Home Knowledge Asset Management & Investment Funds Update – September 2024

Asset Management & Investment Funds Update - September 2024

Welcome to the September 2024 edition of our Asset Management & Investment Funds Update.

In this month’s edition we look at:

Dates & Deadlines: Q3/4 2024

  • Stay ahead of upcoming deadlines and key dates with our legal & regulatory tracker.

Effective dates for Guidelines on funds’ names using ESG and sustainability related terms confirmed

  • ESMA Guidelines to apply from 21 November 2024 for new funds and to apply from 21 May 2025 for existing funds.

Central Bank of Ireland Passporting Notification procedural change

  • Central Bank to move passporting notifications from email to CBI Portal from 11 September 2024.

European Commission provides further clarifications on EU corporate sustainability reporting rules

  • Latest Commission FAQs published on CSRD reporting, UCITS and AIFs exemptions and taxonomy regulation disclosures.

An approach to macroprudential policy for investment funds

  • A look at the Central Bank’s feedback statement on macroprudential policy for investment funds.

ESMA public hearing: shortening the settlement cycle to T+1

  • Panels presented on the advantages and disadvantages of T+1 for EU markets and a potential roadmap to T+1 in the EU.

DORA dry-run exercise: updated FAQ

  • Further FAQs on DORA published by ESAs on the definition of ICT services and ICT service providers.

Click the image below to download our full update.