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 long-waited EU Taxonomy Regulation has been finally published in the Official Journal of the European Union on 22 June 2020. In addition to draw the regulatory framework on which the financial sector will be able to propose ESG products or corporate bonds while eliminating the risk of green washing, the Regulation brings several amendments to the Sustainable finance disclosure regulation (SFDR) to ensure consistency between the two texts, at least as regards to the environmental issues.

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