Turn UCITS IV into opportunities

Get your KII right

The Key Investor Information (KII) requirement came into force for new UCITS funds on July 1, 2011 and must be used for existing UCITS funds from July 1, 2012. It creates significant challenges for fund promoters who must prepare, distribute, update and maintain KII. In a competitive market environment, a well-produced KII can also help to attract investors. For more information on our comprehensive KII service, see our factsheet.

Related articles:

• KII countdown: the global dimension, June 2012
• A winning edge with KII, November 2011
• KII pressure start to show, September 2011
• Unlocking KII, June 2011

UCITS IV opportunities

The Management Company (ManCo) passport gives greater flexibility in where fund promoters manage, administer and market their corporate or contractual funds. Master-Feeder structures could also help a range of investment managers widen and improve cross-border distribution.
See our brochure to explore opportunities offered by UCITS IV (EN FR GE SP IT).

UCITS IV implementation in leading markets

The deadline for European Union Member States to implement UCITS IV was July 1, 2011. But some have yet to pass the directive into their national laws. Stay informed by monitoring the latest update.