Results for "Asset Management & Investment Funds"
Legal News – February 25
Welcome to the February 2025 edition of Legal News. Here is a selection of our recent publications.
Asset Management & Investment Funds Update – January 2025
January 2025 updates from ESMA include a consultation on open-ended loan originating AIFs, Q&A on...

Asset Management & Investment Funds Update – December 2024
December 2024 updates across outcomes from CBI ETF Review, CBI year-end deadlines, T+1 updates, C...

Legal News – December 24
Here is a selection of recent podcasts and publications contained in our December 2024 edition of...
Asset Management & Investment Funds Update – November 2024
November 2024 updates across sustainable finance, UK distribution, ELTIFs regulatory technical st...

Legal News – November 24
Here is a selection of recent podcasts and publications contained in our November 2024 edition of...
Asset Management & Investment Funds Update – October 2024
October 2024 updates across procedural changes for submissions to the CBI portal, proposed limite...

William Fry Advises on €285m Refinancing for Home for Life
William Fry is delighted to have acted for Home For Life in their recent €285m refinancing.

Legal News – October 24
Here is a selection of recent podcasts and publications contained in our October 2024 edition of ...
The Future of Limited Partnerships: Understanding the Proposed Reforms
We discuss the proposed reforms to the Limited Partnerships Act 1907 which could introduce new re...

Asset Management & Investment Funds Update – September 2024
September 2024 updates across sustainable finance, macroprudential policy for investment funds, T...

Legal News – September 24
Here is a selection of recent publications contained in our September 2024 edition of Legal News.
Asset Management & Investment Funds Update – August 2024
August 2024 updates across sustainable finance, UK distribution, liquidity management, UCITS elig...

Legal News – August 24
Here is a selection of recent publications contained in our August 2024 edition of Legal News.

William Fry shortlisted in three categories by Financial Times Innovative Lawyers Awards 2024
William Fry LLP is delighted to have been shortlisted in three categories by the Financial Times ...
ESMA’s Sustainable Finance Wish List
Five key items ESMA wants to change in the sustainable finance framework as per its Opinion issue...

Asset Management & Investment Funds Update – July 2024
Welcome to the July 2024 edition of our Asset Management & Investment Funds Update.

Asset Management & Investment Funds Update – June 2024
Welcome to the June 2024 edition of our Asset Management & Investment Funds Update.

Legal News Podcast – June 24
Here is a selection of recent publications and podcasts contained in our June 2024 edition.

Asset Management & Investment Funds Update – May 2024
Welcome to the May 2024 edition of our Asset Management & Investment Funds Update.

Legal News Podcast – May 24
Here is a selection of recent publications and podcasts contained in our May 2024 edition.

Fund Finance in Ireland – An overview of Irish fund structures
As part of a new series dealing with key insights based on our experience acting on fund finance ...

William Fry Announces Nine New Partners
New Partners across Asset Management & Investment Funds, Litigation & Investigations, Real Estate...

Asset Management & Investment Funds Update – April 2024
Welcome to the April 2024 edition of our Asset Management & Investment Funds Update.

Director and Consultant held Personally Liable for Company’s Debts
Two men held personally liable for Company's debts totalling €3.8m sentenced to 3 years and 6 yea...

Legal News Podcast – April 24
We discuss how the new FDI screening regime is likely to operate, and consider the key elements o...

EU AML/CFT Reform Package
Recent updates on the proposed EU anti-money laundering and terrorist financing legislative refor...

Asset Management & Investment Funds Update – March 2024
Welcome to the March 2024 edition of our Asset Management & Investment Funds Update.

Central Bank Publishes 2024 Regulatory and Supervisor Outlook
We look at the Central Bank’s view on the key trends and risks facing the financial sector, along...

William Fry Hires New Investment Funds Consultant
Derina Bannon has joined as a Consultant in the firm's Asset Management & Investment Funds depart...
Asset Management & Investment Funds Update – February 2024
Welcome to the February 2024 edition of our Asset Management & Investment Funds Update.

Legal News Podcast – Feb 24
Listen to our Legal News Podcast where we discuss the approval by the Irish High Court of the fir...

Asset Management & Investment Funds Update – January 2024
Welcome to the January 2024 edition of our Asset Management & Investment Funds Update.

Legal News – Jan 24
Welcome to our January 2024 edition of Legal News, where we continue to provide you with cross-se...
Sustainable Finance: What’s in Store for ’24?
A look ahead to the key sustainable finance developments in 2024 for companies, investment funds,...

Asset Management & Investment Funds Update – December 2023
Welcome to the December 2023 edition of our Asset Management & Investment Funds Update.

