153 results found

Although the New Rules are less onerous than the Original Proposals, they will still have a significant impact on the private funds industry, not only for registered investment advisers...

In our recent alert Loan Origination Under AIFMD2: A Guide, on loan origination under the revised Alternative Investment Fund Managers Directive (AIFMD2), we noted that the European Securities and Markets Authority (ESMA)...

The Government has laid before Parliament the final regulations concerning the funding and investment strategy requirements to be introduced by the Pension Schemes Act 2021.

"Without the frequent trading and regular price discovery present in more liquid public markets, firms must estimate private asset values using judgement-based approaches to meet applicable accounting standards.

It has been a long time coming, but on 28 November 2023 the FCA finally published its policy statement setting out its rules for the new Sustainability Disclosure Requirements (SDR) regime...

After two years of disruption caused by Covid, 2022 arrived with a new set of challenges for the global financial markets, impacting activity in the fund finance space.

Welcome to the Corporate Briefing, where we review the latest developments in UK corporate law that you need to know about.

In this chapter, we will discuss what constitutes "umbrella facilities" (including how they compare and contrast with more standard fund finance facilities)...

The replacement of the EU devised Packaged Retail Insurance Based Investment Products (PRIIPs) and equivalent UCITS disclosure regimes under the new Consumer Composite Investments regime...

Carey Olsen have contributed to the Global Legal Insights – Fund Finance guide by authoring a chapter on assessing lender risk in fund finance markets.

Following our recent client updates1, the FCA issued their Policy Statement PS24/07 on Implementing the Overseas Funds Regime ("OFR") on 17 July 2024. While the FCA have yet to publish the "OFR how-to guide"...