Results for "Asset Management & Investment Funds"

Welcome to the April 2025 edition of Legal News. Here is a selection of our recent publications.

William Fry is delighted to announce it has won in the category of "Excellence in Skills Developm...

March 2025 updates include ESMA launch of Common Supervisory Action, CBI Review of Irish Domicile...

Welcome to the March 2025 edition of Legal News. Here is a selection of our recent publications.

February 2025 updates include DORA ICT incident reporting requirements, a CBI cost questionnaire,...

Welcome to the February 2025 edition of Legal News. Here is a selection of our recent publications.

January 2025 updates from ESMA include a consultation on open-ended loan originating AIFs, Q&A on...

December 2024 updates across outcomes from CBI ETF Review, CBI year-end deadlines, T+1 updates, C...

Here is a selection of recent podcasts and publications contained in our December 2024 edition of...

November 2024 updates across sustainable finance, UK distribution, ELTIFs regulatory technical st...

Here is a selection of recent podcasts and publications contained in our November 2024 edition of...

October 2024 updates across procedural changes for submissions to the CBI portal, proposed limite...

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

Here is a selection of recent podcasts and publications contained in our October 2024 edition of ...

We discuss the proposed reforms to the Limited Partnerships Act 1907 which could introduce new re...

September 2024 updates across sustainable finance, macroprudential policy for investment funds, T...

Here is a selection of recent publications contained in our September 2024 edition of Legal News.

August 2024 updates across sustainable finance, UK distribution, liquidity management, UCITS elig...

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

William Fry LLP is delighted to have been shortlisted in three categories by the Financial Times ...

Five key items ESMA wants to change in the sustainable finance framework as per its Opinion issue...

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

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

Here is a selection of recent publications and podcasts contained in our June 2024 edition.

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

Here is a selection of recent publications and podcasts contained in our May 2024 edition.

As part of a new series dealing with key insights based on our experience acting on fund finance ...

New Partners across Asset Management & Investment Funds, Litigation & Investigations, Real Estate...

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

Two men held personally liable for Company's debts totalling €3.8m sentenced to 3 years and 6 yea...

We discuss how the new FDI screening regime is likely to operate, and consider the key elements o...

Recent updates on the proposed EU anti-money laundering and terrorist financing legislative refor...

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

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

Derina Bannon has joined as a Consultant in the firm's Asset Management & Investment Funds depart...

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

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

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

Welcome to our January 2024 edition of Legal News, where we continue to provide you with cross-se...

A look ahead to the key sustainable finance developments in 2024 for companies, investment funds,...

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

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

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

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

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

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

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

First-phase CSA engagement from the Central Bank focusses on sustainability risk management and w...

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

Following its scheduled review, the Commission has confirmed it will not revise the Money Market ...

In Q3 to date, national, EU and international policymakers have published a range of proposals to...

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

On 31 July 2023, detailed and prescriptive reporting standards for the Corporate Sustainability R...

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

The Commission is planning a wide-ranging review to 'take stock' of UCITS eligible asset rules.

We look at the European Commission's new proposal for a framework to manage the sharing of custom...

Development of the IAF continues with further publications from the Central Bank ahead of the fir...

A guide to scoping obligations under CSRD for EU and non-EU companies

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

ESMA to assess compliance with SFDR, the Taxonomy and UCITS/AIFMD sustainability-related rules.

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

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

Welcome to the June 2023 edition of Legal News. Here is a selection of our recent publications on...

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

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

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

Commission opines on key SFDR concepts including sustainable investments, climate benchmark track...

Welcome to the April 2023 edition of Legal News. Here is a selection of our recent publications o...

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

Welcome to the March 2023 edition of Legal News. Here is a selection of our recent publications o...

Welcome to the February 2023 edition of our Asset Management & Investment Funds Update

Two EU legislative acts relating to digital operational resilience in the financial industry were...

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

Welcome to the October 2022 edition of Legal News, a selection of our recent publications on subj...

1 December 2022 has been fixed as the filing deadline under the Central Bank's SFDR Level 2 fast-...

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

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

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

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

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

Welcome to the June 2022 edition of Legal News. Here is a selection of our recent publications on...

On 23 May 2022, the Revenue Commissioners (Revenue) published a new Tax and Duty Manual, VAT trea...