UK Sustainability Disclosures and Labelling Regime Published
On 28 November 2023, the FCA published its long-awaited sustainable disclosures (UK SDR) and prod...

Legal News Podcast – Nov 23
Listen to our Legal News Podcast where our knowledge lawyers look at the dismissal of an appeal t...

Asset Management & Investment Funds Update – October 2023
Welcome to the October 2023 edition of our Asset Management & Investment Funds Update.

Legal News Podcast – Oct 23
Listen to our Legal News Podcast where our knowledge lawyers discuss some interesting development...

Legal News Podcast – Sep 23
Listen to our Legal News Podcast where our knowledge lawyers discuss some interesting development...

Asset Management & Investment Funds Update – September 2023
Welcome to the September 2023 edition of our Asset Management & Investment Funds Update.

ESMA Sustainability CSA: Central Bank Issues Questionnaire
First-phase CSA engagement from the Central Bank focusses on sustainability risk management and w...

Asset Management & Investment Funds Update – August 2023
Welcome to the August 2023 edition of our Asset Management & Investment Funds Update.

Commission: No Need To Amend MMFR
Following its scheduled review, the Commission has confirmed it will not revise the Money Market ...

Liquidity, Leverage & Interconnectedness: three-pronged macroprudential policy onslaught for the funds sector
In Q3 to date, national, EU and international policymakers have published a range of proposals to...

Legal News Podcast – Aug 23
Listen to our Legal News Podcast where our knowledge lawyers discuss legal developments in restru...

Extensive EU Corporate Sustainability Reporting Standards Finalised
On 31 July 2023, detailed and prescriptive reporting standards for the Corporate Sustainability R...

Asset Management & Investment Funds Update – July 2023
Welcome to the July 2023 edition of our Asset Management & Investment Funds Update.

UCITS Eligible Assets Rules Up For Review
The Commission is planning a wide-ranging review to 'take stock' of UCITS eligible asset rules.

Sharing is Caring: The Financial Data Access Regulation
We look at the European Commission's new proposal for a framework to manage the sharing of custom...

Individual Accountability for Fund Managers – Countdown to Jan 2024
Development of the IAF continues with further publications from the Central Bank ahead of the fir...

Are You in Scope of CSRD?
A guide to scoping obligations under CSRD for EU and non-EU companies

New Taxonomy/SFDR FAQ
Commission clarifies key requirements for Taxonomy-aligned investments and SFDR sustainable inves...

Sustainable Finance CSA For Funds Launched Today
ESMA to assess compliance with SFDR, the Taxonomy and UCITS/AIFMD sustainability-related rules.

EU ESG Ratings Regulation Published
The EU sustainable finance juggernaut continues apace with new proposals to regulate ESG ratings.

Asset Management & Investment Funds Update – June 2023
Welcome to the June 2023 edition of our Asset Management & Investment Funds Update.

Legal News – June 2023
Welcome to the June 2023 edition of Legal News. Here is a selection of our recent publications on...
Asset Management & Investment Funds Update – May 2023
Welcome to the May 2023 edition of our Asset Management & Investment Funds Update.

William Fry Announces New Appointments
William Fry today announced the appointment of three new Partners across its Litigation & Investi...

Asset Management & Investment Funds Update – April 2023
Welcome to the April 2023 edition of our Asset Management & Investment Funds Update.

Commission publishes 3rd SFDR Q&A
Commission opines on key SFDR concepts including sustainable investments, climate benchmark track...

Legal News – April 2023
Welcome to the April 2023 edition of Legal News. Here is a selection of our recent publications o...
Asset Management & Investment Funds Update – March 2023
Welcome to the March 2023 edition of our Asset Management & Investment Funds Update.

Legal News – March 2023
Welcome to the March 2023 edition of Legal News. Here is a selection of our recent publications o...
Asset Management & Investment Funds Update – February 2023
Welcome to the February 2023 edition of our Asset Management & Investment Funds Update

Digital Operational Resilience in the financial sector: DORA’s coming into force
Two EU legislative acts relating to digital operational resilience in the financial industry were...


Asset Management & Investment Funds Update – October 2022
Welcome to the October 2022 edition of our Asset Management & Investment Funds Update.

Legal News – October 2022
Welcome to the October 2022 edition of Legal News, a selection of our recent publications on subj...
SFDR Level 2 – Less Than 3 Months to Filing Deadline
1 December 2022 has been fixed as the filing deadline under the Central Bank's SFDR Level 2 fast-...

Asset Management & Investment Funds Update – August 2022
Welcome to the August 2022 edition of our Asset Management & Investment Funds Update.

