Home > Market Insights > Moving from UCITS III to UCITS IV
Market Insights
Overview
Global Market Information
Feature Articles
360 magazine
Trends in Fund Distribution
Liability benchmarking for pension plans
Quick poll results: A wake-up call for Canada’s pension system
UCITS IV: Which business model for tomorrow?
Moving from UCITS III to UCITS IV
Perspectives
Demystifying Securities Lending
Practical Guide to Outsourcing Partnerships
Global Fund Distribution Survey
Pooled Fund Survey
Distribution Support Survey
RBC Dexia Special Reports
Investment Counsellor Services Resources
Learning Exchange
Moving from UCITS III to UCITS IV

The funds landscape is changing, with UCITS IV set to be introduced in 2011. The launch will introduce new regulations designed to strengthen the existing UCITS brand and ease the path for cross-border fund mergers and distribution.

In this special guide we highlight the proposed changes set to be introduced, including:

  • New rules surrounding fund mergers
  • Clarification on the Management Company Passport
  • New freedom to use Master/Feeder funds within pooling techniques
  • Revised rules on regulator to regulator cooperation
  • The new UCITS IV Key Investor Information requirements
As you build your business and the investment industry prepares to embrace the next generation of funds our guide can help you gain detailed insights of major changes that will pave the way for UCITS IV.

Learn more about the evolution of the UCITS Market.

With commentary on key issues surrounding UCITS IV and comparison with many aspects of our UCITS III guide is designed to help you understand and prepare for the next wave of funds industry change.

For additional information:
UCITS IV: Which business model for tomorrow?

Contact us | Privacy | Terms of use | Security | Site map
Copyright © 2010 RBC Dexia Investor Services. All rights reserved