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ARTICLE · 14 MARCH 2025

Investment Management Update - March 2025

Macfarlanes LLP
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This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector.

United KingdomFinance and Banking
Lora Froud
Lora Froud
Alexandra Green
Alexandra Green
Michael Sholem
Michael Sholem
Rachel Serene
Rachel Serene

Welcome to the latest edition of our investment management update.

This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector.

UK

  • On 28 February 2025, the FCA has issued a handbook notice, which includes amendments to the ESG Sourcebook. These are mostly corrections and clarificatory amendments but do include some more substantive changes, such as allowing 16 months to prepare a product level sustainability report from the first use of a label under Sustainability Disclosure Requirements (rather than 12 months, as was originally the case).

Handbook Notice No 127 | FCA

  • On 27 February 2025, the FCA released its latest Regulation Round-up, which publicised regulatory updates including the launch of a new companion tool to the Financial Services Register changes to the Consumer Duty Board Champion requirements. The new companion tool is designed for consumers searching the

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