletta-Fehrenberg was interviewed at the Sustainability & Impact Investor Forum Virtual. Watch as Elisa provides a comprehensive overview of ESG, including the Taxonomy Regulation, where we are now with SFDR level 2 and the next regulatory milestones firms need to be aware of. 

Webinar

Navigating the Cross-Border Distribution Directive

Effective from 2 August 2021, the new cross-border distribution directive is fast approaching. Join Zeidler Group for a concise webinar on-demand to help firms better navigate the upcoming cross-border distribution directive.

Podcast

Notes on Notarisation

In this episode of the Legal Zeidgeist podcast, we examine the role of notarisation agent services in Germany. Zeidler's Chief Delivery Officer, Max Harper, and Notarisation Officer, Enes Soylu, discuss why firms need a notary agent in Germany, the role Zeidler plays and share their amusing and unexpected anecdotes from their experiences as notary agents.

Podcast

Corporate Secretarial: The secret sauce of fund governance

In this episode of the Legal Zeidgeist podcast, Zeidler’s legal experts look at the behind-the-scenes operations of a fund. Associate, Daniel O'Leary, and Senior Associate, Jasminka Makovec, provide a  concise overview of company secretary services and their specific function to ensure good corporate governance and operational best practices.

Blog Post

HM Treasury to extend PRIIPs exemption for UCITS funds for five years

On June 1 2021, the HM Treasury announced intentions to extend the current five year exemption for Undertakings for the Collective Investment in Transferable Securities (UCITS) funds from requirements of the Packaged Retail Investment and Insurance-based Products (PRIIPs) Regulation.

Podcast

Cross-Border Distribution Directive: the Good, the Bad and the UCITS

As the countdown to the implementation date continues to draw nearer, Senior Associates, Katrina Crampton, and Sarah Noville, discuss and dissect the key changes that will significantly impact UCITS funds and their distribution within the EU.

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Cross-Border Distribution Directive and Regulation

The new cross-border distribution directive and regulation will come into effect from 2 August 2021. Ensure your firm is aware of the key operational considerations and potential preparation blind spots ahead of the implementation deadline with Zeidler's comprehensive guide.

Newsroom

Zeidler Group welcomes Thilo Zeidler as Chief Financial Officer and Product Owner

The technology-driven law firm Zeidler Group has appointed Thilo Zeidler, a former Managing Director at Goldman Sachs, in a dual role as the CFO and Product Owner of various data products.

Podcast

The post Brexit impact on the investment industry

In this episode of the Legal Zeidgeist podcast, Kunal Grover,  Zeidler's Director of Business Development is joined by Robert Boyle, Head of Legal Ireland to discuss the ongoing post Brexit challenges the investment industry is facing.

Blog Post

Cross-Border Distribution Directive and Regulation: A Mixed Bag?

The key provisions of the Cross-Border Distribution Directive and Regulation will take effect from 2 August 2021, at the latest. The directive and regulation contain provisions that should improve and simplify cross-border distribution of investment funds within the EU. Kunal Grover analyses the directive and regulation and provides a breakdown of the advantages and disadvantages on cross-border distribution of AIFs and UCITS within the EU.

Newsroom

Congratulations to our associate for their admission to the Luxembourg Bar

Podcast

National Private Placement Regimes (NPPR)

In this episode of the Legal Zeidgeist podcast, Aoife Maguire, Head of Fund Registrations at Zeidler Group is joined by Robert Boyle, Head of Legal Ireland, to provide a comprehensive overview of National Private Placement Regimes (NPPR). 

Blog Post

European Securities and Markets Authority updated Q&A on MiFID II and MiFIR investor protection and intermediaries topics

ESMA recently updated its Q&A on MiFID II and MiFIR investor protection and intermediaries topics. The update concerns one of the conditions specifying when an inducement can be considered as designed to enhance the quality of the relevant service to the client. Brigid Dolan discusses 3 elements of Article 11(2)(a) , ESMA has outlined.

Webinar

UCITS to PRIIPS KID Transition: Are We There Yet?

Get the latest legal and regulatory insights on the upcoming UCITS to PRIIPs KID Transition with Zeidler's team of regulatory, legal and data experts.

Blog Post

Brexit: Where are we now and what next?

The asset management industry has been discussing Brexit and its impact on the investment funds industry since 2016. Brexit and its many uncertainties has led to a multitude of different approaches within the investment funds industry. Kunal Grover examines the various approaches taken, the current status and future possibilities of Brexit and its impact on the asset management industry.

Podcast

Cross-Border Distribution Directive

In this episode of the Legal Zeidgeist podcast, Zeidler's Business Development Director, Kunal Grover is joined by Founder and Managing Directive of Zeidler Group, Arne Zeidler, to discuss the upcoming cross-border distribution directive.

Podcast

Keeping up with the K(I)IDs

In this episode of the Legal Zeidgeist podcast, Kunal Grover, Business Development Director at Zeidler Group is joined by Zeidler Group's Head of Product- Data Solutions, Martin Jones to look back and review the annual KIID refresh.

Podcast

The evolution & revolution of Zeidler Group

In this episode of the Legal Zeidgeist podcast, Zeidler Group’s Chief Delivery Officer, Max Harper is joined by Founder and Managing Director of Zeidler Group, Arne Zeidler, to explore the evolution of Zeidler Group.

Podcast

Digital Innovation for legal and compliance: buzzwords versus best practices

In the first episode of the Legal Zeidgeist podcast, Kunal Grover, Business Development Director at Zeidler Group is joined by Founder and Managing Director of Zeidler Group, Arne Zeidler to discuss digital innovation within the asset management industry.

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