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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FE acquires Global Funds Registration and Kii Hub

By Corporate

 

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300 funds score top accolade in recent FE Crown Rebalance

By Corporate

FE’s latest bi-annual Crown Ratings rebalance awarded 300 funds with the highly prized five FE Crowns - with 18 previously unrated funds being awarded the top accolade. 

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Wellian Investment Solutions use FE’s FinXL to carry out flexible and accurate fund research

By Flora Glaister

When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE’s FinXL, an excel add-in that pulls data from FE’s database, to support his use of FE Analytics. FE Analytics is an investment research platform used by over third of the UK’s top advisers. Having used the products together for a number of years, Wellian are reliant on the software for their fund research.

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