The EU Directive and Regulation, known as the “CBDF package”, or “the EU cross-border distribution of collective investment undertakings legislative package” was officially launched in [...]
After much anticipation, the FCA published its consultation (CP21/17) on climate-related financial disclosures and rules for UK asset managers at the end of June. [...]
At the beginning of the year, the FCA reported that, of the 145 money managers in the UK, almost half failed to disclose their costs [...]
At the beginning of June, HM Treasury confirmed in a press release that UCITS (Undertakings for the Collective Investment in Transferable Securities) funds will continue [...]
At the end of May 2021, the European Securities and Markets Authority (ESMA), the EU’s securities regulator, set out the requirements that funds’ marketing [...]
The first stage of the European Union’s (EU) Sustainable Finance Disclosure Regulation (SFDR) came into effect on 10th March 2021. Despite its seeming complexity, [...]
We are delighted to announce that Fundipedia has been chosen to be a part of the third annual WEALTHTECH100 list of tech companies transforming [...]
We are happy to announce our new implementation associates Sarah Bliss and Edward Dunkley. Once a year we select 1-2 bright, accomplished and highly [...]
John Allan, Senior Operations Specialist from the Investment Association, recently joined our Fundipedia quarterly User Group meeting to provide the latest news on regulatory matters [...]