The Key Investor Information Document (KIID) is a short document designed to describe the fund in terms that investors should find straightforward and easy to grasp, in a standardised format over two A4 pages. Its aim is both to improve understanding among retail clients of how funds operate and what risks they entail,…
Blog: UCITS IV |
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Posted on 25 November 2010 in key investor information, KID, KIID, UCITS IV |
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UCITS IV tax issues – general overview
National authorities and regulators have long acknowledged that tax considerations are as important as regulatory issues in creating barriers to greater efficiency for the European investment fund industry. While some of the regulatory issues are addressed in the Ucits IV legislation, a survey by a big four firm and Efama…
UCITS IV master-feeder structures – general overview
Ucits IV brings master-feeder fund structures within the remit of the Ucits regime, around a decade and a half after they proved one of the stumbling blocks that led to the ‘Ucits II’ proposals being abandoned. The new directive defines a feeder fund as one authorised to invest at least 85 per cent of its assets [...]
Posted on 25 November 2010 in master feeder structures, UCITS IV |
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History and background to the Ucits IV Directive
The latest in the series of directives enacted by the European Union on Undertakings for Collective Investment in Transferable Securities (Ucits), known – slightly misleadingly – as Ucits IV, was approved by the European Parliament on July 13, 2009 and by the European Council under the designation of Directive 2009/65/EC.…
Luxembourg bill of law transposing the UCITS IV Directive
On 6 August 2010, the Luxembourg Ministry of Finance submitted to the Chamber of Representatives a draft law intended to transpose the “UCITS IV Directive” into domestic legislation. The bill as submitted to the Luxembourg Parliament is expected to replace the already existing Law of 20 December 2002 on undertakings…
About this blog
This blog aims to provide up to date news coverage and timely analysis of the implementation process and issues raised by the European Union’s Ucits IV Directive. Bookmark this page to find regular updates on progress in transposing the directive into the national law of EU member states, analysis of its implications for the European and global fund industry and the full text of key documents, as well as to give your views on topics related to the directive.
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Olivier Sciales
- Partner - Luxembourg
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