A new dawn for
legal delivery

Reshaping investment funds law

From fund formation to daily fund governance and cross-border registrations, Zeidler covers your legal, regulatory compliance and broader business needs.

More efficiently. Cost effectively. Faster.
To a consistently high quality. Globally.

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Formation of your Investment Funds

Start with Zeidler and you won’t look back. Benefit from our dedicated legal expertise and range of legal efficiencies to best structure and set up your investment funds.

  • discussing investment policy and target markets to determine the right structure for your fund
  • drafting your fund’s constitutional and offering documents
  • negotiating and reviewing
    service provider agreements
  • managing your fund’s creation,
    day-to-day
  • liaising with the regulator
    to obtain fund approval.
Enquire about this service

Company Secretary Services

Our comprehensive Company Secretary Services handle every aspect our clients and their board members require.

  • organising and preparing fully for board meetings, AGMs and EGMs
  • attending and overseeing meetings
  • preparing and distributing approved minutes and action items to all stakeholders
  • updating the registers and statutory records
  • advising relevant parties
    of key changes in relevant regulatory requirements
  • reviewing and completing
    all necessary forms
  • preparing and maintaining
    compliance calendar
  • maintaining the Company Seal and safekeeping of original documents
  • providing Registered Office
    services at our offices.
Enquire about this service

ESG Legal Advisory Service

Leverage Zeidler’s multi-disciplined and multi-jurisdictional team of legal and regulatory experts to advise you on Sustainable Finance and ESG related matters.  Our ESG Legal Advisory services include legal advisory, regulatory compliance and digital solutions.

Legal Advisory

  • Product scoping, adaptation and alignment
  • Performing a gap analysis on a client’s current approach at entity and product-level on ESG integration, disclosure and reporting against SFDR level 1 and 2 requirements as well as the Taxonomy and its delegated acts (where applicable)
  • Providing bespoke and ad-hoc support on SFDR, Taxonomy and other sustainable finance related queries

Regulatory compliance

  •  Assistance in drafting the sustainability-related disclosures and documentation at entity and product level (to be published on websites, annual reports and pre-contractual documents – in prospectuses, KIIDs)
  • Ensuring consistency of communication in marketing materials (Factsheets, brochures, presentations, etcetera)
  • Advising on key national requirements in certain EU jurisdictions(notably France and Germany)

Digital solutions

  • SFDR Reporting service 
  • Managing all SFDR related matters  – production, management, translation, legal content drafting and enhanced dissemination.
  • Entire process is managed and monitored via Zeidler’s digital platform
  • Additional support available for bespoke requirements

We can also support and advise on the following compliance topics:

  • SFDR (Sustainable finance disclosures regulation) (EU 2019/2088) 
  • Taxonomy Regulation ((EU) 2020/852) 
  • Shareholders Rights Directive II ((EU) 2017/828) 
  • Stewardship Codes 
Enquire about this service

SFDR Disclosures Tool

Leverage Zeidler Group’s ESG expertise and digitally innovative workflows to meet regulatory, legal and compliance obligations and disclosure requirements. 

  • Managing all SFDR pre-contractual and periodic disclosures –  production, management, translation, legal content drafting and enhanced dissemination via our self-service tool. 
  • Entire process is managed and monitored via Zeidler Swift.
  • Additional support is available for bespoke requirements.
  • For a demo, please email our experts to learn more:
[email protected] 
Enquire about this service

Cross-Border Legal Advice

We provide legal advice for asset managers to the laws of 50+ jurisdictions and counting. This is a true one-stop-shop for your international legal needs.

  • appointing local agents in distribution jurisdictions when required
  • negotiating and reviewing distribution agreements and
    other service provider agreements
  • giving bespoke legal advice on distribution and marketing activities globally, including fact-sheet and marketing material review projects.
Enquire about this service

Global Knowledge Hub

The Global Knowledge Hub is our proprietary web-based knowledge platform. It provides access to practical information on Registration and Compliance matters for UCITS and AIFs in multiple jurisdictions. This information has been created and simplified by our in-house team of lawyers and subject specialists.

