News

How has the role of the transfer agent changed in the past few years?

Markets in turmoil and investor information

Performance fees in UCITS – The Final Report and Guidelines published by ESMA

In this period of lockdown, it is important to keep your business up and running.

As the COVID-19 pandemic evolves, our priorities at EFA are the health of our employees, clients and partners, and sustaining high-quality services for our clients and their investors.

On 9 March 2020, the CSSF updated its FAQ concerning UCITS to provide greater clarity to investors concerning compensation, fees and expenses in order to allow comparison across UCITS and facilitate investment choice.

The Luxembourg government released on 20 February 2020 a draft law amending the Luxembourg law on FATCA and on CRS.

Domestic roots, Alternative expertise, Strategic step and Sustainable Component.

UCITS managers, you have one month to fill the CSSF questionnaire.

Get used to seeing EFA where you didn't expect it.

We plant 6000 trees in the Rainforest with OneTreePlanted.

As part of supporting its clients’ funds distribution, EFA will introduce the new version of the European MiFID template (EMT version 3) in Q1 2020.  

While monitoring the upcoming regulations, EFA has not waited on taxonomy to act on ESG. For years, not only it takes measures to reduce its impact on environment but also to ensure a high level of ethics and human rights. The result is yet another ECOVADIS Gold Award but mostly the insurance for EFA clients that their funds stay green along the value chain.

A decade after the financial crisis of 2008-09, the fund industry, along with the rest of the financial services sector, is adapting to the new regulatory landscape that has evolved in response to the lessons learnt from the turbulence that rocked countries and economies around the world a decade ago.

ESMA (European Securities and Markets Authority) published their Guidelines on liquidity stress testing in UCITS and AIFs.