Asset Management

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  • Timeline released for opening up of China’s financial services sector to foreign investors

    Article

    Submitted: 12 April 2018

    ​In November 2017, Simmons & Simmons issued an update suggesting that the Chinese government planned to further open up its financial services sector to foreign investment. Although the Chinese and US governments are currently embroiled in trade tensions, the Chinese government has indicated that it remains dedicated to its proposed agenda.

  • The Securitisation Regulation: key points for US investment managers

    Article

    Submitted: 09 April 2018

    ​The EU’s Securitisation Regulation becomes effective from 01 January 2019. The Regulation replaces securitisation provisions in, among other things, the Alternative Investment Fund Managers Directive (AIFMD). Importantly, some US investment managers will now find themselves subject to the Regulation’s due diligence and risk retention requirements.

  • The Securitisation Regulation: key points for EU AIFMs

    Article

    Submitted: 09 April 2018

    The EU’s Securitisation Regulation becomes effective from 01 January 2019. The Regulation replaces securitisation provisions in, among other things, the Alternative Investment Fund Managers Directive (AIFMD). Importantly, certain AIFMs, which have, to date, been outside the scope of the securitisation rules under AIFMD, may find themselves subject to the Regulation’s due diligence and risk retention requirements.

  • Asset Management Market Study: a change of approach from the FCA to the assessment of "value for money"

    Blog Post

    Submitted: 05 April 2018

    This blog post highlights the FCA’s welcome move towards a more holistic approach to the assessment of the service and value provided by fund managers to investors.

  • Investeren in vastgoed: in stenen of aandelen? Restricted access

    Seminar

    Submitted: 05 April 2018

    Op dinsdag 27 maart vond het vastgoed seminar plaats op ons kantoor in Amsterdam. Vastgoedspecialisten Rob Hendriks (partner Corporate M&A/Real Estate M&A), Luc Cohen (partner Real Estate & Projects) en Jan-Joost van Rijsbergen (partner Real Estate Finance) vertelden vanuit hun eigen praktijk en invalshoek over verschillende soorten vastgoedinvesteringen.

  • The Global LEI System and Other Unique Identifiers

    Article

    Last Reviewed: 31 March 2018 / Submitted: 10 February 2014

    An overview of the Global LEI System considering some of its practical implications for financial institutions and, in particular, its relationship to the reporting obligations under EMIR including Unique Transaction Identifiers and Unique Product Identifiers.

  • Management fee rebates to fund investors not annual payments

    Article

    Submitted: 29 March 2018

    Rebates of fund management charges paid by an investment platform to investors were not “annual payments” for tax purposes and so were not subject to withholding tax.

  • Cayman Islands AEOI update: March 2018

    Article

    Submitted: 29 March 2018

    The Cayman Islands Department for International Tax Cooperation has re-opened its FATCA and CRS reporting portal and announced changes to its certification and notification forms, including introducing a lower threshold of 10% for the “Controlling Person” definition.

  • GDPR Implementation: Expected changes to hedge fund documentation

    Article

    Submitted: 27 March 2018

    GDPR is coming into force on 25 May 2018. This note addresses the documentation requirements for a hedge fund.

  • New guidelines on robo-advice and (semi-)automated asset management

    Article

    Submitted: 26 March 2018

    ​On 15 March 2018, the Dutch Authority for the Financial Markets (AFM) has published two documents on robo-advice and (semi-)automated asset management in which it provides guidance on the continued development of automated advice services (the Guidelines). This article sets out the need-to-know information for anyone operating in the financial services or financial technology sectors.

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