Moving from UCITS III to UCITS IV

The funds landscape is changing, with UCITS IV set to be introduced in 2011. The launch will introduce new regulations designed to strengthen the existing UCITS brand and ease the path for cross-border fund mergers and distribution.

In this special guide we highlight the proposed changes set to be introduced, including:

• New rules surrounding fund mergers
• Clarification on the Management Company Passport
• New freedom to use Master/Feeder funds within pooling techniques
• Revised rules on regulator to regulator cooperation
• The new UCITS IV Key Investor Information requirements

As you build your business and the investment industry prepares to embrace the next generation of funds our guide can help you gain detailed insights of major changes that will pave the way for UCITS IV.

Learn more about the evolution of the UCITS Market.

With commentary on key issues surrounding UCITS IV and comparison with many aspects of our UCITS III guide is designed to help you understand and prepare for the next wave of funds industry change.

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