Asset Management & Investment Funds Update – July 2022
Welcome to the July 2022 edition of our Asset Management & Investment Funds Update.

Governor Makhlouf addresses the Insurance Ireland Annual Industry Lunch
An overview of Governor Makhlouf's remarks at the recent Insurance Ireland Annual Industry Lunch ...

Asset Management & Investment Funds Update – June 2022
Welcome to the June 2022 edition of our Asset Management & Investment Funds Update

ESMA Issues Guidance for Combating Greenwashing
In a wide-ranging briefing, ESMA sets out guidance for the supervision of SFDR compliance and com...

Legal News – June 2022
Welcome to the June 2022 edition of Legal News. Here is a selection of our recent publications on...
VAT Treatment of Depository Services and Global Custody Services
On 23 May 2022, the Revenue Commissioners (Revenue) published a new Tax and Duty Manual, VAT trea...

Commission Issues New SFDR Q&A
On 25 May 2022, a second SFDR Q&A from the Commission was published which is highly likely to imp...

Asset Management & Investment Funds Update – May 2022
Welcome to the May 2022 edition of our Asset Management & Investment Funds Update


Legal News – May 2022
Here is a selection of our recent publications on subjects that may affect you or your business. ...
Asset Management & Investment Funds Update – April 2022
Welcome to the April 2022 edition of our Asset Management & Investment Funds Update.

Legal News – April 2022
Here is a selection of our recent publications on subjects that may affect you or your business. ...
Asset Management & Investment Funds Update – March 2022
Welcome to the March 2022 edition of our Asset Management & Investment Funds Update.

EU Sanctions: Asset Freezes and Capital Markets Access Restrictions
To date in 2022, the EU has adopted four sanctions packages in response to the developing situati...

MFID Firms’ Use of Tied Agents Circumventing EU Market Access Rules
ESMA issues expectations for MiFID firms' use of tied agents in light of post-Brexit 'circumventi...

Legal News – February 2022
Here is a selection of our recent publications on subjects that may affect you or your business.
Asset Management & Investment Funds Update – Feb 22
Welcome to the February 2022 edition of our Asset Management & Investment Funds Update.

Legal News – January 2022
Here is a selection of our recent publications on subjects that may affect you or your business.
A Fund Manager’s Guide to 2022
In our first Asset Management & Investment Funds Update of the year, we analyse the key dates and...

Asset Management & Investment Funds Update – Dec 21
Welcome to the December 2021 edition of our Asset Management & Investment Funds Update

Asset Management & Investment Funds Update – Nov 21
Welcome to the November 2021 edition of our Asset Management & Investment Funds Update.


Private Sector’s Role in Financing the EU Green Deal
The EU has launched a wide-ranging and highly impactful programme to re-orient private investment...

Asset Management & Investment Funds Update – Sep 21
Welcome to the September edition of our Asset Management & Investment Funds Update.

Asset Management & Investment Funds Monthly Update
Welcome to our July edition of the Asset Management & Investment Funds monthly update.

Regulatory Focus on Property Funds
See our analysis of the Central Bank's key Q1 publications impacting Irish property AIFs.

SFDR Level 2 – 7 Months To Go
1 January 2022 is the next key compliance deadline for funds and fund managers under the EU Susta...

New Irish Anti-Money Laundering Rules
Recently published AML legislation mandates beneficial ownership checks and sets out CDD required...

EU Issues ‘Gold Standard’ for Environmentally Sustainable Activities
On 21 April 2021, the EU published the first of two planned sets of performance criteria for envi...

ESMA Consults on Green Fund Disclosures
On 15 March 2021, the ESAs launched a consultation on compliance standards for the SFDR disclosur...

Intense Regulatory Focus on Liquidity Risk Management Continues
Fund liquidity management is a hot button issue for local, EU and international regulators. See ...

Sustainable Finance Update: An Overview of the Latest Legal Developments in Sustainable Finance
Sustainable finance is continuing to dominate agendas in the financial services industry with an ...
The ‘Sustainable Finance’ Issue: planning for SFDR compliance post the initial deadline of 10 March 2021
As fund managers move forward from the initial SFDR compliance deadline of 10 March 2021, it is c...

ESG Disclosure Rules: If Not RTS, Then What?
Commission signals delay to the application of ESA technical standards for compliance with the Su...

Central Bank Publishes QIAIF Consultation and New Q&As
The Central Bank has published a new consultation with draft guidance for PE funds and other clos...

ESMA Recommends Liquidity Action Items for Funds
Following its recent deep-dive liquidity review of corporate debt and property funds, ESMA has re...

ESMA Strengthening of Delegated Model for UCITS and AIFS
Ahead of the impending public consultation on the AIFMD review, the European Securities and Marke...

