UCITS III is the common name for the two directives that amend the original UCITS directive. It has increased the eligible instruments a UCITS may invest in and had a major impact on the distribution of funds within Europe.
FAQs
- When and how do I adapt my products to UCITS III?
- How can I comply with the new substance requirements for management companies?
- Will the transition to UCITS III jeopardize the tax treatment of my set-up?
Solution
PricewaterhouseCoopers has been working on UCITS III from the very first days of its existence: we have created an approach, which helps clients in making a sound diagnostic, taking the strategic decisions on how to go ahead, establishing the required steps and implementing the UCITS III transition.
Our practical approach allows to integrate all key features of UCITS III, not merely the strict regulatory or taxation aspects. Assisted by our network, we can devise global solutions, even for those issues arising from multi-fund platforms, located in different countries.