  • Web-based platform
  • Provides practical information on Registration and Compliance matters for UCITS and AIF’s
  • Also provides information on marketing, pre-marketing, private placement, reverse solicitation rules for UCITS and AIF’s
  • Created and regularly updated by specialist lawyers and subject experts
  • Over 70 jurisdictions available now for UCITS and AIFs with more to come…
  • Fixed annual fee and flexible subscription plans to suit your needs
  • Includes support for queries via phone, email and chatbot
  • Unlimited number of users
Enquire about this service

Cross-Border Registrations

We support globally, with the registration of investment funds (UCITS and AIFs) in the EU and EEA proving extremely popular with our clients. We can also help you realize the opportunities for European funds in jurisdictions outside of Europe. Every year we carry out hundreds of fund registrations in 50+ jurisdictions.

  • passporting UCITS funds throughout the EU and EEA
  • passporting EU AIFs with EU AIFMs throughout the EU and EEA
  • registering non-EU AIFs or AIFs with non-EU AIFMs for distribution under the National Private Placement Regimes (NPPRs)
  • registering UCITS funds and AIFs for global distribution in jurisdictions such as Chile, Singapore, South Africa and Switzerland
  • translating fund documents
    into multiple languages for filing with regulators and distributing
    to investors.
Enquire about this service

UCITS KIID and PRIIPs KID – Production, Management, Calculations and Dissemination

We provide an end-to-end solution that combines our legal expertise with our digital platform to generate and manage your UCITS KIID and PRIIPs KIDs. Our service spans all UCITS KIID and PRIIPs KID related matters, including production, management, translation, legal drafting and dissemination.

  • Managing all UCITS KIID and PRIIPs KID related matters – production, management, translation, legal content drafting and dissemination
  • Providing annual as well as ad hoc updating caused by a change to:
    • SRRI/SRI
    • Performance data
    • Ongoing charges
    • Legal changes
    • Client changes
  • Providing all legal content
  • Automated document generation
  • Management of foreign-language translations
  • Dissemination to regulators, distributors and shareholders via API / e-mail / download
  • Active monitoring and maintenance of the compliance status
  • Fully compliant with the latest RTS,
  • Entire process is managed and monitored via Zeidler’s digital platform.
Enquire about this service

European Facilities Agent Service

Our European Facilities Agent Service is a comprehensive one-stop shop solution designed to take the burden out of meeting obligations internally or paying local agents fees in each respective jurisdiction.

  • EU wide coverage
  • Replace all your local agents with one central agent
  • Covers all local language requirements
  • Access to online platform to make relevant
    information and documents available to investors
  • Fair, transparent and fixed fee with savings of up to 80%
  • Zeidler Group will seamlessly takeover when the new cross border distribution directive is implemented into the national law of each EU member state by (2nd August 2021 at the very latest)
  • One central point of contact, one low cost and unlimited freedom
Enquire about this service

Counterparty Due Diligence (CDD)

We provide a digital Counterparty Due Diligence solution that is future proof and can be tailored to your needs. We can help with all aspects of the CDD process, including validation.

  • Providing access to our best-practice questionnaire template(s) or creating a bespoke questionnaire that meets your specific needs
  • Managing dissemination and completion of the questionnaire by the counterparty(s)
  • Rating responses provided by counterparties based on your rating priorities and risk appetite
  • Validating responses provided by counterparties via online / telephone / onsite validation
  • Providing advice on how to mitigate identified risks
  • The entire process is managed and monitored via Zeidler Swift.
  • Ensure compliance with regulatory requirements such as CP86, CSSF Circular 18/698
  • Manage your counterparty and delegate network including distributors, platforms, administrators, custodians, research providers, prime brokers, investment managers, investment advisors, IT service providers.
Enquire about this service

EMT / EPT – Production, Validation and Dissemination

Production, Validation and Dissemination of EMTs and EPTs via our digital platform.

  • Production of EMTs and EPTs
  • Validation of EMTs and EPTs
  • Enhanced dissemination of EMTs and EPTs to data vendors, distributors or any other destinations via email, S(FTP), API etc with a full audit trail
  • Assistance with migration to the latest EMT and EPT versions
  • Calculations and ongoing monitoring – SRI, SRRI, Performance scenarios, Transaction costs etc.
  • Additional support available for bespoke requirements
Enquire about this service

Factsheets

Our factsheet solution takes a holistic approach with digital workflows and dedicated legal and compliance oversight to ensure full compliance, transparency, and timely processes.

