Tag:Sustainability Disclosure Requirements

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EUROPE: UK’s Overseas Funds Regime Moves a Step Closer with Confirmation that Most EEA UCITS Will Be Deemed Equivalent
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Europe: Final SDR rules published by FCA – Time to label your funds (maybe)

EUROPE: UK’s Overseas Funds Regime Moves a Step Closer with Confirmation that Most EEA UCITS Will Be Deemed Equivalent

Feb 02 2024
Browse archives for February 02, 2024
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Distribution, ESG, Global Regulatory Development, Institutional Investors, Retail Investor Funds, Sophisticated Investor Funds

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By: Shane Geraghty, Aoife Maguire, Andrew Massey, Philip Morgan, and Courtney Hunter

The UK’s overseas funds regime has been in development for several years and is finally close to becoming a reality. It will create a more streamlined method by which non-UK funds given “equivalence” status may be marketed to UK retail investors.

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Europe: Final SDR rules published by FCA – Time to label your funds (maybe)

Dec 01 2023
Browse archives for December 01, 2023
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Distribution, ESG, Institutional Investors, Investment Manager Regulation, Retail Investor Funds

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The FCA has published its final rules on the UK’s Sustainability Disclosure Requirements (SDR) regime. The key features include:

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