ARTICLE · 22 MAY 1999

UCITS - Collective Investment Schemes

Government of Gibraltar

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FINANCIAL SERVICES ORDINANCE

Gibraltar has in place a financial Services Ordinance (FSO) for the control of investment business and other financial services. The FSO provides a basic statutory framework for the regulation of all types of collective investments, including those known in a European context as Undertakings for Collective Investment in Transferable Securities (UCITS).

The Gibraltar regulations are recognised as being in full compliance with the requirement of the EU directive on UCITS, 85/611/EC.

UCITS

In general, the term collective investment refers to an investment company, unit trust (a trust in which the investing public are the beneficiaries), mutual fund or other entity that may operate in either an open-ended or closed manner.

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