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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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Authors

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