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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Blog Post

AIFMD Review: A Legal Analysis of New Liquidity Management Rules for Open-Ended Funds 

Stay informed and navigate AIFMD II with confidence. Explore the legal intricacies of the AIFMD II and its impact on open-ended funds'…

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ETF actifs : le Code Monétaire et Financier (enfin) modifié

ETF actifs bientôt admis à la cotation sur Euronext Paris : retrouvez l’explication de Valentin Chantereau sur le lien suivant

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Zeidler Group enhances ESG EET solution with v.1.1.2 capabilities for robust ESG reporting solution

Zeidler Group unveils enhanced EET solution, streamlining ESG reporting with automated features and compliance assurance. Explore our state-of-the-art tool, empowering clients to…

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Guide to Germany’s Future Financing Act for Startups and SMEs

Get a comprehensive guide to Germany's Future Financing Act for startups and SMEs. Patricia Nitschke explores streamlined access to the German capital…

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SEC’s March 6 Meeting: What’s Next for Climate Disclosures?

Explore the latest ESG developments as the SEC decides on the proposed Climate Risk Disclosure. Understand the impact on investors and compliance.

Blog Post

Exploring AIFMD II: Understanding Key Changes on delegation arrangements 

Explore the key changes introduced by AIFMD II, amending AIFMD and UCITS Directive, focusing on delegation arrangements. Gain insights into new disclosure…

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Navigating SEC Guidelines: Unpacking the Latest FAQs on Fund Performance Marketing Compliance

Explore the latest SEC updates on fund performance marketing compliance in our insightful blog. Learn about the newly added question on gross…

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Machine Learning for Investment Fund Compliance has arrived! Experience Fully Automated Marketing Material Reviews in Minutes

We are beyond thrilled to unveil our latest investment funds solution - Marketing Material Review tool. Trained by our global team of…

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FCA Reveals Insights: Solo-Regulated Firms in the Temporary Permissions Regime

The FCA has recently published summary data on solo-regulated firms that entered and those that left the temporary permissions regime (TPR).

Whitepaper

A Guide to the Upcoming UK SDR Regime

Stay ahead in the ever-evolving world of sustainable finance with our research-driven yet practical guide to the imminent UK SDR regime. With…