6 Jan 2022ELTIFsUpdatesOn 25 November 2021, the European Commission published its proposal to amend the Regulation of European Long-Term Investment Funds (ELTIFs) as part of a new Capital Markets Union (CMU) legislative package.
Retail Investors
20 Dec 2021AIFsUpdatesThe IPEV Board has started the 2021 review process for the IPEV Valuation Guidelines.
Valuation
10 Nov 2021TrendsUpdatesPitchbook has published its European Venture Report for Q3 2021. as well as it European Private Equity Breakdown for Q3 2021. Get an outline of the highlights here.
8 Nov 2021TrendsUpdatesPitchbook has released its report on the Global M&A market in Q3 2021. In line with the VC and the PE market, the market for M&A has been recovering well from a slower year in 2020 and is seeing a lot of activity.
12 Oct 2021Financial RegulationUpdatesOn 21 July 2021, the European Commission presented a package of legislative proposals to strengthen the EU’s anti-money laundering and countering the financing of terrorism (AML/CFT) rules.
KYC / AML
8 Oct 2021Investors RegulationUpdatesThe EU Commission has published a proposal to amend the EU insurance directive (known as "Solvency II") so that insurance companies can scale up long-term investments.
Solvency II
8 Oct 2021AIFsUpdatesThe EU Commission has, as part of its strategy for retail investors, completed a consultation process that, among others, invited the industry to share its views on the existing professional investor categorization, including the introduction of a new category of professional investors, in MiFID II.
Marketing
8 Oct 2021Financial RegulationUpdatesThe EU Commission has amended the EU delegated regulation for the presentation and the content of the Key Information Document (KID) that sets out information on risks, rewards and costs to be given to retail investors (i.e. non-professional investors) in good time before they invest in alternative investment funds etc.
KID / PRIIPS