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Our Skills & Tech keep you ahead of regulatory changes

Changes operated on all European & other important fund markets around the world.

Our services at a glance

Regulatory maintenance

Combining knowledge + technology to deliver comprehensive, accurate and up to the minute analysis of regulatory changes in the asset management and life insurance sectors.

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Expert services

Skilled experts behind the regulatory hotline – expertise covering UCITS, AIFMD frameworks, investor documents (KIID) (KID) periodic financial reports as well as prudential and statistical reporting to regulators and central banks.

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Training

Full range of off-the-shelf and bespoke training modules where content is tailored to the level of expertise of each audience and delivered on-site or on-line.

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News that matters

On 20 March 203, the Official Journal of the European Union published the Regulation (EU) 2023/606 of the European Parliament and of the Council of 15 March 2023, amending Regulation (EU) 2015/760 in regards to the requirements pertaining to the investment policies and operating conditions of European long-term investment funds and the scope of eligible investment assets, the portfolio composition and diversification requirements and the borrowing of cash and other fund rules.

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