FORWARD FEATURES CALENDAR

Legal & Regulation

Kavitha Ramachandran, Maitland Group

Extending AIFM license to PE and real estate funds

Last May, MS Management Services SA, a Luxembourg-based subsidiary of the Maitland group, received authorisation from the CSSF to act as a third-party AIFM to alternative investment funds. At the same time, it established its own umbrella fund platform, MS SICAV SIF, to support managers wishing to fast track the

Dan Connell, ConceptOne

ESMA needs to clarify specific Annex IV issues

Ask any AIFM what the key regulatory challenge is under AIFMD and the response is unanimous: Annex IV reporting.  The first deadline, 31 January 2015, has passed. But there are still many points to clarify on a substantial transparency report; one that any manager, EU or non-EU, must file regardless

Guernsey flag

Managers continue to use Guernsey’s AIFMD private placement regime

As at 31 January 2015, 46 Guernsey Alternative Investment Fund Managers (AIFMs) have used the isand’s National Private Placement (NPP) regime to market Alternative Investment Funds (AIFs) into Europe. The figures, which solely reflect marketing into Europe by Guernsey AIFMs and do not include European Economic Area (EEA) AIFMs, reveal

Welcome mat

AllianzGI welcomes Withholding Tax exemption

Allianz Global Investors has welcomed the UK Government’s commitment, delivered as part of the Chancellor’s Autumn Statement, that it will introduce a new Withholding Tax exemption for private placements.   AllianzGI is aiming to invest upwards of GBP3 billion in UK infrastructure over the next three to five years.  

Tax

Alter Domus adopts Thomson Reuters FATCA solution

Alter Domus, a provider of fund administration and fund services, has adopted Thomson Reuters FATCA solution across its services platform to improve client identification and on-boarding. The Foreign Account Tax Compliance Act (FATCA), which came into effect on 1 July 2014, is intended to reduce the levels of tax avoidance

All companies in La Française Group are now authorised AIFMs

La Française Group has obtained AIFM approval for all its management companies. By capitalising on its experience in the registration of UCITS funds internationally and now its AIFM status, the La Française Group is able to extend its services across Europe.   The following Group management companies have obtained AIFM approval:

Survey

Full compliance still some way off as AIFMD deadline arrives, says BNY Mellon

There is a compliance shortfall among alternative investment funds (AIFs) on the eve of the deadline for Alternative Investment Fund Managers Directive (AIFMD) authorisation, according to research by BNY Mellon. While 82 per cent of managers canvassed confirmed the required AIFM structure has been established to meet tomorrow’s July 22

Interactive Data launches solution to address AIFMD requirements

Interactive Data, a provider of independent evaluated pricing and reference data services, has introduced a solution to help financial institutions address the Alternative Investment Fund Managers Directive (AIFMD). The solution can help alternative investment fund managers and their service providers successfully manage the transition to AIFMD and maintain ongoing compliance

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12 November, 2026 – 5:00 pm

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