PwC Ireland Industries: Asset Management: Publications

FATCA proposed regulations released

Keeping you informed: Asset management and solvency II

Right place right time: Ireland - the domicile of choice for regulated funds

Keeping you informed: Asset management and solvency II	February 2012
Finger on the pulse 2012: The changing landscape of the alternative asset management industry (Presentation slides)	February 2012
Right place right time: Ireland - the domicile of choice for regulated funds	January 2012
Mind the GAAP - Accounting update (Presentation slides)	January 2012
European fund tax reporting roadshow: November 2011 (Presentation slides)	November 2011
FATCA Update: IRS Notice 2011 - 53 Notice 2011-53 - FATCA implementation timeline	July 2011
Regulatory times: PwC Ireland asset management regulatory news Our quarterly newsletter reviews both local and global regulatory developments impacting the Irish funds industry. We update you on the consultation period for Alternative Investment Fund Managers Directive (AIFM) level II measures, UCITS V, finalised KIID guidance, proposed UCITS III restrictions, competition for UCITS from Asia Region Funds Passport, the impact of Dodd Frank on non US fund managers and proposed new directives on short selling and OTC derivatives.	July 2011
Ireland as an onshore investment platform	June 2011
Keeping you informed: UCITS distribution trends	June 2011
Imagine what we can achieve together	June 2011
Germany and Ireland Double Tax Treaty: Asset management perspective	May 2011
Keeping you up to date: The Irish Qualifying Investor Fund (QIF)	February 2011
Islamic finance tax alert Irish Revenue issue guidance notes on the tax treatment of Islamic financial transactions.	November 2010
Audit committees: Introducing new regulations	October 2010
Asset Management practice point of view (fund administrator’s business model)	October 2010
Asset Management practice point of view (AIFMD)	October 2010
Moving funds onshore - Ireland’s response	September 2010
Fund domicile comparison matrix	August 2010
Non-resident declaration – New “equivalent measures” The Finance Act 2010 contained provisions allowing investment funds that are marketed outside Ireland to obtain approval from the Irish Revenue Commissioners permitting non-resident investors to make investments in the fund and receive payments from the fund with no deduction of Irish tax, without the need to make the declaration of non-Irish tax residence. Approval is granted to funds that have appropriate equivalent measures in place to ensure that investors are non-Irish resident. These new “equivalent measures” have just been published by the Irish Revenue Commissioners.	August 2010
Review of the global distribution of Irish UCITS funds & more….	March 2010
Common contractual fund	March 2010
Ireland’s new Finance Bill enhances its attractiveness for Islamic funds	February 2010
Tax bulletin: Norway refund WHT to UCITS – Latest developments	January 2010
Socially responsible investment: Lets think long term	November 2009
Review of the global distribution of Irish UCITS funds	October 2009
Asset management: Our capabilities	September 2009
Doing business and investing in Ireland Ireland is one of the most favoured locations for investment in Europe, with over 1,000 companies from all over the world having chosen Ireland as their base to do business. However, despite the recent economic downturn, Ireland is still an attractive place to do business. This publication was produced in Ireland by a team of PricewaterhouseCoopers’ inward investment specialists. It draws on their extensive knowledge and experience of the critical issues faced by first time investors in Ireland including, laws, taxes, regulations and the business environment.	July 2009
Ireland the one stop shop for investment funds	June 2009
Hedge funds to reconsider administrators for valuations and risk analytics	February 2008
Guide to UCITS funds	May 2008

Article
The steps needed to capitalise on AIFMD for Ireland by Dervla McCormack. (This article was first published in Finance Dublin, May 2011)	May 2011
So vereign Sukuk: A way to revive the Celtic tiger? by Ken Owens and Yvonne Thompson. (This article was first published in Accountancy Ireland, April 2011)	April 2011
Interview: The persuader with Marie O’Connor FCCA. (First published in ACCA Magazine, March 2011)	March 2011
Global regulatory trends in the hedge fund industry raise barriers to entry with Mike Greenstein and Olwyn Alexander. (First published in Finance Dublin, February 2011)	February 2011