  • Full integration– connect to any data source for seamless integration.
  • Template flexibility–  fully adaptable and customisable in terms of design, size, use of existing templates and creation of new template designs.
  • Scalability– Our solution can work with thousands of documents to ensure efficient and flexible results without compromising on quality.
  • Timeliness– our solution takes a holistic approach to significantly reduce complexity and total costs of ownership for clients to ensure a stress-free and simplified factsheet process.
  • End-to-end technology– Utilises fully-automated workflow processes as part of Zeidler Group’s award-winning digital platform.
Enquire about this service

TMD Generator

To help you meet your Australian Design and Distribution Obligations (DDO), we provide a digital solution to generate and manage your Target Market Definition (TMD) documents. Our service spans all TMD related matters, including production, management and dissemination.

  • Official licence holder of the Financial Services Council (FSC) TMD template
  • Automated generation of the TMD document and data report
  • Purposeful management of the TMD: users can review, comment and approve the TMD document on our platform
  • Enhanced dissemination to all of the products’ distribution channels via email / download / API
  • Archival TMD management: Users can store historic versions of TMDs
  • Entire process is managed and monitored via Zeidler’s digital platform
Enquire about this service

MiFID Compliance Officer and Trainings

We provide a full MiFID compliance solution that covers everything from providing general and bespoke advice to a fully outsourced compliance solution.

  • Providing an outsourced compliance officer solution
  • Providing general and bespoke MiFID compliance advice
  • Drafting the compliance policies framework
  • Providing general and bespoke MiFID compliance trainings
Enquire about this service

EET Production, Management, and Dissemination

Our EET solution ensures ESG data transparency with dedicated expertise via our digital platform. 

  • Production and validation of EETs.
  • Enhanced dissemination of EETs to data vendors, distributors or any other destinations via email, S(FTP), API etc with a full audit trail.
  • Additional support available for bespoke requirements.
Enquire about this service

Document Dissemination

Accelerate your fund document dissemination with our enhanced digital tool. Our user-friendly solution ensures rigorous compliance oversight with advanced workflows for the quickest process and full audit trail. 

The document dissemination service includes disseminating updated fund documents by email to a list of local agents, distributors, and other parties regardless of the number of recipients on that list or the number of times per year that documents must be disseminated. 

  • Enhanced rules-based dissemination of fund documents  such as EMTs, EPTs, EETs, UCITS KIID, PRIIPs KID, amongst other documents to data vendors, distributors or any other destinations via email, S(FTP), API etc  
  • Full audit trail for complete transparency and control with added compliance oversight from our Regulatory Services Division 
  • Additional support available for bespoke requirements 
  • Full integration with our digital platform and legal, regulatory, and reporting services to ensure a true end-to-end process. 
Enquire about this service

Local Agency Services

We act as German Information Agent, UK Facilities Agent and Irish Facilities Agent for international investment funds.

Anleger aus Deutschland

Für OGAW-Fonds in dieser Gerichtsbarkeit sind wir als Informationsstelle tätig und erfüllen die Anforderungen des Deutschen Investmentgesetzes (GIC).

Access investor information

UK and Ireland investors

Zeidler is a UK and Irish Facilities Agent. We help our clients with international investment funds to comply with the rules for foreign UCITS of the UK’s financial regulator (FCA) and the Central Bank of Ireland.

Access investor information

Process Agent
Services

We act as Process Agent  / Receiving Agent on behalf of international parties who enter into transactions in Germany, Ireland, Luxembourg and the United Kingdom.

Appoint us as your Process Agent and benefit from:

  • Competitive pricing model
  • Fast turnaround of documents and extreme responsiveness
  • Straightforward and simple fee structure
  • Flexible and service-oriented team
Enquire about this service

Ongoing Fund Governance

Once the registration of funds is completed in your new jurisdictions, let us take care of the ongoing fund governance.