Building the Case for a Macroprudential Framework for Funds
Regulators' interest in the development of a more comprehensive macroprudential framework for fun...

EU Solution To LIBOR Cessation & Non-EU FX Spot Rate Access
The EU has proposed amendments to the Benchmarks Regulation to address issues arising from the co...

VAT Exemption for Management of Special Investment Funds – A Change in Approach?
An analysis for Irish fund management companies of the impact of the decision in the Blackrock VA...

Green Rules for Every Colour Fund
EU Sustainable Finance Rules: A Compliance Action Plan for Fund Managers including Decision Tree ...
Second Shareholders’ Rights Directive – Implications for Life Insurers and Life Reinsurers
This article considers the implications for life (re)insurers following the implementation of the...

New Rules of Engagement for Pension Trustees? – Implications of the Second Shareholders’ Rights Directive
We examine the new transparency obligations for pension schemes under Directive (EU) 2017/828.

COVID-19 Update: Shorting Bans Introduced Across Europe
The last two days has seen Spain, France, Italy and Belgium introduce temporary restrictions on n...

ESMA Publishes Guidelines On SFTR Reporting
On 6 January 2020, ESMA published its Level 3 Guidelines for compliance with the obligation to re...

IOSCO’s Leverage Framework for Investment Funds
On 13 December 2019, IOSCO published recommendations for the measurement and monitoring of levera...

Legal News – December 2019
Welcome to the December 2019 edition of Legal News. We at William Fry aim to keep you up to date ...

Central Bank Makes an Example of Director Found in Breach of Fitness & Probity Standards
In this briefing we review the recent prohibition by the Central Bank of a director of a regulate...

New AML/CFT Guidelines and the Emphasis on Effective Training
In this briefing we consider the impact of the Central Bank's AML/CFT Guidelines 2019 on investme...

Central Bank Bans Director Deemed Not of Appropriate Fitness and Probity & Other Topical Briefings
Welcome to the November 2019 edition of our monthly update from the Asset Management & Investment...

Legal News – November 2019
Welcome to the November 2019 edition of Legal News. We at William Fry aim to keep you up to date ...
The Central Bank’s consultation on a proposed set of rules in investment funds & other Briefings October 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

ESMA Beefs Up Liquidity Risk Management Rules for Funds & Other Briefings
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – August 2019
Welcome to the August 2019 edition of Legal News. We at William Fry aim to keep you up to date on...
EU Taking Stock of Equivalence Approach & Other Updates
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – July 2019
Welcome to the July 2019 edition of Legal News. We at William Fry aim to keep you up to date on l...
Asset Management & Investment Funds Update July 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

The Future of Irish Funds is Greener: European Union Action Plan on Sustainable Finance & Asset Management
The EU Action Plan on Sustainable Finance: What UCITS ManCos, AIFMs and MiFID-authorised investme...
Temper(ature)s Rise Over UK Markets’ & Other Funds Updates – June 2019
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Asset Management & Investment Funds Update May 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Irish Asset Managers Warned of Compliance Failures
Our Asset Management & Investment Funds Partner, Vincent Coyne, spoke to 'Ignites Europe' about a...

Asset Management & Investment Funds Update April 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – April 2019
Welcome to the March 2019 issue of Legal News which is a round-up of some of our articles in the ...
Asset Management & Investment Funds Update March 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – March 2019
Please click on the title above to view our Legal News - March 2019
Asset Management & Investment Funds Update Feb 19
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – February 2019
Please click on the title above to view our Legal News - February 2019
Asset Management & Investment Funds Update Dec 18 – Jan 19
Welcome to the our extended 'Legal & Regulatory Update' for December 18 and January 19.

Legal News – December 2018
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Legal News – November 2018
Please click on the above title to view our Legal News - November 2018

New Central Bank Rules on UCITS Indices
Central Bank introduces a self-certification regime for UCITS indices and flags a prospect of spo...

Central Bank’s Feedback Statement on the ETF Discussion Paper
On 14 September 2018, the Central Bank of Ireland (CBI) issued the eagerly awaited feedback state...

Asset Management & Investment Funds Update – September 18
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – September 2018
Please click on the title above to view our Legal News - September 2018

Asset Management & Investment Funds Update – August
Each month our Asset Management & Investment Funds team write a 'Legal & Regulatory Update'. Welc...

Legal News – August 2018
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EU Money Fund Reform Reaches Final Stage
Lengthy legislative process draws to a close as European Parliament approves Money Market Funds R...