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

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

Here is a selection of our recent publications on subjects that may affect you or your business. ...

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

Here is a selection of our recent publications on subjects that may affect you or your business. ...

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

To date in 2022, the EU has adopted four sanctions packages in response to the developing situati...

ESMA issues expectations for MiFID firms' use of tied agents in light of post-Brexit 'circumventi...

Here is a selection of our recent publications on subjects that may affect you or your business.

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

Here is a selection of our recent publications on subjects that may affect you or your business.

In our first Asset Management & Investment Funds Update of the year, we analyse the key dates and...

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

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

The EU has launched a wide-ranging and highly impactful programme to re-orient private investment...

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

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

See our analysis of the Central Bank's key Q1 publications impacting Irish property AIFs.

1 January 2022 is the next key compliance deadline for funds and fund managers under the EU Susta...

Recently published AML legislation mandates beneficial ownership checks and sets out CDD required...

On 21 April 2021, the EU published the first of two planned sets of performance criteria for envi...

On 15 March 2021, the ESAs launched a consultation on compliance standards for the SFDR disclosur...

Fund liquidity management is a hot button issue for local, EU and international regulators. See ...

Sustainable finance is continuing to dominate agendas in the financial services industry with an ...

As fund managers move forward from the initial SFDR compliance deadline of 10 March 2021, it is c...

Commission signals delay to the application of ESA technical standards for compliance with the Su...

The Central Bank has published a new consultation with draft guidance for PE funds and other clos...

Following its recent deep-dive liquidity review of corporate debt and property funds, ESMA has re...

Ahead of the impending public consultation on the AIFMD review, the European Securities and Marke...

Regulators' interest in the development of a more comprehensive macroprudential framework for fun...

The EU has proposed amendments to the Benchmarks Regulation to address issues arising from the co...

An analysis for Irish fund management companies of the impact of the decision in the Blackrock VA...

EU Sustainable Finance Rules: A Compliance Action Plan for Fund Managers including Decision Tree ...

This article considers the implications for life (re)insurers following the implementation of the...

We examine the new transparency obligations for pension schemes under Directive (EU) 2017/828.

The last two days has seen Spain, France, Italy and Belgium introduce temporary restrictions on n...

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

On 13 December 2019, IOSCO published recommendations for the measurement and monitoring of levera...

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

In this briefing we review the recent prohibition by the Central Bank of a director of a regulate...

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

Welcome to the November 2019 edition of our monthly update from the Asset Management & Investment...

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

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

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

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

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

Welcome to the July 2019 edition of Legal News. We at William Fry aim to keep you up to date on l...

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

The EU Action Plan on Sustainable Finance: What UCITS ManCos, AIFMs and MiFID-authorised investme...

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

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

Our Asset Management & Investment Funds Partner, Vincent Coyne, spoke to 'Ignites Europe' about a...

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

Welcome to the March 2019 issue of Legal News which is a round-up of some of our articles in the ...

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

Please click on the title above to view our Legal News - March 2019

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

Please click on the title above to view our Legal News - February 2019

Welcome to the our extended 'Legal & Regulatory Update' for December 18 and January 19.

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

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

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

On 14 September 2018, the Central Bank of Ireland (CBI) issued the eagerly awaited feedback state...

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

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

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

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

Lengthy legislative process draws to a close as European Parliament approves Money Market Funds R...

Please click on the title above to view our Legal News - May 2017

AMLD4 will replace the existing AMLD3 and applies effective 26 June 2017. There are no transition...

Continued forward momentum towards regulatory convergence in the asset management space

Brexit, and the expected loss of passporting rights, represents a considerable challenge for the ...

Brexit, and the expected loss of passporting rights, represents an unprecedented challenge for th...

Brexit, and the expected loss of passporting rights, represents an unprecedented challenge for th...

Bills currently before the Oireachtas and Bills expected to be published

The third Government Legislation Programme of the Partnership Government has been published

Please click on the title above to view our Legal News - December 2016

Following publication of the Finance Bill 2016 we consider the proposed new tax regime for Irish ...

Please click on the title above to view our Legal News - November 2016

Bills currently before the Oireachtas and Bills expected to be published

The second Government Legislation Programme of the Partnership Government has been published

View our digest of recent updates

Following the UK's decision to leave the EU, we outline some of the key Brexit-related issues exp...

