UCITS

Sun 01 Jan, 2017

UCITS |

Application date of the Guidelines on sound remuneration policies under the UCITS Directive and AIFMD, for UCITS (ESMA/2016/411)

Fri 14 Oct, 2016

UCITS |

ESMA publishes Guidelines on sound remuneration policies under the UCITS Directive (ESMA/2016/575)

Thu 13 Oct, 2016

UCITS |

Application date of Commission Delegated Regulation (EU) 2016/438 of 17 December 2015 supplementing CRD IV with regard to obligations of depositaries

Mon 15 Aug, 2016

UCITS |

Entry into force of Commission Implementing Regulation (EU) 2016/1212 of 25 July 2016 laying down implementing technical standards with regard to standard procedures and forms for submitting information in accordance with UCITS IV

Tue 26 Jul, 2016

UCITS |

European Commission publishes CONSULTATION DOCUMENT Undertakings for Collective Investment in Transferable Securities (UCITS) Product Rules, Liquidity Management, Depositary, Money Market Funds, Long-term Investments (UCITS VI)

Tue 19 Jul, 2016

UCITS |

ESMA publishes Questions and Answers Application of the UCITS Directive (ESMA/2016/1135)

Fri 15 Jul, 2016

AIFMD | UCITS |

ESMA publishes Call for evidence Asset segregation and custody services under UCITS and AIFMD (ESMA/2016/1137)

Wed 13 Apr, 2016

UCITS |

Entry into force of Commission Delegated Regulation (EU) 2016/438 of 17 December 2015 supplementing CRD IV with regard to obligations of depositaries

Thu 31 Mar, 2016

AIFMD | UCITS |

ESMA publishes Final report Guidelines on sound remuneration policies under the UCITS Directive and AIFMD (ESMA/2016/411)

Thu 31 Mar, 2016

AIFMD | UCITS |

ESMA writes to the European Commission, European Council and European Parliament on the proportionality principle and remuneration rules in the financial sector, in relation to UCITS and AIFMD (ESMA/2016/412)

Fri 18 Mar, 2016

UCITS |

Deadline for Member States to transpose UCITS V

Sat 27 Feb, 2016

UCITS |

Corrigendum to UCITS V published in the OJ (Corrigendum to Directive 2014/91/EU of the European Parliament and of the Council of 23 July 2014 amending Directive 2009/65/EC on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) as regards depositary functions, remuneration policies and sanctions)

Fri 18 Sep, 2015

UCITS |

ESMA publishes Final report Draft Implementing Technical Standards on penalties and measures under UCITS IV (ESMA/2015/1409)

Mon 03 Aug, 2015

UCITS |

ESMA publishes REPORT FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND THE COUNCIL on the exercise of delegation of powers to the Commission to adopt implementing measures pursuant to Article 112a of UCITS IV (COM(2015) 384 final)

Thu 23 Jul, 2015

AIFMD | UCITS |

ESMA publishes Consultation Paper Guidelines on sound remuneration policies under the UCITS Directive and AIFMD (2015/ESMA/1172)

Fri 28 Nov, 2014

UCITS |

ESMA publishes Final Report ESMA’s technical advice to the European Commission on delegated acts required by the UCITS V Directive (ESMA/2014/1417)

Fri 26 Sep, 2014

UCITS |

ESMA publishes Consultation Paper ESMA’s technical advice to the European Commission on delegated acts required by the UCITS V Directive (ESMA/2014/1183)

Wed 17 Sep, 2014

UCITS |

Entry into force of UCITS V, amending UCITS IV (Directive 2014/91/EU of the European Parliament and of the Council of 23 July 2014 amending Directive 2009/65/EC on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) as regards depositary functions, remuneration policies and sanctions)

Tue 04 Dec, 2012

UCITS |

ESMA publishes Final Report Guidelines on repurchase and reverse repurchase agreements (in relation to UCITS) (ESMA/2012/722)

Tue 20 Nov, 2012

UCITS |

ESMA`s OPINION on Article 50(2)(a) of UCITS IV (2012/ 721)

Fri 23 Mar, 2012

UCITS |

ESMA`s Guidelines for competent authorities and UCITS management companies Guidelines on risk measurement and the calculation of global exposure for certain types of structured UCITS (ESMA/2012/197)

Thu 13 Oct, 2011

UCITS |

ESMA`s OPINION Practical arrangements for the late transposition of the UCITS IV Directive (ESMA/2011/342)

Thu 30 Jun, 2011

UCITS |

Deadline for implementation of UCITS IV by Member States

Mon 20 Dec, 2010

UCITS |

CESR Guidelines Selection and presentation of performance scenarios in the Key Investor Information document (KII) for structured UCITS (CESR/10-1318)

Mon 20 Dec, 2010

UCITS |

CESR Guidelines Transition from the Simplified Prospectus to the Key Investor Information document (CESR/10-1319)

Mon 20 Dec, 2010

UCITS |

CESR’s guide to clear language and layout for the Key Investor Information document (CESR/10-1320)

Mon 20 Dec, 2010

UCITS |

CESR’s template for the Key Investor Information document (CESR/10-1321)

Fri 30 Jul, 2010

UCITS |

Entry into force of Commission Directive 2010/44/EU of 1 July 2010 implementing UCITS IV as regards certain provisions concerning fund mergers, master-feeder structures and notification procedure (Structure Directive), amended by Corrigendum to Commission Directive 2010/42/EU of 1 July 2010 implementing UCITS IV as regards certain provisions concerning fund mergers, master-feeder structures and notification procedure

Fri 30 Jul, 2010

UCITS |

Entry into force of Commission Directive 2010/43/EU of 1 July 2010 implementing UCITS IV as regards organisational requirements, conflicts of interest, conduct of business, risk management and content of the agreement between a depositary and a management company (Organisation Directive)

Fri 30 Jul, 2010

UCITS |

Entry into force of Commission Regulation (EU) No 583/2010 of 1 July 2010 implementing UCITS IV as regards key investor information and conditions to be met when providing key investor information or the prospectus in a durable medium other than paper or by means of a website (KII Regulation)

Fri 30 Jul, 2010

UCITS |

Entry into force of Commission Regulation (EU) No 584/2010 of 1 July 2010 implementing Directive 2009/65/EC of the European Parliament and of the Council as regards the form and content of the standard notification letter and UCITS attestation, the use of electronic communication between competent authorities for the purpose of notification, and procedures for on-the-spot verifications and investigations and the exchange of information between competent authorities

Thu 01 Jul, 2010

UCITS |

CESR’s guidelines on the methodology for the calculation of the synthetic risk and reward indicator in the Key Investor Information Document (CESR/10-673)

Thu 01 Jul, 2010

UCITS |

CESR’s guidelines on the methodology for calculation of the ongoing charges figure in the Key Investor Information Document (CESR/10-674)

Wed 19 May, 2010

UCITS |

CESR’s Guidelines on a common definition of European money market funds (CESR/10-049)

Mon 07 Dec, 2009

UCITS |

Entry into force of UCITS IV (DIRECTIVE 2009/65/EC OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 13  July 2009 on the coordination of laws, regulations and administrative provisions relating to undertakings for collective investment in transferable securities (UCITS) (recast))

Fri 27 Feb, 2009

UCITS |

CESR Guidelines Risk management principles for UCITS (CESR/09-178)

Thu 02 Oct, 2008

UCITS |

CESR’s Guidelines concerning eligible assets for investment by UCITS (CESR/07-044b)

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