  • managing regulatory filings
  • maintaining registration status
    by filing updated fund documents with both home-state and host-state regulators
  • reporting on compliance matters
  • monitoring legal amendments
    and regulator updates.
Enquire about this service

Legal Management of your Investment Funds (Local Counsel Service)

Accept no excuses. Everyday activities should be extraordinarily streamlined. Zeidler adds some zoom to investment funds law,
with nimbler processes.

  • updating your prospectus or PPM, alongside memorandum and articles of association
  • advising on day-to-day legal management of funds
  • reviewing service provider agreements
  • drafting corporate documents
  • organizing AGMs and EGMs
  • advising on eligible assets for UCITS
  • managing regulator relationships, such as with the CBI and CSSF.
Enquire about this service

Stock Exchange Listings

We carry out stock exchange listings and stock exchange cross-listings for UCITS (any type including ETFs) and AIFs in the major EU jurisdictions and Switzerland.

  • Preparation of the required application documentation
  • Assistance with finding and negotiating agreements with the required service providers
  • Filing and following through with the registration process
  • Leading the communication with the stock exchange and any service providers
Enquire about this service

Notarisation Agent Services

We act as notarisation agents for international parties in connection with share purchase, M&A and other large legal transactions in any city in Germany.

  • Very flexible and ad hoc availability
  • Extreme responsiveness and quick document turnaround
  • more than 9 years of experience in this specific area of work
  • knowledgeable and experienced staff
Enquire about this service

EU GDPR / UK Data Representative

Leverage Zeidler Group’s dedicated legal and regulatory compliance expertise and range of legal efficiencies to best ensure compliance with EU GDPR / UK Data representative requirements.

Standard service

  • Two dedicated staff in the EU and the UK, respectively to act as a local point of contact in the EU / UK for EU / UK data subjects and supervisory authorities on all matters relating to the processing of personal data.
  • Facilitate communications between the client and data subjects /
    supervisory authorities
  • Hold and maintain a copy of the client’s Records of Processing Activities
    and making it available to the relevant supervisory authorities upon request
  • Provision of contact details in the EU / UK for inclusion in the client’s
    privacy policies etc

Enhanced service

  • Advice on how to respond to requests from data subjects and supervisory authorities.
  • Provision of regular updates on EU and GDPR laws or answering specific questions.
  • Any other bespoke GDPR compliance support that you may require.
Enquire about this service

Counterparty Due Diligence (CDD) – ESG questionnaire

We provide a digital Counterparty Due Diligence solution that is future proof and can be tailored to your specific ESG requirements. We can help with all aspects of the CDD process, including validation. 

  • Providing access to our best-practice questionnaire or creating a bespoke questionnaire that caters to meet your specific ESG related requirements 
  • Managing dissemination to the delegates/counterparties and ensuring completion of the questionnaire 
  • Rating responses provided based on your rating priorities and risk appetite 
  • Validating responses provided  via online/telephone/onsite validation 
  • Providing advice on how to mitigate identified ESG related risks (upon request) 
  • The entire process is managed and monitored via Zeidler Swift. 
Enquire about this service

Global Knowledge Hub – Sustainable Finance

The Global Knowledge Hub is our proprietary web-based knowledge platform. Our sustainable finance module provides access to practical information on ESG related regulatory compliance, disclosure, and reporting requirements for UCITS and AIFs in multiple jurisdictions. This information has been created and simplified by our in-house team of lawyers and subject specialists within our ESG Services Division. 

  • Digital platform 
  • Provides practical information on disclosure requirements relating to articles 6, 8, & 9 of SFDR
  • Created and regularly updated by sustainable finance specialist lawyers
  • Fixed annual fee and flexible subscription plans to suit your needs 
  • Includes support for queries via phone, email and chatbot 
  • Unlimited number of users 
Enquire about this service

Swiss Representative Service

Our robust Swiss Representative solution is embedded into our existing universe of fund solutions to ensure a seamless fund distribution experience. Our specialized team in Winterthur manages all requirements relating to fund registration such as legal and administrative tasks, ensures meticulous registration and setup of funds in accordance with the Swiss Collective Investment Schemes Act (CISA), guaranteeing ongoing adherence to Swiss regulations and positioning your funds for success in Switzerland.