Legal News – May 2017
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Fourth EU Anti-Money Laundering Directive’s Effective Date Looms – Are You Ready?
AMLD4 will replace the existing AMLD3 and applies effective 26 June 2017. There are no transition...

Pressure on for Supervisory Convergence
Continued forward momentum towards regulatory convergence in the asset management space

Establishing a Life Insurer in Ireland – Key Considerations
Brexit, and the expected loss of passporting rights, represents a considerable challenge for the ...

Establishing a Non-Life Insurer in Ireland – Key Considerations
Brexit, and the expected loss of passporting rights, represents an unprecedented challenge for th...

Establishing a Reinsurer in Ireland – Key Considerations
Brexit, and the expected loss of passporting rights, represents an unprecedented challenge for th...

Asset Management & Investment Funds: Legislation Programme Spring/Summer 2017
Bills currently before the Oireachtas and Bills expected to be published

New Government Legislation Programme: Industry & Sector Specific Breakdown Spring/Summer 2017
The third Government Legislation Programme of the Partnership Government has been published
Legal News – December 2016
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Investment Funds Update: Finance Bill 2016
Following publication of the Finance Bill 2016 we consider the proposed new tax regime for Irish ...

Legal News – November 2016
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Asset Management & Investment Funds: Legislation Programme Autumn 2016
Bills currently before the Oireachtas and Bills expected to be published

New Government Legislation Programme: Industry & Sector Specific Breakdown Autumn 2016
The second Government Legislation Programme of the Partnership Government has been published
Regulatory Round-Up
View our digest of recent updates

What Does Brexit Mean for the Funds Industry?
Following the UK's decision to leave the EU, we outline some of the key Brexit-related issues exp...

Asset Management & Investment Funds: Legislation Programme Summer 2016
Bills currently before the Oireachtas and Bills expected to be published

New Government Legislation Programme: Industry & Sector Specific Breakdown Summer 2016
The first Government Legislation Programme of the new Partnership Government has been published
Legal News – June 2016
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Legal News – May 2016
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All in Proportion? UCITS Remuneration Guidelines and the Pay-out Process
ESMA’s Final UCITS Remuneration Guidelines omit guidance on the dis-application of certain requir...

ESMA Opinion on EU Framework for Loan Origination by Investment Funds
ESMA gives its opinion on the key issues the European Commission should consider in its upcoming ...
Proposals for a Regulatory Framework for UCITS Share Classes Take Shape as ESMA Issues Revised Discussion Paper
ESMA Discussion Paper on UCITS Share Classes sets out core principles and operational requirement...

Legal News – March 2016
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Regulation on Reporting and Transparency of Securities Financing Transactions Enters Force
More transparency on securities lending and repo transactions on the way as Regulation on Reporti...

Why ELTIF?
Now that the ELTIF Regulation is in force, we consider some of the key benefits and characteristi...

Central Bank Themed Inspections Programme 2016
The Central Bank has published its programme of themed inspections in markets supervision for 201...

EFAMA Publishes September Net Sales Data for the European Investment Fund Industry
Statistics show increase in net sales of long-term UCITS (UCITS excluding money market funds) des...

EFAMA Publishes August Net Sales Data for the European Investment Fund Industry
Statistics show sharp fall in net sales of UCITS

Irish Funds Responds to ESMA Consultation on the ELTIF Regulation RTS
IF stresses the need to avoid defining extensive or exhaustive categories, lists or criteria in t...

Irish Funds Response to Proposed UCITS V Remuneration Rules
IF supports ESMA’s approach to proportionality and, in particular, the intention to draw a distin...

Finance Bill 2015 – Impact on the FS Sector
Brief summary of how the Finance Bill will impact the FS Sector

Legal News – October 2015
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William Fry judged to be Ireland’s Most Innovative Law Firm by the 2015 FT Innovative Lawyers Report
William Fry has been judged to be Ireland’s most innovative law firm and the sixth best innovativ...
Asset Management & Investment Funds: Legislation Programme Autumn/Winter 2015
Bills currently before the Oireachtas and Bills expected to be published

New Government Legislation Programme: Industry & Sector Specific Breakdown Autumn/Winter 2015
The Irish Government has published its legislation programme for the Autumn/Winter 2015 parliamen...
Legal News – September 2015
Please click on the title above to view our Legal News - September 2015

ESMA Consults on Draft RTS under ELTIF Regulation
Draft RTS cover: use of FDIs for hedging purposes; length of ELTIF’s life; disposal of assets; co...

VAT and Pension Funds
Updated Revenue guidance published following European decisions

IOSCO Guidance on Reducing Reliance on Credit Ratings
Guidelines suggest specific practices that asset managers could undertake to reduce over-reliance...

