Severn Consultancy GmbH

UCITS IV

On the way to becoming a pan-European investment business

In June 2009, the European Parliament released guidelines entitled „Undertakings for Collective Investment in Transferable Securities IV directive” – UCITS IV.

By 2011, the member states will be required by national law to implement the guidelines by the middle of 2011. Besides some of the new strategic options that are outlined in the UCITS IV directive, some of the contents of UCITS IV will be legally binding to all Asset Managers.

Please see below for more information on the subject: a recent circulation by the BaFin - entitled "Minimum Requirements for Risk Management of Investment Companies”, "Corporate Governance" and the "Directive for depository banks".

Please see a summary of our Whitepaper entitled UCITS IV – On the way to becoming a pan European Investment Business.

For more information, please refer to our Whitepaper for UCITS IV (German). Please do not hesitate to contact us if you need further information in English.

Request the complete whitepaper "UCITS IV" (in German)

 

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