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News & Blog

ESMA review letter to the EU Commission on AIFMD

On August 18th, the European Securities and Markets Authority (ESMA) published a letter that was sent to the European Commission (EC) on recommendations to incorporate in the Alternative Investment Fund Managers Directive (AIFMD).

The ESMA and EU national competent authorities have identified areas of improvement to AIFMD. The review provides the base for their recommendations to be enacted.

The key changes proposed by ESMA in the letter include:

  • harmonisation of the AIFMD and the Undertaking Collective Investments in Transferable Securities (UCITS) regimes (The key difference e.g. diverging requirements for risk management reporting should be addressed.)
  • clarification of permissible business activities, legal uncertainties and consistency in UCITS Directive, AIFMD & MiFID, e.g. whether real estate qualify as financial instrument.
  • clarification of several definitions, e.g. professional investor, semi-professional investor, alternative investment fund (AIF), reverse solicitation, significant influence.
  • increase of digitalised communication.
  • provision of additional Liquidity Management Tools (LMTs).
  • extension of AIFMD supervision to sub-threshold Alternative Investment Fund Managers (AIFMs)

The key changes proposed by ESMA related to regulatory reporting are:

  • amendment of leverage calculation methodologies
  • requirement of Legal Entity Identity (LEI, ISO 17442) for all AIFMs and their AIFs to cross-analyse data between several reporting regimes (EMIR, SFTR, MiFIR)
  • completeness of assets and liabilities (holdings)
  • removal of duplicative information and request data in their operational data structure
  • incorporation of various metrics regarding environmental, social and governmental (ESG) aspects into mandatory reporting

As a SaaS provider for the AIFMD Annex IV reporting, we welcome the recommendations. Our team is ready to incorporate all changes regarding regulatory reporting right from the start.

PhD Christian Engel,

Business Consultant

The full length of the letter is available here – https://www.esma.europa.eu/press-news/esma-news/esma-recommends-priority-topics-in-aifmd-review

Mehr Nachrichten…

7 Oktober 2020

EMT – from version 1.0 to 3.0. Get ready with us!

As per the latest MIFiD II guidelines, the European MIFiD Template (EMT) version 3.0 was launched to be produced by manufacturers from December 10, 2019. FinDatEx has provided a period of one year for asset managers to transition from the old EMT to the new version. This means that, by 10th December 2020, we should be able to produce EMT version 3.0.

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23 September 2020

Amended PRIIPs RTS draft: What’s next?

On 21 July, 2020, the European Supervisory Authorities (ESAs) informed the European Commission of the outcome of their review on the Key Information Document (KID) for packaged retail and insurance-based investment products (PRIIPs). The review of the PRIIPs Delegated Regulation pointed out the main issues that had been identified following the October 2019 Consultation Paper, in particular regarding information on risk and performance measures and transaction costs.

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11 September 2020

acarda zur SFDR-Regulierung (EU) 2019/2088

Die Umsetzung der EU-Regulierung zur Ausweisung einheitlicher Nachhaltigkeitskennzahlen
von Finanzanlagen schreitet mit schnellen Schritten voran.

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7 Oktober 2020

EMT – from version 1.0 to 3.0. Get ready with us!

As per the latest MIFiD II guidelines, the European MIFiD Template (EMT) version 3.0 was launched to be produced by manufacturers from December 10, 2019. FinDatEx has provided a period of one year for asset managers to transition from the old EMT to the new version. This means that, by 10th December 2020, we should be able to produce EMT version 3.0.

Mehr
23 September 2020

Amended PRIIPs RTS draft: What’s next?

On 21 July, 2020, the European Supervisory Authorities (ESAs) informed the European Commission of the outcome of their review on the Key Information Document (KID) for packaged retail and insurance-based investment products (PRIIPs). The review of the PRIIPs Delegated Regulation pointed out the main issues that had been identified following the October 2019 Consultation Paper, in particular regarding information on risk and performance measures and transaction costs.

Mehr
11 September 2020

acarda zur SFDR-Regulierung (EU) 2019/2088

Die Umsetzung der EU-Regulierung zur Ausweisung einheitlicher Nachhaltigkeitskennzahlen
von Finanzanlagen schreitet mit schnellen Schritten voran.

Mehr
11 September 2020

ESMA review letter to the EU Commission on AIFMD

On August 18th, the European Securities and Markets Authority (ESMA) published a letter that was sent to the European Commission (EC) on recommendations to incorporate in the Alternative Investment Fund Managers Directive (AIFMD).
The ESMA and EU national competent authorities have identified areas of improvement to AIFMD. The review provides the base for their recommendations to be enacted.

Mehr
8 September 2020

RegTech-Marktführer acarda wird Teil der LPA-Gruppe

Das RegTech-Unternehmen acarda, Spezialist für integrierte regulatorische Datenmanagement- und Reporting-Lösungen, ist neues Mitglied der LPA-Gruppe.   

Die Compliance Plattform arep steht hiermit weltweit allen LPA Kunden für die effiziente Abdeckung der regulatorischen Anforderung zur Verfügung.

Fokus ist, die Bereitstellung von transparenten SaaS Lösung und Services für Asset Manager, Depotbanken und Serviceprovider in Europa und Asien. Hierbei unterstützt ein Team von über 400 Mitarbeitern.

Mehr

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