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

On 1st of August 2022, FCA published a consultation paper on broadening retail access to the long-term asset fund (LTAF).

The proposals out for consideration would provide access to non-traditional investments, which consumers might use to FCA clamps down on marketing of high-risk investments to consumers diversify their portfolio and for potentially higher returns, while still offering strong consumer protection.

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