EBA Guidance on Banks’ Exposure to Shadow Banking Entities
Banks to set limits on exposure to shadow banking entities

William Fry Appoints Five New Partners as Firm Continues to Grow
Economic Recovery Drives Expansion of Corporate / M&A, Banking & Financial Services and Asset Man...

Legal News – May 2015
Welcome to the May issue of Legal News. To read our latest articles, please click on the title ab...
Asset Management & Investment Funds ezine – May 2015
Welcome to the May issue of our Asset Management & Investment Funds ezine

ICAV – Key Considerations
A brief overview of the key features of the Irish Collective Asset Management Vehicle.


Ireland as a Location for International Financial Services
Government to continue expansion of financial services sector

Asset Management & Investment Funds Ezine – January 2015
Welcome to the March issue of Legal News. To read our latest articles, please click on the title ...

Legal News – March 2015
Welcome to the March issue of Legal News. To read our latest articles, please click on the title ...

Central Bank Announces Enforcement Priorities and Themed Inspections for 2015
Resources specifically allocated for enforcement actions in respect of compliance by “low impact ...

ICAV Act Signed into Law
ICAV Act Signed into Law: Central Bank stands ready to accept applications within a matter of weeks
ESMA Updates Q&A Relating to ESMA’s Guidelines on ETFs and Other UCITS Issues
New Q&As relate to financial derivative instruments and collateral management

New Government Legislation Programme: Industry & Sector Specific Breakdown Spring/Summer 2015
The Irish Government has published its legislation programme for the Spring/Summer 2015 parliamen...
Asset Management & Investment Funds: Legislative Programme Spring/Summer 2015
Asset Management & Investment Funds

Regulation on European Long-term Investment Funds
An overview of the political agreement reached in December 2014

Asset Management & Investment Funds Ezine – December 2014
Welcome to the December issue of our Asset Management & Investment Funds ezine.

ECON Publishes New Draft Report on Proposed EU Money Market Fund Regulation
Latest draft report sets out ECON’s proposed amendments to draft regulation

Asset Management & Investment Funds ezine – November 2014
Welcome to the November issue of our Asset Management & Investment Funds ezine.

Irish Budget Briefing 2015 – Update
Irish Budget Briefing 2015 - Update
Asset Management & Investment Funds Ezine – October 2014
Welcome to the Asset Management & Investment Funds October edition

Asset Management & Investment Funds: Autumn 2014 Leglistative Programme
ASSET MANAGEMENT & INVESTMENT FUNDS

New Government Leglisation Programme: Industry & Sector Specific Breakdown
New Government Legislation Programme: Industry & Sector Specific Breakdown
Legal News – September 2014
To read our latest issue, please click on the title above.

Asset Management & Investment Funds Ezine – September 2014
Welcome to the September issue of our Asset Management & Investment Funds ezine.

Minimum Capital Requirement Report
Central Bank issues guidance note for AIFMs and UCITS management companies.
Asset Management & Investment Funds ezine – August 2014
Welcome to the August issue of our Funds ezine.

Central Bank Consults on ESMA’s Revised Collateral Diversification Requirements
Central Bank proposes additional rules to ESMA’s Collateral Diversification Requirements.

Central Bank Launches Consultation on Loan Origination Funds
Central Bank to permit loan origination by Irish funds.
Invesco Fine Emphasises Importance of KIID Disclosures
FCA imposes financial penalty of over £18.6 million on Invesco Asset Management Limited and Inves...

ICAV Bill 2014
On 29th July 2014, the Irish Minister for Finance published the Irish Collective Asset-management...
AIFMD Is Here – Are You Ready?
From this week, with 22 July 2014 marking the end of the transitional period for applications for...
Funds E-zine – June 2014
Welcome to the June issue of our Funds E-zine.

Funds E-zine – May 2014
Welcome to the May issue of our Funds E-zine.

Industry Bodies Welcome European Parliament’s Vote on European Long-term Investment Funds
Various Funds Industry bodies have welcomed the European Parliament’s proposed changes to the Eur...

Funds Ezine – April 2014
Welcome to the April issue of our Funds E-zine.

VAT Treatment of Management Services Provided to DC Schemes
A recent opinion from the Advocate General of the EU Court ofJustice suggests that some defined c...

AIFMD: Central Bank Q&A & RTS on Types of AIFM
This AIFMD update covers: the Central Bank’s sixth edition of its AIFMD Q&A and the European ...

Funds Ezine – January 2014
Welcome to the January issue of our Funds E-zine.

Asset Management & Investment Funds: Spring/Summer 2014 Legislation Programme
The Irish Government has published its Legislation Programme for theSpring/Summer 2014 parliament...