FATCA proposed regulations released The long-awaited FATCA proposed regulations were released on Wednesday, 8 February 2012.	February 2012
Asset management insights	Ongoing
PwC news update: Australian Investment Manager Regime ("IMR") announced	January 2012
PwC news update: Regulations on Italian tax reporting	December 2011
Illustrative IFRS financial statements 2011: Investment funds Our new illustrative financial statements for investment funds are based on the requirements of International Financial Reporting Standards and interpretations applicable for financial years beginning on 1 January 2011.	November 2011
Securing the talent to succeed: Making the most of international mobility in financial services Nearly 90% of financial services CEOs are looking to significantly expand their operations in faster growing emerging markets over the next 12 months. Yet, with qualified people already in short supply, CEOs from banking, insurance and asset management see shortages of key skills as their number one barrier to growth.	November 2011
A closer look: The Dodd-Frank Wall Street Reform and Consumer Protection Act	July 2011
Infrastructure: From cost to benefit hedge funds 2.0 Hedge fund investors, legislators and regulators are seeking improved governance, controls and transparency. Strong infrastructure is critical. This paper outlines why stronger hedge fund sector infrastructure is essential, and discusses what this involves and the benefits it will bring.	June 2011
Being distinctive: Exchange Traded Funds (ETFs) This brochure provides an introduction to the world of Exchange Traded Funds (ETFs). Our Europe, Middle East and Africa (EMEA) ETF practice, led by Andrew O’Callaghan, is the leading provider of audit, tax and advisory services to the ETF industry in the region. We have prepared this document to support the ongoing education of the market in relation to this very important segment of the asset management industry.	June 2011
Seeing the bigger picture: Fund Domicile Matrix	April 2011
Si milarities & differences: A comparison of US GAAP and IFRS for investment companies	February 2011
14th Annual Global CEO Survey: Industry summaries site	February 2011
Emerging trends in real estate® Europe 2011 Working with the Urban Land Institute (ULI), this report, now in its eighth year, looks at the outlook for European real estate investment and development trends, real estate finance and capital markets, property sectors, metropolitan areas, and other real estate issues. The report the views of more than 600 senior industry influencers—investors, developers, property companies, lenders, brokers, and consultants.	January 2011
Changes to the taxation of investment funds in Austria	January 2011
AIFMD: Impact on service providers	January 2011
AIFMD news: Taking stock	November 2010
From black box to open book: Hedge fund trust and transparency	November 2010
UCITS IV: Cross-border notification of UCITS	November 2010
UCITS IV: How to merge UCITS?	November 2010
UCITS IV: What are the implications of the UCITS management company passport?	November 2010
UCITS IV: How to adopt master-feeder structures?	November 2010
UCITS IV: Key investor information document - KIID	November 2010
Being distinctive: Exchange Traded Funds (ETFs)	November 2010
PwC update: Financial institutions can claim EU refunds of WHT on dividends & interest	November 2010
Global IRW newsbriefs The new IRS guidance on FATCA: What multinational corporations need to know. This Newsbrief provides a summary of the key points contained in Notice 2010-60, issued on 27 August 2010 by the Internal Revenue Service. The Notice provides initial insights into how some aspects of the Foreign Account Tax Compliance provisions will be implemented. The Notice specifically requests comments on a number of other areas, with comments due in writing by 1 November 2010.	September 2010
European tax reporting for investment funds	August 2010
UCITS IV: Time for change: The asset management industry’s views on the key information document	June 2010
A second wind: The regulation, taxation and distribution of hedge funds around the globe	June 2010
AIFMD news: Drawing the battle lines	June 2010
Open to comparison: Islamic Finance and IFRS	June 2010
A practical guide to IFRS 7	April 2010
AIFMD news: Time for a second reading?	March 2010
Future Newcits regulation? Our view, informed by conversations with regulators	March 2010
AIFMD news: A directive in flux – the confusion persists	January 2010
What are the implications of the UCITS management company passport?	November 2009
How to merge UCITS?	November 2009
Cross-border notification of UCITS	November 2009
Integrated solution for cross-border promoters of UCITS	November 2009
The draft AIFM directive: This autumn will determine its fate and its shape	September 2009
How will the proposed EC directive on Alternative Investment Fund Managers (AIFM) impact hedge funds?	July 2009
The proposed EU directive on Alternative Investment Fund Managers (AIFM): Third countryimpact	July 2009
The proposed EU Directive on Alternative Investment Fund Managers (AIFM): Process outline	July 2009
The day after tomorrow: Continuing the PricewaterhouseCoopers perspective series on the global financial crisis	July 2009
Tax Bulletin: US Foreign Bank and Financial Account (FBAR) Rules and the potential impact for non-US investment fund	July 2009
Changing rules: The regulation, taxation and distribution of hedge funds around the globe	June 2009
The Aberdeen case: the European Court delivers its final judgement	June 2009
Shariah-compliant funds: A whole new world of investment*	June 2009
A practical guide to IFRS 8 for investment funds	June 2009
Asset management news	June 2009
PwC foreign fund management companies in China 2009	May 2009
The Sukuk, a cataylst for the growth of Islamic Finance	March 2009
Recent developments in securities lending: Are funds’ lending programs at risk?*	February 2009
The day after tomorrow: A PwC perspective on the global financial crisis	February 2009
Islamic/Shariah fund administration gap assessment	November 2008
Growing pains: Managing Islamic banking risks	February 2009
Seeking differentiation at a time of change*: Global private equity report 2008	October 2008
Operational risk: An alternative challenge*	September 2008
Transparency versus returns: The institutional investor view of alternative assets*	March 2008
Rain or shine?*	November 2007
A comparison of IFRS and US GAAP for investment funds	June 2007
Fair value measurements: Make your views count	April 2007
FIN 48	February 2007
Investment management perspectives	October 2006

AIFMD news: ESMA publishes final advice	December 2011
UCITS IV news: Issue 19	December 2011
Regulatory times	November 2011
Asset management news: Supporting the creation of value	June 2011
UCITS IV news: Issue 18	May 2011
AIFMD news: The lull before the storm	March 2011
Asset management news: Strategies for a new growth cycle	March 2011
Regulatory times: PwC Ireland asset management regulatory news It is the second edition of our quarterly PwC newsletter. It covers both local and international regulatory topics affecting the Irish funds industry.	Februry 2011
Regulatory times: PwC Ireland asset management regulatory news	November 2010
Asset management news: Manage the transition to tomorrow’s world	November 2010
Asset management news: Insights & views from PricewaterhouseCoopers’ global asset management practice	June 2010
Asset management news	March 2010
UCITS IV news: A Pan-European newsletter	December 2009
Asset management news
Rain or shine?

Asset Management Publications