Insights

What we are reading, writing and watching.

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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

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…

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Sustainable Finance Update: BaFin will apply certain principles from the draft Guideline for Sustainable Investment Funds in Germany

On 3 May 2022, the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungen – “BaFin”) stated that it will now apply certain…

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Zeidler Group recognised as a WealthTech100 firm

Zeidler Group is proud to announce its inclusion on the WealthTech100 list.  WealthTech100 is a prestigious ranking that recognizes the world’s most…

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ESG: MiFID Suitability Assessment – Are firms and clients speaking the same language?

Zeidler Group's Head of ESG, Elisa Forletta-Fehrenberg and Senior Associate, Sarah Noville, explore what impact the amendments to the MiFID suitability assessments…

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SFDR News: European Commission adopts final RTS under SFDR

On 6 April, the European Commission adopted the Delegated Regulation (DR) consolidating the Regulatory Technical Standards (RTS) prepared by the European Supervisory…

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Zeidler Group receives regulatory approval for registration of UK MiFID firm under the third country regime in Luxembourg for marketing to professional clients 

Zeidler Group officially received regulatory approval from the CSSF in Luxembourg earlier this year, for the UK MiFID firm of a large…

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Zeidler Group expands its reporting services with new factsheet solution

Zeidler Group announces its new factsheet solution adding further capabilities to its Reporting Services Division through its award-winning proprietary digital platform.

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EU GDPR /UK Data Representative  

Regulation (EU) 2016/679 (“GDPR”) requires that in certain circumstances entities, which are not established in the EU, appoint a “data representative”. The…

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Final Report on Social Taxonomy: Summary and Key Takeaways

On Monday, 28 February, the EU Platform on Sustainable Finance presented the publication of its final report on Social Taxonomy. Elisa Forletta-Fehrenberg, Head…

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BaFin updated their FAQ on MiFID II Conduct of Business Rules

BaFin updated their FAQ on MIFID II Conduct of Business Rules on 15 February 2022. This update provided specific clarification in relation…