The ICAV – a New Corporate Structure for Irish Funds
Further to our December eZine article on the new Irish Collective Asset-management Vehicle for th...

Funds Ezine – November 2013
Welcome to the November issue of our Funds E-zine.

MMF Reform Update
We have outlined in this article the latest developments in the progress of the Commission’s prop...

Deadline for Submission of Applications for Authorisation as an Alternative Investment Fund Manager
The Central Bank has announced that the deadline for receipt of applications for authorisation as...

ESMA Guidelines on Reporting Obligations under AIFMD
ESMA has published guidelines on the reporting obligations under AIFMD together with an opinion o...

Asset Management & Investment Funds: Autumn 2013 Legislative Programme
The Irish Government has published its legislative programme for the Autumn 2013 parliamentary se...

New Autumn 2013 Government Legislative Programme: Industry & Sector Specific Breakdown
To view the New Autumn 2013 Government Legislative Programme, please click the title above.
Central Bank Consults on Revised Client Asset Regime
Proposed client asset regulations aim to minimise the risk of loss or misuse of client assets.

Funds Ezine – August 2013
Funds Ezine August 2013

Funds Ezine – July 2013
Welcome to the July issue of our Funds E-zine.

European Commission Publishes AIFMD Implementing Regulations
The European Commission has adopted implementing regulations relating to AIFMD establishing proce...

William Fry Sponsors the IBA Globalisation of Investment Funds Conference
William Fry is proud to sponsor the Luncheon and Refreshment Breaks at the Annual IBA Conference ...
AIFMD Update – European Developments
In this AIFMD update we report on ESMA’s regulatory technical standards to distinguish between op...
ECJ Rules Common Investment Fund Cannot Reclaim VAT on Management Fees
According to a recent ECJ ruling, a common investment fund in which the assets of several defined...

Funds Ezine April 2013
Welcome to the April issue of our Funds E-zine.

Asset Management & Investment Funds: Summer 2013 Legislative Programme
The Irish Government has published its legislative programme for the Summer 2013 parliamentary se...

New Summer 2013 Government Legislative Programme: Industry & Sector Specific Breakdown
The Irish Government has published its legislative programme for the summer 2013 parliamentary se...
Funds Ezine – February 2013
Welcome to the February issue of our Funds E-zine.

Funds E-zine – January 2013
Welcome to the January issue of our Funds E-zine.

Asset Management & Investment Funds: Spring 2013 Legislative Programme
The Irish Government has published its legislative programme for the Spring 2013 parliamentary se...

New Spring 2013 Government Legislative Programme: Industry & Sector Specific Breakdown
The Irish Government has published its legislative programme for the Spring 2013 parliamentary se...
AIMA calls for Depositary Passport
In its UCITS V Position Paper, the Alternative Investment Management Association (“AIMA”) has cal...
Budget 2013
You will find below a summary of the measures announced for inclusion in the next Finance Bill th...
Compromise Proposals on MiFID II/MIFIR
The Presidency of the Council of the EU published a compromise proposal on the proposed MiFID II ...
EMIR Updates
On 14 November 2012, the European Commission published an initial FAQ document on the EMIR Regula...
ESMA Guidelines on Repurchase and Reverse Repurchase Agreements
On 25 July 2012, ESMA published guidelines on ETFs and other UCITS issues, which included in Anne...
EU/Swiss Co-Operation on Supervision of Alternative Investment Funds
EU securities regulators and the Swiss Financial Market Supervisory Authority (“FINMA”) have agre...
European Commission Consultation on Benchmarks and Market Indices
Brussels-based interest rate index Euribor and its London counterpart Libor are currently under i...
European Venture Capital Funds Regulation
The Council of the EU and the European Parliament reached political agreement on a proposed Regul...
FSB Recommendations on Shadow Banking
The FSB has published, for consultation, a report entitled “An Integrated Overview of Policy Reco...
Funds E-zine – December 2012
Please click the title above to view the December 2012 issue of our Funds E-zine.
UCITS IV Business Plans – Developments
The Central Bank has clarified its requirements in relation to the filing of Business Plans and r...
UCITS V: Presidency Compromise Text
The Cyprus EU Council Presidency has published (16 November 2012) a compromise text on the Commis...
Update on US Money Market Funds Reform
At its November meeting the Financial Stability Oversight Council (“FSOC”) approved proposed reco...
AIMA calls for Depositary Passport in UCITS V Position Paper
In its UCITS V Position Paper, the Alternative Investment Management Association (AIMA) has calle...
Central Bank issues AML/CFT letter to all Financial Institutions
On 18 October 2012, the Central Bank issued a letter to all Irish regulated credit and financial ...
Changes to Regulatory Reporting Requirements for Irish Funds
In May 2012, the Central Bank published Consultation Paper 59 (“CP 59”) relating to proposed chan...
ESMA 2013 Work Programme
ESMA has recently published its 2013 work programme which identifies six areas as key priorities ...
European Systemic Risk Board considering outright ban on sponsor support for money market funds
An outright ban on sponsor support has not to date formed part of the regulatory reforms proposed...
FSA’s Retail Distribution Review
With an implementation date of 31 December 2012, time is running out for investment advisers, pro...
Funds Ezine – November 2012
Please click on the title above to view the November 2012 issue of our Funds Ezine.
IFIA Response to UCITS VI Proposals
In July this year the European Commission (the “Commission”) published its UCITS VI Consultation ...
Proposal for a Commission Regulation on Insider Dealing and Market Manipulation
The European Commission has published an amended proposal for a regulation on insider dealing and...
US Foreign Account Tax Compliance Act (FATCA) Update
Revised FATCA Start DatesOn 24 October the US Internal Revenue Service (IRS) issued a revised sta...
Significant Enhancements to Ireland’s AIF Regime in advance of AIFMD Implementation
The Irish Central Bank has published a consultation paper setting out significant proposed change...
ESMA Q&A on KIIDs
The European Securities and Markets Authority (ESMA) recently published a Questions and Answers d...
ESMA Q&A on the Short Selling Regulation
Earlier this year, the European Parliament and the Council of the European Union adopted Regulati...
Funds E-zine – October 2012
Please click on the title above to view the latest issue of our Funds E-zine.
Asset Management & Investment Funds: Autumn 2012 Legislative Programme
The Irish Government has published its legislative programme for the autumn 2012 parliamentary se...

