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New guide to UCITS IV for management companies


18 February 2011 Luxembourg
Reporter: Ben Wilkie

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Image: Shutterstock
Asset servicing provider CACEIS has produced a new guide to UCITS IV for fund managers.

The publication, “Making the most of UCITS IV – A flexible approach by Management Company profile”, sets out the business development and restructuring opportunities for management companies under the forthcoming UCITS IV regime as of 1 July 2011.


The guide separates management companies according to their profile, from new UCITS market entrants to experienced promoters. For each profile, the company's experts analyse possible strategies for the management company relating to opportunities created under UCITS IV, establishing solutions to reach business objectives. The guide also examines issues such as cross-border distribution, and restructuring of the organisational set-up and products.

With long-held experience in the fund centres of Europe and more recently in Asia, CACEIS has developed a particular expertise in UCITS funds and cross-border distribution, assisting fund promoters via a broad range of fund distribution support services.

The “Making the most of UCITS IV – A flexible approach by Management Company profile” guide is available on www.caceis.com.
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