CMS Guide to Passporting (UCITS)

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

Feb 2018

The UCITS Directive was established to harmonise retail collective investment schemes in the EU through the introduction of a common investment vehicle known as a “UCITS”. One of the key benefits of the UCITS Directive is that UCITS can be established and regulated in one EU member state and offered in others without the need for further authorisation by virtue of passporting rights under the UCITS Directive.

The purpose of this guide is to assist UCITS managers to understand the process and regulatory costs involved in exercising such passporting rights throughout Europe.

Please download the guide below.

Publication
CMS Guide to Passporting (UCITS) 2018
Download
PDF 7.1 MB

Authors

Picture of Benoît Vandervelde
Benoît Vandervelde
Counsel
Brussels
Picture of Aidan Campbell
Aidan Campbell
Partner
Glasgow
Picture of Gilliatt Karagh
Karagh Gilliatt
Partner
Edinburgh
Picture of Jérome Sutour
Jérôme Sutour
Partner
Paris
Picture of Reinout Slot
Reinout Slot
Partner
Amsterdam
Picture of Clair Wermers
Clair Wermers
Advocaat
Amsterdam
Picture of Paolo Bonolis
Paolo Bonolis
Partner
Rome
Picture of Maria Giovanna Pisani
Maria Giovanna Pisani
Counsel
Rome
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