Tuesday October 2 2012

News Source: Fund Regulation

Focus: UCITS

Type: Third party articles

Country: European Union




Please find attached a review of the distribution of UCITS funds around the globe, published by PwC Ireland. The article provides practical and useful information relating to the UCITS fund market.

The report is set out as follows:

  1. An overall picture of the place of the UCITS funds industry in the worldwide investment community;
  2. Key markets for UCITS funds;
  3. Distribution channels and key channels for all the main markets for UCITS funds;
  4. The new Key Investor Information Document (KIID) introduced by UCITS IV and the introduction of the On-going Charges Figure (OCF);
  5. Updates on a number of regulation impacting the UCITS funds industry these include; UCITS IV, V, & VI, PRIPS, IMD revision, MiFID and the RDR in the UK;
  6. The tax reporting environment for UCITS and the specific requirements in certain jurisdictions such as; Austria, Belgium, Germany, Italy, Switzerland and the UK.

Please refer to the link below for a full copy of the report:

http://download.pwc.com/ie/pubs/2012_ucits_fund_distribution_exec_summary.pdf