Home / Publications / CMS Guide to Passporting (UCITS)

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.

aeroplane wing in the clouds with sun in background
Guide
CMS Guide to Passporting (UCITS)
Download
PDF 3.8 MB

Authors

Portrait ofAidan Campbell
Aidan Campbell
Partner
Glasgow
Portrait ofKaragh Gilliatt
Karagh Gilliatt
Partner
Edinburgh
Portrait ofMartin Zuffer
Martin Zuffer
Partner
Vienna
Portrait ofGregor Famira
Gregor Famira
Partner
Vienna
Portrait ofJelena Nushol Fijačko
Jelena Nushol Fijačko
Partner
Zagreb
Portrait ofBenoît Vandervelde
Benoît Vandervelde
Partner
Brussels
Portrait ofAtanas Bangachev
Atanas Bangachev
Partner
Sofia
Portrait ofHelen Rodwell
Helen Rodwell
Managing Partner
Prague
Portrait ofJérôme Sutour
Jérôme Sutour
Partner
Paris
Portrait ofÁrpád Lantos
Árpád Lantos
Senior Consultant
Budapest
Portrait ofDaniel Voigt
Dr. Daniel Voigt, MBA
Partner
Frankfurt
Portrait ofBenjamin Bada
Benjamin Bada
Partner | Avocat à la Cour
Luxembourg
Portrait ofAurélien Hollard
Aurélien Hollard
Partner | Avocat à la Cour
Luxembourg
Portrait ofPaolo Bonolis
Paolo Bonolis
Partner
Rome
Portrait ofMaria Giovanna Pisani
Maria Giovanna Pisani
Counsel
Rome
Portrait ofReinout Slot
Reinout Slot
Partner
Amsterdam
Portrait ofClair Wermers
Clair Wermers
Partner
Amsterdam
Portrait ofJoão Caldeira
João Caldeira
Partner
Lisbon
Portrait ofTiago Valente de Oliveira
Tiago Valente de Oliveira
Partner
Lisbon
Portrait ofCristina Reichmann
Cristina Reichmann
Partner
Bucharest
Portrait ofMichał  Mężykowski
Michał Mężykowski
Partner
Warsaw
Portrait ofRafal Zwierz
Rafal Zwierz
Partner
Warsaw
Portrait ofPeter Šimo
Peter Šimo
Of Counsel
Bratislava
Portrait ofAndré E. Lebrecht
Dr André E. Lebrecht, LL.M.
Partner
Zurich
Portrait ofMaja Zgajnar
Maja Erker Žgajnar
Partner
Ljubljana
Portrait ofCarlos Peña
Carlos Peña
Partner
Madrid
Pavla Křečková
Michel Zacharz
Santiago García de Fuentes
Petra Čorba Stark
Show more Show less