Institutional investors


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  • MiFID2: expected amendments to fund documentation for UK authorised funds


    Submitted: 20 September 2017

    We summarise the key amendments which we expect UK authorised fund managers (including UK UCITS management companies) will need to make to fund documentation in light of MiFID2.

  • MiFID2: expected amendments to fund and managed account documentation for UK AIFMs


    Submitted: 19 September 2017

    We summarise the key amendments which we expect hedge fund managers (full scope UK AIFMs) will need to make to AIF and managed account documents in light of MiFID2.

  • EU PRIIPs Regulation: Do you need a “KID” for your AIF?


    Submitted: 18 September 2017

    This note sets out information relating to the implications of the PRIIPs regime for managers and distributors of alternative investment funds (AIFs).

  • MiFID2: documents and policies update for asset managers


    Submitted: 12 September 2017

    Our briefing note provides a checklist of the legal agreements and compliance policies likely to be impacted by changes brought in by the UK’s implementation of MiFID2. It sets out our general views on what documentation reviews and updates firms may wish to prioritise.

  • Brexit and the German market: investment funds and regulatory considerations


    Event date: 21 November 2017

    The final webinar of five in this series will discuss the practical implications of relocating or establishing an additional presence in Germany to achieve a smooth transition following Brexit. There will be an opportunity for Q&As.

  • FCA moves the goalposts on application of MiFID2 research unbundling rules to non-EEA delegates


    Submitted: 15 August 2017

    ​A letter from the FCA, outlining how it expects certain MiFID2 requirements to be applied, signals a game-changing departure by the regulator, with potentially significant ramifications for the UK asset management industry.

  • Legal Headwinds: Asia - Quarterly Report - Q3 2017 Restricted access


    Submitted: 02 August 2017

    The Q3 2017 edition of Legal Headwinds focuses on key legal and regulatory developments relevant to financial institutions operating in China, Hong Kong and Singapore.

  • Directive en vue de promouvoir l'engagement à long terme des actionnaires


    Submitted: 23 June 2017

    Adoption le 3 avril 2017 de la directive (UE) 2017/828 modifiant la directive 2007/36/CE en vue de promouvoir l’engagement à long terme des actionnaires : De nouvelles obligations pour les investisseurs institutionnels et les gestionnaires d’actifs

  • New rules in the EU when acquiring (or increasing) stakes in financial sector targets


    Submitted: 14 June 2017

    From 01 October 2017, the guidelines issued jointly by The European Banking Authority (EBA), the European Insurance and Occupational Pensions Authority (EIOPA) and the European Securities and Markets Authority (ESMA) (collectively known as "ESA") will apply with regard to acquisitions and increases of “qualifying holdings” in the banking, insurance and securities sectors.

  • BEPS


    Last Reviewed: 13 June 2017 / Submitted: 16 November 2015

    This microsite examines the progress of the OECD’s Action Plan on Base Erosion and Profit Shifting (BEPS) to tackle a wide range of international tax issues, including taxation of the digital economy, hybrid instruments and entities, transfer pricing rules, double tax treaties, permanent establishments and country-by-country reporting.

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