Fit for UCITS IV?

The upcoming renewal of the “Undertakings for Collective Investments in Transferable Securities” (UCITS IV) mainly focuses on new regulations in the internationalization of the investment fund industry. One important feature of UCITS IV is the “EU passport for management companies”. In the future it will permit e.g. Belgian capital investment companies to launch funds according to the Luxembourgish laws and still manage them in Belgium.

This will provide investment companies with the opportunity to gain additional market share in European business.

The revision of these laws could result in big changes for investment companies. SimCorp clients have to be prepared for some modifications as well. One of our strengths is to react quickly on process changes in the financial markets.

You can find an up to date summary in German about UCITS IV in the presentation of Mr. Immo Westphal (DWS, Frankfurt) held at the AMK, in Vienna, in March 2010 .

For more Details, please do not hesitate to contact us.