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ARTICLE · 11 DECEMBER 2024

ESMA's Fund Naming Guidelines: Streamlined CBI Filing Process

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The European Securities and Markets Authority ("ESMA") published the official translations of its guidelines on funds' names using ESG or sustainability-related terms (the "Guidelines") in August 2024.

IrelandFinance and Banking
Tara Doyle
Tara Doyle
Dualta Counihan
Dualta Counihan
Shay Lydon
Shay Lydon
Philip Lovegrove
Philip Lovegrove
Liam Collins
Liam Collins
Michelle Ridge
Michelle Ridge
Barry O'Connor
Barry O'Connor
Donal O’Byrne
Donal O’Byrne
Catriona Cole
Catriona Cole
+4 more
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The European Securities and Markets Authority ("ESMA") published the official translations of its guidelines on funds' names using ESG or sustainability-related terms (the "Guidelines") in August 2024, confirming the application date of 21 November 2024 for new Irish undertakings for collective investment in transferable securities ("UCITS") and alternative investment funds ("AIFs") . The Guidelines specify the conditions that apply where certain terms are used in fund's names, as detailed in our briefing note.

Existing funds established prior to 21 November 2024 have until 21 May 2025 to make the necessary changes to comply with the Guidelines, which may involve:

  • a change to the name of the fund; or

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