Bills currently before the Oireachtas and Bills expected to be published

The first Government Legislation Programme of the new Partnership Government has been published

Please click on the title above to view our Legal News - June 2016

Please click on the title above to view our Legal News - May 2016

ESMA’s Final UCITS Remuneration Guidelines omit guidance on the dis-application of certain requir...

ESMA gives its opinion on the key issues the European Commission should consider in its upcoming ...

ESMA Discussion Paper on UCITS Share Classes sets out core principles and operational requirement...

Please click on the title above to view our Legal News - March 2016

More transparency on securities lending and repo transactions on the way as Regulation on Reporti...

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

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

Statistics show increase in net sales of long-term UCITS (UCITS excluding money market funds) des...

Statistics show sharp fall in net sales of UCITS

IF stresses the need to avoid defining extensive or exhaustive categories, lists or criteria in t...

IF supports ESMA’s approach to proportionality and, in particular, the intention to draw a distin...

Brief summary of how the Finance Bill will impact the FS Sector

Please click on the title above to view our Legal News - October 2015

William Fry has been judged to be Ireland’s most innovative law firm and the sixth best innovativ...

Bills currently before the Oireachtas and Bills expected to be published

The Irish Government has published its legislation programme for the Autumn/Winter 2015 parliamen...

Please click on the title above to view our Legal News - September 2015

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

Updated Revenue guidance published following European decisions

Guidelines suggest specific practices that asset managers could undertake to reduce over-reliance...

Banks to set limits on exposure to shadow banking entities

Economic Recovery Drives Expansion of Corporate / M&A, Banking & Financial Services and Asset Man...

Welcome to the May issue of Legal News. To read our latest articles, please click on the title ab...

Welcome to the May issue of our Asset Management & Investment Funds ezine

A brief overview of the key features of the Irish Collective Asset Management Vehicle.

Government to continue expansion of financial services sector

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

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

Resources specifically allocated for enforcement actions in respect of compliance by “low impact ...

ICAV Act Signed into Law: Central Bank stands ready to accept applications within a matter of weeks

New Q&As relate to financial derivative instruments and collateral management

The Irish Government has published its legislation programme for the Spring/Summer 2015 parliamen...

Asset Management & Investment Funds  

An overview of the political agreement reached in December 2014

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

Latest draft report sets out ECON’s proposed amendments to draft regulation

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

Irish Budget Briefing 2015 - Update

Welcome to the Asset Management & Investment Funds October edition

ASSET MANAGEMENT & INVESTMENT FUNDS

New Government Legislation Programme: Industry & Sector Specific Breakdown

To read our latest issue, please click on the title above.

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

 Central Bank issues guidance note for AIFMs and UCITS management companies.

Welcome to the August issue of our Funds ezine. 

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

Central Bank to permit loan origination by Irish funds.

FCA imposes financial penalty of over £18.6 million on Invesco Asset Management Limited and Inves...

On 29th July 2014, the Irish Minister for Finance published the Irish Collective Asset-management...

From this week, with 22 July 2014 marking the end of the transitional period for applications for...

Welcome to the June issue of our Funds E-zine.

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

Various Funds Industry bodies have welcomed the European Parliament’s proposed changes to the Eur...

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

A recent opinion from the Advocate General of the EU Court ofJustice suggests that some defined c...

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

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

The Irish Government has published its Legislation Programme for theSpring/Summer 2014 parliament...

Further to our December eZine article on the new Irish Collective Asset-management Vehicle for th...

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

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

The Central Bank has announced that the deadline for receipt of applications for authorisation as...

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

The Irish Government has published its legislative programme for the Autumn 2013 parliamentary se...

To view the New Autumn 2013 Government Legislative Programme, please click the title above.

Proposed client asset regulations aim to minimise the risk of loss or misuse of client assets.

Funds Ezine August 2013

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

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

William Fry is proud to sponsor the Luncheon and Refreshment Breaks at the Annual IBA Conference ...

In this AIFMD update we report on ESMA’s regulatory technical standards to distinguish between op...

According to a recent ECJ ruling, a common investment fund in which the assets of several defined...

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

The Irish Government has published its legislative programme for the Summer 2013 parliamentary se...