 

 

  • Contract drafting and review of the representative agreement.
  • Facilitate communication with Swiss paying agents.
  • Manage FINMA registration process and ensure ongoing compliance.
  • Prepare and submit regular FINMA filings, legal publications, and regulatory updates.
  • Publish legal and marketing documents on official Swiss electronic platforms.
  • Perform daily NAV checks for accuracy.
  • Assist the funds with compliance questions in Switzerland.
  • Address investor queries and maintain direct communication with FINMA.
  • Our Swiss Representative solution is embedded into our existing universe of fund solutions to ensure a seamless global fund distribution experience.
Enquire about this service

ESRS Reporting & Advisory

Leverage Zeidler’s global team of ESG legal and regulatory compliance experts to advise you on CSRD and ESRS reporting requirements and related matters.

  • Helping you to get ready to report in compliance with the new ESG reporting requirements;
  • Providing bespoke support, advice and guidance on compliance with CSRD and ESRS requirements
Enquire about this service

Transaction Costs

Streamlining operations, enhancing compliance, and improving transparency, particularly around costs and charges, are key considerations in the asset management industry.  

Optimise your transaction cost calculation processes with our fully managed transaction cost calculation solution. Our innovative solution streamlines the calculation process from the ingestion of data to the output of end results. Computed results can then be leveraged seamlessly integrated into other Zeidler services from PRIIPs KIDs to EMT records, enhancing the efficiency of production processes and subsequent distribution of data into the market.  

Our automated calculation engine provides validation of data inputs, flags errors and outliers for review resulting in real-time digestible results visible through a user-friendly interface. 

  • Comprehensive Compliance: Accurate calculation of transaction costs in line with PRIIPs/MiFID II ex-post and MiFID II ex-ante requirements and considerations. 
  • Customisable Calculation Models: Available calculation methodologies include the “Arrival Price” Methodology (EU and UK) and the “New PRIIPs” Methodology. 
  • Scalability and Integration: Whether you are a small or large asset management firm, our engine is scalable to meet your needs. As a fully managed solution, our team manages the onboarding to provide a hassle-free transition. 
  • Real-time Data Integration: Our engine seamlessly integrates with data sources to ensure accurate and real-time cost calculations, reducing the risk of outdated or incorrect data. 
  • Enhanced Automation: Utilising automation of processes to review the management of individual transaction results, tailored to client-specific thresholds and consideration of exceptions. 
  • Streamlined and Flexible Data Management: Utilise Secure File Transfer Protocol (SFTP) for data delivery with no requirement for specific file formats.  
  • Quality Assurance: Rigorous validation at various stages of the calculations process from ingestion of data to computed results ensuring accuracy and reliability of outputs. 
  • User-Friendly Interface: Our intuitive, user-friendly interface makes it easy for asset managers to navigate and utilise the engine, reducing the learning curve for implementation. 
  • Seamless Dissemination: Effortless distribution of computed results for inclusion in PRIIPs KIDs and/or MiFID II (EMT) production. 
  • Transparency and Reporting: Access historical cost data for comprehensive analysis and reporting and help to facilitate cost transparency. 
  • Cost Savings: By automating the transaction costs calculation process, reduces internal time and effort, ultimately lowering operational costs and increasing internal resources. 
Enquire about this service

Z-Flow

Z-Flow is our specialized workflow management tool designed exclusively for the asset management industry. This dynamic tool serves as the central hub for diverse workflows, from streamlining fund registrations to onboarding new distributors and launching new share classes while overseeing your fund’s entire life cycle. Unlock its operational prowess to create bespoke workflows and oversee your team’s initiatives with precision.

Seamlessly integrated into our digital platform, Zeidler Swift’s suite of fund modules encompassing fund governance, CDD, and K(I)ID Generator, Z-Flow becomes your ultimate gateway to heightened operational efficiency.

Z-Flow is utilized across various workflows, including:

Fund Registration Process Optimization:

  • Streamline the management of internal and potential external tasks before initiating a registration request.

Adding a New Distributor Workflow:

  • Implement a comprehensive workflow to efficiently incorporate new distributors.

