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Asset Management & Investment Funds Update October 2021


Welcome to our Asset Management & Investment Funds October 2021 update. If you have any queries in relation to these matters please contact any of our Asset Management & Investment Funds Partners or your usual contact at William Fry.

  • Dates & Deadlines: Q4 ’21 / Q1 ’22
    Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. Click here to download.
  • PRIIPs for UCITS
    Following the adoption of revisions to PRIIPs Level 2, we analyse the key PRIIPs pain points for UCITS managers. Click here to download.
  • Less Than 3 Months To Next SFDR Compliance Deadline
    Check out our decision tree to determine the scope and impact of the 1 January 2022 SFDR deadline. Click here to download.
  • Central Bank Fines UCITS Manco For IM Breach of Investment Restrictions
    See our analysis of this ground-breaking sanction and the key takeaways for UCITS managers. Click here to download.
  • Regulatory Focus on Third-Party Management Companies
    Third-party fund management companies are increasingly in focus as internally managed funds seek CP86 solutions. Click here to download.
  • IMF: We’ve fixed the banks “now we must do the same for investments funds”
    IMF recommends macroprudential policies for funds to address financial stability concerns. Click here to download.
  • Central Bank Requires Additional Beneficial Ownership Filings
    ICAVs, unit trusts, ILPs and CCFs must resubmit beneficial ownership details in Q4 2021. Click here to download.