February 10, 2016

Mifid II officially delayed by one year

The European Commission has released a statement to officially delay the application date for the MiFID II package by one year; the revised Markets in Financial Instruments Directive, or MiFID II, is now expected to come into force on January, 3rd 2018. The European Commission… Read More
December 3, 2015

MiFID II potential delay

Following Steven Maijoor’s hearing at the European Parliament's economic affairs committee on 10th November 2015, it looks very likely that MiFID II will be delayed to give industry participants more time to prepare. In his speech, the Chair of ESMA provided some clarifications on how… Read More
November 23, 2015

SEC proposes rules to modernize Financial Reporting

The U.S. Securities and Exchange Commission (SEC) is proposing new rules and forms to modernize the reporting of information by mutual funds, ETFs and other registered investment companies. According to the proposed measures, fund holdings will have to be provided to the SEC more frequently… Read More
November 16, 2015

Latest PRIIPs Consultation Paper

The European Supervisory Authorities (ESA) have launched the latest Consultation Paper relating to the draft Regulatory Technical Standards (RTS) on the layout of the PRIIPs KID. The RTS and Consultation Paper cover the presentation and content of the KID, the review, revision, and republication of… Read More
November 2, 2015

PRIIPs Timetable update

On 14th September 2015, Steven Maijoor, Chair of the ESAs Joint Committee, addressed the Economic and Monetary Affairs Committee to provide an update on the work relating to the regulatory technical standards (RTS) under PRIIPs. In his speech he described the work on PRIIPs KID… Read More
November 2, 2015

FundAssist – Award Winning KIID Providers

FundAssist are proud to announce we have been named as one of the winners in the 2015 Business Awards, hosted by Wealth & Finance International. FundAssist have been recognised as a Leader in KIID Preparation. We are grateful to all our clients for their continued… Read More
October 16, 2015

ESA 2016 Work Programme

The joint committee of the European Supervisory Authorities (ESAs) has recently published its work programme for 2016. The ESAs will carry on with their joint regulatory work in key areas such as packaged retail and insurance-based investment products (PRIIPs). They will also continue to closely… Read More
April 23, 2015

FundAssist – Award Winning Translation Providers

FundAssist have been providing translation services dedicated to the funds industry for over 15 years. Leveraging off the experience we have gained, our team of funds dedicated translators and innovative technology; we provide a proven, cost effective, accurate and consistent solution for our clients. FundAssist… Read More
April 10, 2015

ESMA publishes update to Q&A on the KIID

The European Securities and Markets Authority (ESMA) recently published an updated questions and answers on the application of the Key Investor Information Document (KIID) for UCITS. The Q&A includes a new question on the treatment of past performance information in case of fund mergers. View… Read More