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Latest MiFID Template issued by European Working Group

By Nick Whatling Regulations

The European Working Group (EWG) met last month and has issued an updated European MiFID Template (EMT), which aims to standardise the data to be provided by fund groups to platforms and advisers to help them deliver their client reports under MiFID II. 

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The funds getting the lion’s share of adviser attention

By Flora Glaister

With over 3,000 adviser firms using FE Analytics to streamline their investment process, we used the FE Analytics Market Intelligence (MI) tool to see which funds have been most researched by advisers in quarter 1 this year, and how that compared to last year.

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FE's white paper: Preparing for your client reporting obligations under PRIIPs and MiFID II

By Corporate Regulations

The investment industry across Europe is preparing for the introduction of two major pieces of legislation, PRIIPs and MiFID II, at the start of 2018.  

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Regulatory update: FCA’s policy statement PS17/6 on PRIIPs scope and disclosure rules

By Corporate Regulations

Further to consultation paper CP16/18 last year, the FCA has now issued policy statement PS17/6.

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What do we still need to know about PRIIPs KIDs?

By Mikkel Bates Regulations

The latest version of the PRIIPs Regulatory Technical Standards (RTS) were published last month.  You would think that, with the amount of thought and debate that have gone into PRIIPs since 2014, the RTS would cover every situation and to have a clear rule for each.  But, sadly, that isn’t the case.

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PRIIPs RTS accepted by European Parliament

By FE Kii Hub Regulations

In a move that was widely anticipated – but not quite so soon – the European Parliament officially raised no objections to the revised PRIIPs Regulatory Technical Standards (RTS) and approved them on 30 March. This follows the decision by the Economic and Monetary Affairs Committee (ECON) to give the RTS the all-clear two days earlier.

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Are PRIIPs back on track with a new RTS?

By Mikkel Bates

After many weeks of complete silence, the European Commission published its (presumably) final version of the PRIIPs Regulatory Technical Standards (RTS) on 8 March, almost meeting its selfimposed deadline of adopting them by the end of February.

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Cost disclosure requirements under MiFID II explained

By Flora Glaister

You will be hard-pressed to find someone working in the asset management industry today who is not aware, on some level, that the implementation date for the Markets in Financial Instruments Directive II (MiFID II) is less than a year away (3 January 2018). Despite the year long delay last October, time is truly of the essence as the European Parliament requires the directive to be transposed into national legislation by member states as soon as 3 July 2017.

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Big shake up of FE Alpha Managers in 2017 rebalance

By Corporate

There has been a big churn of talent in the 2017 FE Alpha Managers rebalance with the emergence of 56 new Alpha Managers and a cull of 38 managers that previously held the highly coveted status.

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Risk targeted multi-asset funds: is performance getting lost in translation?

By Flora Glaister

Multi-asset funds have seen significant growth of late, with figures from the Investment Association (IA) showing that multi-asset fund sales reached £2.6 billion in 2016.  

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