Home Knowledge Asset Management & Investment Funds Update – December 2023

Asset Management & Investment Funds Update - Dec 2023

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

In this month’s edition we look at:

  • Key Dates & Deadlines Q4 ’23/Q1 ’24
    Stay ahead of key upcoming dates & deadlines with our tracker
  • Individual Accountability
    Final Regulatory Framework Published
  • SFDR Level 2 Revisions: 5 Key Impacts
    Analysis of the ESAs’ latest SFDR Final Report
  • UK Sustainability Disclosures & Labelling Regime Published
    With first effective date of 31 May 2024
  • Revised Capital Rules for Fund Managers with IPM Licence
    Central Bank aligns rules for IPM services
  • Central Bank Fines ICAV for EMIR Reporting Failures
    Failure to report trades and notify failing attracts first EMIR fine
  • UK Overseas Funds Regime Consultation
    Proposed rules for marketing funds in the UK

Click the image below to download our full update.