Topic
UCITS
40 published works
Banking, Finance and Securities
UCITS V published in the OJ
The text of the UCITS V Directive has been published in the Official Journal of the European Union. The UCITS V Directive focuses on three areas: clarification of the UCITS…
Banking, Finance and Securities
Council of EU publishes revised text of UCITS V
The Council of the EU has published a revised text of the Directive on undertakings for collective investment in transferable securities (UCITS V Directive) which it adopted on 23 July…
Banking, Finance and Securities
UCITS V Directive
The text of the UCITS V Directive has been published by the Council of the EU in advance of its formal adoption. View Directive of the European Parliament and of…
Banking, Finance and Securities
ESMA final report and Q&A on revision of guidelines ETFs and other UCITS issues
The European Securities and Markets Authority (ESMA) has published a final report and a Q&A on the revision of the guidelines on exchange traded funds (ETFs) and other UCITS issues.…
Other
ESMA Q&A on risk measurement and calculation of global exposure and counterparty risk for UCITS
The European Securities and Markets Authority (ESMA) has published a questions and answers paper on risk measurement and calculation of global exposure and counterparty risk for UCITS. The questions and…
Banking, Finance and Securities
Addendum to Presidency note on general approach to UCITS V
The Presidency of the Council of the EU has published an addendum (dated 4 December 2013) to its note to its Permanent Committee of Representatives (COREPER) relating to the European…
Corporate & Financial Weekly Digest
European Commission Consults on Future Framework for Investment Funds
By Edward Black
On July 25, in a development, which builds on and is complementary to ESMA’s July 25 to ESMA’s Guidelines on ETFs and other UCITS issues discussed above, the European Commission…
Corporate & Financial Weekly Digest
ESMA Consults on Guidelines for ETFs and Other UCITS Issues
By Edward Black
On January 30 the European Securities and Markets Authority (ESMA) released a consultation paper on guidelines for ETFs (exchange traded funds) and other UCITS (undertakings for collective investment in securities)…
Corporate & Financial Weekly Digest
ESMA Issues Discussion Paper on UCITS ETFs and Structured UCITS
By Edward Black
On July 22, the European Securities and Markets Authority published a discussion paper Policy Orientations on Guidelines for UCITS Exchange-Traded Funds and Structured UCITS on aspects of the regulatory regime…
Corporate & Financial Weekly Digest
Draft UCITS IV Implementation Regulations Published
By Edward Black
On June 13, the UK government published in draft the Undertakings for Collective Investment in Transferable Securities Regulations 2011 implementing the UCITS IV Directive (2009/65/EC) into UK legislation and regulation.…