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.

Publication
CMS Guide to Passporting (UCITS)
Download
PDF 4 MB

Authors

Helen Rodwell
Helen Rodwell
Managing Partner
Prague
Pavla Kreckova
Pavla Křečková
Partner
Prague
Picture of Aidan Campbell
Aidan Campbell
Partner
Glasgow
Picture of Gilliatt Karagh
Karagh Gilliatt
Partner
Edinburgh
Picture of Martin Zuffer
Martin Zuffer
Partner
Vienna
Picture of Gregor Famira
Gregor Famira
Partner
Vienna
Picture of Jelena Nushol
Jelena Nushol
Partner
Zagreb
Picture of Benoît Vandervelde
Benoît Vandervelde
Associate Partner
Brussels
Picture of Atanas Bangachev
Atanas Bangachev
Partner
Sofia
Picture of Jérome Sutour
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
Picture of Reinout Slot
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
Partner
Bucharest
Michał Mężykowski
Michał Mężykowski
Partner
Warsaw
Rafal Zwierz
Rafal Zwierz
Partner
Warsaw
Petra Corba Stark
Petra Čorba Stark
Partner
Bratislava
Picture of Peter Simo
Peter Šimo
Managing Partner
Bratislava
Photo of Andre Lebrecht
Dr André E. Lebrecht, LL.M.
Partner
Zurich
Maja-Zgajnar-CMS-AT
Maja Zgajnar
Partner
Ljubljana
Show more Show less