Insights

What we are reading, writing and watching.

Blog Post

Pounds, Percentages and the End of RIY: Presenting Costs under CCI

Gentijana Begu and Jeet Doshi set out how the Product Summary reshapes cost disclosure under the UK CCI regime: Reduction in Yield calculations are gone, implicit transaction costs are no longer disclosed, and costs…

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Newsroom

Zeidler Group Registers One of the First Funds Under the UK’s New Overseas Fund Regime (OFR) 

We are proud to announce the successful registration of one of the first funds under the newly implemented Overseas Fund Regime (OFR)…

Blog Post

Central Bank of Ireland published a clarification on the process for UCITS and AIFs Following ESMA’s New Guidelines on ESG Fund Names

In September 2024, the Central Bank of Ireland provided clarifications as to the process for UCITS and AIFs seeking compliance with ESMA’s…

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Zeidler Group Appoints Patricia Nitschke as Head of Regulatory Services Division 

We are pleased to announce the promotion of Patricia Nitschke to Head of Regulatory Services Division.

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Zeidler Group Further Enhances Marketing Material Review Tool, Now Featuring Comprehensive “Gold-Plating”, Multilingual Capabilities, and Expanded Jurisdictional Coverage

Our Marketing Material Review Tool (MMR-Tool) now covers EU gold-plating requirements and offers multilingual compliance checks across key jurisdictions. Designed to help…

Blog Post

Norway: Recent Regulatory Developments – Implementation of the Cross-Border Distribution Framework

From 1 October 2024, Norway will implement the EU’s Cross-Border Distribution Framework (CBDF), introducing key changes to the marketing and distribution of…

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Zeidler Group Secures ONE group solutions as New Client for its Large Language Model-based Marketing Material Review Tool.

We are proud to announce a new partnership with ONE group solutions in Luxembourg, leveraging advanced Large Language Model (LLM) technology to…

Blog Post

Latest Greenwashing Fine: A Crucial Wake-Up Call for ESG Compliance and Transparency

Discover how a recent greenwashing fine imposed on a leading investment management firm serves as a wake-up call for ESG compliance.

Blog Post

How the SEC’s $1.2 Million Fines Signal the Importance of Marketing Rule Compliance for Investment Managers

Learn how the SEC's recent $1.2 million fines highlight the importance of Marketing Rule compliance for investment managers. Discover common compliance mistakes…

Blog Post

Investors Welcome Delay in FCA’s Sustainable Fund Label Rules

The FCA has extended the deadline for asset managers to comply with its new sustainability-related naming and marketing rules to 2 April…

Newsroom

Zeidler Group Appoints Kate Horgan as Head of Business Development in the US

We are pleased to announce the promotion of Kate Horgan to Head of Business Development-US.