New Fund Launch Workflow:

  • Develop a comprehensive workflow covering the entire spectrum of launching a new sub-fund.

New Share Class Launch and Lifecycle Management Workflow:

  • Establish a streamlined workflow that encompasses the complete cycle of introducing new share classes.
Enquire about this service

Experience Fully Automated Marketing Reviews in Minutes

Get robust marketing material reviews done on-demand and on the go with our Marketing Material Review (MMR) tool. Powered by Large Language Models, our Marketing Material Review tool ensures consistent, high-quality assessments of marketing materials. In addition, effortlessly ensures that the marketing materials do not contradict other fund documents with our consistency check feature. It meticulously scans your marketing material, identifying any elements that may contradict the prospectus or the PRIIPs KIDs. 

 Accessible via our proprietary digital platform, Zeidler Swift, simply upload or drop your documents, and let the tool automatically analyse in real-time. Receive automatic email notifications once the feedback analysis is ready for your review for a seamlessly efficient process. 

Key features include: 

  • Expertise at Your Fingertips:  Our MMR tool is trained and maintained by our specialist global team of investment fund lawyers and regulatory compliance subject matter experts. With years of experience in legal reviews, our team ensures the tool’s accuracy and relevance. 
  • Up-to-date Legal Compliance: Our lawyers consistently monitor results and update the tool to reflect the latest legal changes, following a “lawyer-in-the-loop” approach. It covers ESMA Guidelines, MiFID II, CBDR, UK SDR, and EU SFDR regimes, with local gold-plating requirements coming soon. 
  • Efficiency Beyond Comparison: Receive high-quality bespoke assessments for each document upload, providing dynamic results in minutes. Say goodbye to the 3-5 business days turnaround time of traditional legal processes. 
  • Consistency Check Feature: Easily compare marketing materials against PRIIPs KIDs and fund prospectuses to ensure consistency. 

 

  • User-Friendly Dashboard: Enjoy an intuitive and user-friendly dashboard that is simple to use and navigate, ensuring a seamless user experience. 
  • Comprehensive Oversight: Receive automatic email notifications once the feedback analysis is ready for your review. The tool also includes a comprehensive audit trail to prove full compliance and robust oversight. 
  • Scalable Usage: Benefit from an unlimited number of users, allowing your team to leverage the tool collaboratively.
Enquire about this service

Formation of your Investment Funds

From fund formation to daily maintenance and cross-border registrations.

Company Secretary Services

Our Company Secretary Services includes dedicated legal support to handle every aspect our clients require.

ESG Legal Advisory Service

The A-Z of ESG is covered with Zeidler’s ESG Legal Advisory Service. Our team of regulatory and legal experts can advise you on all Sustainable Finance and ESG related matters from SFDR, Taxonomy Regulation, Shareholders Rights Directive II and Stewardship Codes.

SFDR Disclosures Tool

Our SFDR Disclosures Tool includes automated workflows and dedicated legal and regulatory support for robust compliance.

Cross-Border Legal Advice

Demand answers to specific legal questions on the laws of various jurisdictions.

Global Knowledge Hub

Practical legal and compliance information for asset managers and investment funds (UCITS and AIFs) covering multiple jurisdictions.

Cross-Border Registrations

Registration of investment funds (UCITS and AIFs)in the EU and EEA.

UCITS KIID and PRIIPs KID – Production, Management, Calculations and Dissemination

We provide an end-to-end solution that combines our legal expertise with our digital platform to generate and manage your K(I)IDs. Our service spans all K(I)ID related matters, including production, management, translation, legal monitoring and dissemination.

European Facilities Agent Service

Our European Facilities Agent Service is a comprehensive one-stop shop solution designed to take the burden out of meeting obligations internally or paying local agents fees in each respective jurisdiction.

Counterparty Due Diligence (CDD)

Our CDD solution helps you to make sense of your distribution network and ensures compliance and risk management.

EMT / EPT – Production, Validation and Dissemination

Validate and disseminate EMTs in v4.0 and v4.1 UK and EPTs via our digital platform.

