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CMS Guide to Passporting (UCITS)

Rules on Marketing Undertakings for Collective Investment in Transferable Securities in Europe

14 November 2019

The purpose of this guide is to provide a broad overview of the key elements of passporting regulations applicable to EEA UCITS Scheme in the countries covered in this guide. The guide makes no claims as to completeness and does not constitute legal advice.

Entities marketing a passported EEA UCITS Scheme may additionally need to comply with licence requirements in the relevant jurisdictions and these requirements are not covered in the guide. The information contained herein is no substitute for specific legal advice. If you have any queries regarding the issues raised or other legal topics, please get in touch with your usual contact or persons mentioned in this guide.

Download the guide below.

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CMS Guide to Passporting (UCITS)
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Autoren

Das Photo von Gregor Famira
Gregor Famira
Partner
Ljubljana
Maja-Zgajnar-CMS-AT
Maja Zgajnar
Partnerin
Ljubljana
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Aidan Campbell
Partner
Glasgow
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Karagh Gilliatt
Partnerin
Edinburgh
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Martin Zuffer
Partner
Wien
Das Photo von Jelena Nushol
Jelena Nushol
Partnerin
Zagreb
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Benoît Vandervelde
Partner
Brussels
Das Photo von Atanas Bangachev
Atanas Bangachev
Partner
Sofia
Helen Rodwell
Helen Rodwell
Managing Partner
Prague
Pavla Kreckova
Pavla Křečková
Partnerin
Prague
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Jérôme Sutour
Partner
Paris
Zacharz Michel
Michel Zacharz
Associate
Paris
Picture of Arpad Lantos
Árpád Lantos
Senior Consultant
Budapest
Daniel Voigt
Dr. Daniel Voigt, MBA
Partner
Frankfurt
Benjamin Bada
Benjamin Bada
Partner | Avocat à la Cour
Luxembourg
Aurélien Hollard
Aurélien Hollard
Partner | Avocat à la Cour
Luxembourg
Picture of Paolo Bonolis
Paolo Bonolis
Partner
Rome
Picture of Maria Giovanna Pisani
Maria Giovanna Pisani
Counsel
Rome
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Reinout Slot
Partner
Amsterdam
Picture of Clair Wermers
Clair Wermers
Counsel
Amsterdam
João Caldeira
João Caldeira
Partner
Lisbon
 Tiago Oliveira
Tiago Valente de Oliveira
Associate
Lisbon
Picture of Carlos Pena
Carlos Peña
Partner
Madrid
Santiago García de Fuentes
Picture of Cristina Reichmann
Cristina Reichmann
Partnerin
Bucharest
Michał Mężykowski
Michał Mężykowski
Partner
Warsaw
Rafal Zwierz
Rafal Zwierz
Partner
Warsaw
Petra Corba Stark
Petra Čorba Stark
Partnerin
Bratislava
Das Photo von Peter Simo
Peter Šimo
Managing Partner
Bratislava
Das Photo von Andre Lebrecht
Dr. André E. Lebrecht, LL.M.
Partner
Zürich
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