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

After HMT having announced the extension of the exemption period for the UCITS KIID for 5 more years a month ago, the FCA launched on 20 of July 2021 a Consultation Paper (CP-21/23) on several amendments of the PRIIPs Regulation and its Regulatory Technical Standards (RTS).

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