3 Watch Modules

Fund Distribution Watch

Fund Distribution Watch

If you manage cross-border UCITS or AIFs, the Fund Distribution Watch module will help you comply with regulations in the jurisdiction of your choice, to register your fund for marketing/distribution in a target country, and to maintain your registration.

Using the Fund Distribution Watch module, you can answer questions like:

  • How much is the up-front fee at the Danish FSA to register as UCITS?
  • How do I write a notification letter to distribute a UCITS in Bulgaria?
  • What are the reporting requirements for a Swedish registered AIFM marketing AIFs in Sweden?
  • What are the prospectus requirements for an EU AIFM that want to sell its AIF to retail investors in Germany?

As a subscriber to the Fund Distribution Watch module, you will also receive our bimonthly Fund Distribution Watch report. It recaps all key fund distribution-related topics and covers 30 countries to get you ready for upcoming challenges.

Fund Distribution Watch

Regulatory Watch

>Regulatory Watch

The Regulatory Watch module monitors legislative developments as they emerge across the EU, in national jurisdictions, and supranational bodies.

This tool provides you with links to core texts, from consultation papers and technical standards, to executive summaries of key issues, rated for impact across industry sectors.

You can discuss regulatory developments with our staff in the jurisdictions of your choice, on a regular basis.

Regulatory Watch

Tax Watch

Tax Watch

The Tax Watch module keeps you informed with the latest developments in the tax sector.

It helps the fund industry prepare for new requirements or consider alternative investment policies to meet investors' demands.

It covers four static sections:

  • EU developments - current discussions at EU level, such as BEPS or VAT.
  • Tax reporting - local tax reporting requirements for foreign funds distributed on a cross-border basis.
  • Investment portfolio - overview of the standard withholding and capital gains tax rates applicable on portfolio investment in the major investment countries.
  • Investor taxation - overview of how investors are taxed in their home country on distributions and gains on their investments.
Tax Watch