Factsheets

Experience a complete end-to-end solution with dedicated expertise in production, legal overlay, and enhanced dissemination 

TMD Generator

We provide an end-to-end solution that combines our legal tech expertise with our digital platform to generate and manage your Australian Target Market Definition (TMD) documents. Our service spans all TMD related matters, including production, management, and dissemination.

MiFID Compliance Officer and Trainings

We provide a full MiFID compliance solution that covers everything from providing general and bespoke advice to a fully outsourced compliance solution.

EET Production, Management, and Dissemination

Validate and disseminate EETs via our digital platform.

Support Services

Document Dissemination

We can distribute fund documents and completed forms to regulators and investors on your behalf. Our document dissemination service includes dedicated regulatory and compliance support to handle every aspect of the dissemination journey. 

Support Services

Local Agency Services

We provide local agency services in Germany, the United Kingdom and Ireland.

Support Services

Process Agent (Receiving Agent) Services

Process / Receiving Agent Services for international parties who enter into transactions in Germany, Ireland, Luxembourg and the United Kingdom.

Ongoing Fund Governance

Let us take care of the ongoing fund governance.

Legal Management of your Investment Funds (Local Counsel Service)

Zeidler adds some zoom to investment funds law, with nimbler processes.

Support Services

Stock Exchange Listings

We list funds on stock exchanges in the EU and in Switzerland, including cross-listings.

Support Services

Notarisation Agent Services

A service for international companies doing business in Germany.

EU GDPR / UK Data Representative

Leverage Zeidler Group’s dedicated legal and regulatory compliance expertise and range of legal efficiencies to best ensure compliance with EU GDPR / UK Data representative requirements

Counterparty Due Diligence (CDD) – ESG questionnaire

Our CDD-ESG solution helps you to make sense of your delegates / counterparty networks and ensure compliance and risk mitigation for ESG reporting and regulatory requirements

Global Knowledge Hub – Sustainable Finance

Practical ESG and sustainable finance-focused legal, regulatory and compliance information for asset managers and investment funds (UCITS and AIFs) covering multiple jurisdictions.

Swiss Representative Service

Experience a seamless entry into the Swiss market through our comprehensive Swiss representative services, serving as a bridge between foreign funds, Swiss investors, and the Swiss financial Regulator FINMA.

ESRS Reporting & Advisory

Navigate the European Sustainability Reporting Standards (ESRS) landscape with Zeidler’s expert ESG Legal Advisory services

Transaction Costs

We provide a standalone, automated end-to-end solution for calculating your transaction costs in line with applicable regulatory requirements.

Z-Flow

Visualize and enhance your business processes with our workflow management tool, tailored specifically for the asset management industry.

Marketing Material Review (MMR) Tool

Bringing the power of Large Language Models to fund compliance. Unlock effortless marketing material reviews with our fully automated Marketing Material Review tool. Experience the future of marketing material reviews now!

Get ahead in your world

Zeidler’s range of asset management
clients includes some of the largest,
most respected names in the industry,
as well as boutique operators. We service
more than 100 clients with aggregate assets
under management above USD 1 trillion.

Zeidler’s strength is that they offer an end-to-end solution from fund formation to cross-border registration around the globe. We have worked with Zeidler for many years and have always been very pleased with the service.

Magnus Fielko | Chief Executive Officer | Nomura Asset Management Europe

I have only had a great experience working with the team...thank you for your partnership. Arne Zeidler and his team are first class, providing us a diverse offering of legal services at high level throughout Europe and other parts of the world.

Michael M. Gabelli | Managing Director, The Gabelli Group, President & CEO,
Gabelli & Partners, LLC

Zeidler are true global registration experts. They have a vast pool of knowledge in a great number of jurisdictions.

Eva Reiffenstein | Director Private Sales Office, Head of Department |
Universal Investment

From the outset, Zeidler have been informative, reliable and accessible. They have worked to fulfil our requirements with a capable and unobtrusive ease and we continue to consider them indispensable.

Gemma Magee | Compliance | Fundsmith LLP

We are more than satisfied – they bring us confidence. If something is important we call them – and that is that. It is not the typical lawyer attitude – the clock is not ticking, and the pound signs are not increasing with every call.

Jean-Michel Boehm I CEO I Seilern Investment Management