Welcome to the December 2022 edition of our Asset Management & Investment Funds Update. In this month's edition we look at:
- Dates & Deadlines: Dec '22/Q1 '23
Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker. Click here to download. - Central Bank SFDR Review Findings
Synopsis of good/bad SFDR disclosure practices as well as regulatory expectations and upcoming areas of supervisory focus. Click here to download. - New PRIIPs Q&As Published
Analysis of the ESAs' latest Q&As and their impact for UCITS subject to PRIIPs from 1 January 2023. Click here to download. - Leverage Limits and Liquidity Guidance for Irish
Property Funds
Analysis of the Central Bank's first set of macroprudential measures for funds. Click here to download. - ESA SFDR Q&A Published
Analysis of this first edition Q&A and its impact for funds and fund managers. Click here to download. - ESMA Proposes Minimum Investment Thresholds for Article
8 and 9 Funds
Analysis of draft guidance for fund names including ESG-related terms. Click here to download. - Corporate Sustainability Reporting Rules Get Final
Green Light
The latest CSRD developments and their impact for fund managers. Click here to download. - BMR Extension for Non-EU Benchmark Use
Commission proposes additional 2-year extension of BMR transition period for third country benchmarks. Click here to download. - Regulatory Guidance for Beneficial Ownership
Filings
New guidance issues ahead of 7 December filing deadline for ICAVs and other vehicles. Click here to download. - Central Bank Fines UCITS Manager for Breaches of UCITS
Regulations
Details of the latest Manco fine to be issued by the Central Bank. Click here to download. - Dear CEO Letter Highlights Consumer Protection
Expectations
Key points for fund managers from the Central Bank's recent letter to firms. Click here to download. - New Prudential Rules for Fund Managers with MiFID
Top-Ups
Analysis of regulatory proposals to align fund manager rules with IFR. Click here to download.
Download our full December update here.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
