FundGlobam Monthly Market Monitoring August 2022 edition reported 58 relevant events out of a 935 events collected.
Europe’s contribution is the most important share with a total of 62.25% collected events; 19.46% from Asia-Pacific, 7.38% from Middle East Africa and 10.91% from America.
Regulatory aspects have been highlighted principally in France, Germany, Israel, Luxembourg, Norway as well as a certain number of regulatory changes.
Statistics data have been mainly published in Brazil, EFAMA, France, Germany.
Some news to be highlighted (in alphabetical order):
- ESMA: Questions and answers (Q&A) on the PRIIPs Key Information Document (KID)
- ESMA: Q&A on the SFDR Delegated Regulation
- ESMA: ESMA consults on rules for passporting for investment firms
- ESMA: Consultation paper on Guidelines on funds’ names using ESG or sustainability-related terms
- France: AMF modifies its policy to facilitate the implementation by asset management companies of the Delegated Regulation of the SFDR
- France: The AMF is supplementing its policy on liquidity management tools
- France: New PRIIPs FAQs
- Isle of Man: Do you own UK property through a non-UK company or Isle of Man legal structure?
- Israel: Regulations for the Supervision of Financial Services (Regulated Financial Services) (Exemption from Licensing Obligation)
- Luxembourg: Communication to the investment fund industry on SFDR RTS confirmation letter –Update
- Luxembourg: Communication from the Commission Temporary Crisis Framework for State Aid measures to support the economy following the aggression against Ukraine by Russia
- Luxembourg: Sub-Fund Specific Guidance for filling out the sub-fund specific variable items of the Standardized Model Prospectus for UCITS
- Luxembourg: Communication on the launch of a Standardized Model Prospectus –a new proposal to support the examination of the prospectus in attachment of an application for approval of a new UCITS
- Luxembourg: MiFID rules related to sustainability: application of the requirements relating to product governance
- Sweden: Updated questions and answers on PRIIP rules
- Norway: PRIIPs and key information on mutual funds
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The 2022 edition of FundGlobam Monthly Market Monitoring is reaching a scope of 80+ markets covered:
Asia Pacific (APAC):
Australia, China ROC, Hong Kong, Indonesia, Japan, Macau, Malaysia, New Zealand, Philippines, Singapore, South Korea, Thailand and Taiwan
European Union (EU):
Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, the European Securities and Market Authority (ESMA), the European Banking Authority (EBA), the European Insurance and Occupational Pensions Authority (EIOPA), and the European Fund and Asset Management Association (EFAMA).
European Economic Area (EEA):
Iceland, Liechtenstein and Norway
Other Europe:
Andorra, Guernsey, Isle of Man, Jersey, Monaco, San Marino, Switzerland and the UK (engaged into Brexit)
North America (NAM):
Canada Ontario and Quebec, the USA
Latin America (LAM):
Argentina, Bahamas, Bermuda, Brazil, British Virgin Islands, Cayman Islands, Chile, Colombia, Mexico, Panama, Peru and Uruguay
Middle East-Africa (MEA):
Bahrain, Dubai, Israel, Kuwait, Mauritius, Oman, Qatar, Saudi Arabia, South Africa and United Arab Emirates