UCITS IV

The next wave of UCITS is upon us, UCITS IV outlines new enhancements to the current UCITS regime in the following areas -

   Simplification and improvement of the rules on notification for marketing in other Member States.
   Introducing formal procedures for fund mergers introducing the UCITS Master-feeder structure.
   Replacing the Simplified Prospectus with Key Investor Information.
   Introduction of the “full management company passport” (“MCP”).
     





The below documents outlines some of the key implications of these changes.