Following a series of consultations, and as part of its wider overhaul of the UK’s financial services regime, in November 2023, the UK government published a draft statutory instrument that will ...

The UK government has proposed amendments to the UK PRIIPs regime with performance information in the KID to differ from the EU “performance scenario” requirement. On 30 July 2020, HM Treasury ...

The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations are not fit for purpose, according to the European Fund and Asset Management Association (EFAMA). Responding to a ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The FCA has found some firms are not properly disclosing costs to investors as required under new Priips rules. The FCA today published a call for input on the new Priips rules asking for feedback on ...

Are you up to date on your PRIIPs requirements? Are you eligible for an exception if you manage a UCITS fund? What methodology should you be using for transaction costs? Following numerous amendments, ...

LONDON, Sept 19 (Reuters) - Financial policymakers are planning sweeping changes to retail investment disclosure requirements in the UK, replacing regulation inherited from the European Union with ...

Looking towards 2025, January 1 marks a pivotal date for UCITS and AIF fund managers. After much delay, PRIIPS full methodology for calculating implicit transaction costs comes into effect, much to ...