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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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

The European Commission published the Commission Delegated Regulation (CDR 2019/356) and Commission Implementing Regulation (CIR 2019/363) that supplement the Securities Financing Transactions Regulation (“SFTR”). Both Commission regulations were published in Official Journal on March 22, 2019 and enter into force on the 20th following their publications, i.e. from April 11, 2019. The CDR and CIR