New Government Legislative Programme: Industry & Sector Specific Breakdown
The Irish Government has published its legislative programme for the autumn 2012 parliamentary se...
ESMA publishes MiFID Guidelines on Assessment of Client “Suitability” and Compliance Function Responsibilities
On 6 July 2012, ESMA published two final sets of Guidelines aimed at enhancing the protection of ...
Funds Ezine – August/September 2012
Please click on the title above to view the latest edition of our Funds Ezine August/September 20...
Leverage in UCITS Funds – Developments
On 26 July 2012 the Central Bank issued very welcome clarifications in relation to its position i...
UCITS Passport – ESMA Answers Questions
This ESMA Q&A paper clarifies certain practical aspects of the UCITS cross-border notificatio...
EU Commission Publishes Proposals for a “Key Information Document” for Non-UCITS Retail Investment Products
The EU Commission has published its legislative proposals for the application of the principles o...
Ezine – Asset Management & Investment Funds Update – July 2012
Asset Management & Investment Funds Update - July 2012
The EU Commission Publishes Draft UCITS V Directive
The European Commission published its proposed amendments to the current UCITS framework on 3 Jul...
NAMA News – June 2012
Please click the title above to view the latest NAMA news.
Update on Irish Banks – June 2012
Please click the title above to view the latest updates on Irish banks.
William Fry named European Legal Services Provider of the Year
Leading Irish law firm William Fry has been named European Legal Services Provider of the Year by...
Information Update: Corporate Governance Code for Irish Funds and Management Companies
On 16 June 2011 a William Fry ezine was circulated, which outlined details of a draft voluntary c...
Corporate Governance Code for Irish Funds and Management Companies
Earlier this week, the Irish Funds Industry Association (“IFIA”) published a draft voluntary corp...

Changes Required to the Organisation of Managers and SMICs
CP 50 and the revised draft Central Bank Notices and Guidance Notes (Notices 2.5 and 16.2 and Gui...

Key Investor Information Document (KIID)
The introduction of the KIID in place of the simplified prospectus constitutes one of the princip...

Ezine – Irish Legal Update
Please click on the title above to view our Irish Legal Update.
Environmental Claims in Insolvency Scenarios
An important measure of the value placed on environmental protection is how the law regulates env...
UCITS IV – Implementation in Ireland
Please click on the title to access further information on UCITS IV - Implementation in Ireland.
US-Ireland Update
Please click on the title above to read our US-Ireland Update for December 2010.
Ezine – Asset Management & Investment Funds News – October 2010
Please click on the title above to view our Asset Management & Investment Funds News for Octo...

Ezine – Asset Management & Investment Funds News – September 2010
Please click on the title above to view our Asset Management & Investment Funds News for Sep...

Update on New Requirements for Company Reporting & Corporate Governance
Last month’s Legal News reported on some of the changes introduced by the implementation in Irela...