The Irish Government has published its legislative programme for the summer 2013 parliamentary se...

Welcome to the February issue of our Funds E-zine.

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

The Irish Government has published its legislative programme for the Spring 2013 parliamentary se...

The Irish Government has published its legislative programme for the Spring 2013 parliamentary se...

In its UCITS V Position Paper, the Alternative Investment Management Association (“AIMA”) has cal...

You will find below a summary of the measures announced for inclusion in the next Finance Bill th...

The Presidency of the Council of the EU published a compromise proposal on the proposed MiFID II ...

On 14 November 2012, the European Commission published an initial FAQ document on the EMIR Regula...

On 25 July 2012, ESMA published guidelines on ETFs and other UCITS issues, which included in Anne...

EU securities regulators and the Swiss Financial Market Supervisory Authority (“FINMA”) have agre...

Brussels-based interest rate index Euribor and its London counterpart Libor are currently under i...

The Council of the EU and the European Parliament reached political agreement on a proposed Regul...

The FSB has published, for consultation, a report entitled “An Integrated Overview of Policy Reco...

Please click the title above to view the December 2012 issue of our Funds E-zine.   

The Central Bank has clarified its requirements in relation to the filing of Business Plans and r...

The Cyprus EU Council Presidency has published (16 November 2012) a compromise text on the Commis...

At its November meeting the Financial Stability Oversight Council (“FSOC”) approved proposed reco...

In its UCITS V Position Paper, the Alternative Investment Management Association (AIMA) has calle...

On 18 October 2012, the Central Bank issued a letter to all Irish regulated credit and financial ...

In May 2012, the Central Bank published Consultation Paper 59 (“CP 59”) relating to proposed chan...

ESMA has recently published its 2013 work programme which identifies six areas as key priorities ...

An outright ban on sponsor support has not to date formed part of the regulatory reforms proposed...

With an implementation date of 31 December 2012, time is running out for investment advisers, pro...

Please click on the title above to view the November 2012 issue of our Funds Ezine.   

In July this year the European Commission (the “Commission”) published its UCITS VI Consultation ...

The European Commission has published an amended proposal for a regulation on insider dealing and...

Revised FATCA Start DatesOn 24 October the US Internal Revenue Service (IRS) issued a revised sta...

The Irish Central Bank has published a consultation paper setting out significant proposed change...

The European Securities and Markets Authority (ESMA) recently published a Questions and Answers d...

Earlier this year, the European Parliament and the Council of the European Union adopted Regulati...

Please click on the title above to view the latest issue of our Funds E-zine.   

The Irish Government has published its legislative programme for the autumn 2012 parliamentary se...

The Irish Government has published its legislative programme for the autumn 2012 parliamentary se...

On 6 July 2012, ESMA published two final sets of Guidelines aimed at enhancing the protection of ...

Please click on the title above to view the latest edition of our Funds Ezine August/September 20...

On 26 July 2012 the Central Bank issued very welcome clarifications in relation to its position i...

This ESMA Q&A paper clarifies certain practical aspects of the UCITS cross-border notificatio...

The EU Commission has published its legislative proposals for the application of the principles o...

Asset Management & Investment Funds Update - July 2012  

The European Commission published its proposed amendments to the current UCITS framework on 3 Jul...

Please click the title above to view the latest NAMA news.

Please click the title above to view the latest updates on Irish banks.

Leading Irish law firm William Fry has been named European Legal Services Provider of the Year by...

On 16 June 2011 a William Fry ezine was circulated, which outlined details of a draft voluntary c...

Earlier this week, the Irish Funds Industry Association (“IFIA”) published a draft voluntary corp...

CP 50 and the revised draft Central Bank Notices and Guidance Notes (Notices 2.5 and 16.2 and Gui...

The introduction of the KIID in place of the simplified prospectus constitutes one of the princip...

Please click on the title above to view our Irish Legal Update. 

An important measure of the value placed on environmental protection is how the law regulates env...

Please click on the title to access further information on UCITS IV - Implementation in Ireland.

Please click on the title above to read our US-Ireland Update for December 2010.

Please click on the title above to view our Asset Management & Investment Funds News for Octo...

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

Last month’s Legal News reported on some of the changes introduced by the implementation in Irela...