Markets Update - Issue 6, 2023 Welcome to the sixth issue of the Markets Update for 2023, where we provide...
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Insights
Latest news and insights from Fund XP
CBIE: Issue 7 2023
Markets Update - Issue 7, 2023 Welcome to the latest edition of the Markets Update from the Central Bank of...
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CBIE: Issue 8 2023
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CBIE: Issue 9 2023
Market Update - Issue 9, 2023 Welcome to the latest edition of the Market Update from the Central Bank of...
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CBIE: Issue 10 2023
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CBIE: Issue 1 2024
Markets Update - Issue 1, 2024 Welcome to the first issue of the Markets Update for 2024, brought to you...
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CBIE: Issue 2 2024
Market Update - Issue 2, 2024 Welcome to the second issue of the Market Update for 2024, where we provide...
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CBIE: Issue 11 2024
Market Update - Issue 11, 2024 Welcome to the latest edition of the Market Update from the Central Bank of...
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CBIE: Issue 12 2024
Market Update - Issue 12, 2024 Welcome to the latest edition of the Market Update from the Central Bank of...
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CBIE: Issue 13 2024
Market Update - Issue 13, 2024 Welcome to the latest edition of the Market Update from the Central Bank of...
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CSSF: Confirmation letter for the purpose of CSSF visa stamping of UCITS prospectus updated in relation to the pre-contractual disclosure requirements specified in the Commission Delegated Regulation 2022/1288 of 6 April 2022 supplementing Regulation (EU) 2019/2088 (“CDR”) (Updated)
Understanding the CSSF Confirmation Letter for SFDR and UCITS The Commission de Surveillance du Secteur Financier (CSSF) has issued a...
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CSSF: Communication to the investment fund industry on SFDR RTS confirmation letter – Update
Update on SFDR RTS Confirmation Letter The Commission de Surveillance du Secteur Financier (CSSF) has issued an important communication regarding...
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CSSF: Communication on the launch of a Standardised Model Prospectus – a new proposal to support the examination of the prospectus in attachment of an application for approval of a new UCITS
Launch of a Standardised Model Prospectus: A New Proposal for UCITS The Commission de Surveillance du Secteur Financier (CSSF) has...
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CSSF: Communication to the investment fund industry on the entry into force of the Commission Delegated Regulation (EU) 2023/363 of 31 October 2022 amending and correcting the regulatory technical standards laid down in Delegated Regulation (EU) 2022/1288 as regards the content and presentation of information in relation to disclosures in pre-contractual documents and periodic reports for financial products investing in environmentally sustainable economic activities (amended SFDR RTS)
Important Update for the Investment Fund Industry The Commission Delegated Regulation (EU) 2023/363, which amends and corrects the regulatory technical...
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CSSF: SFDR data collection exercise applicable to investment fund managers (IFMs) and institutions for occupational retirement provision (IORPs) on precontractual disclosures in relation to Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) and Regulation (EU) 2020/852 on the establishment of a framework to facilitate sustainable investment (TR)
Overview of the SFDR Data Collection Exercise The Sustainable Finance Disclosure Regulation (SFDR) is a crucial framework aimed at enhancing...
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CSSF: Extension of the initial submission deadline for the SFDR data collection exercise on precontractual disclosures
Extension of the Initial Submission Deadline for the SFDR Data Collection Exercise The Commission de Surveillance du Secteur Financier (CSSF)...
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CSSF: UCITS Model Prospectus (Updated)
Understanding the UCITS Model Prospectus The UCITS Model Prospectus serves as a vital document for investment funds, providing essential information...
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CSSF: Model Prospectus – Sub-Fund Specific Guidance (Updated)
Model Prospectus for Sub-Funds: Specific Guidance The Commission de Surveillance du Secteur Financier (CSSF) provides essential guidelines for the preparation...
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CSSF: Model Prospectus – User Guide (Updated)
Understanding the Model Prospectus User Guide The Model Prospectus User Guide provided by the CSSF is an essential resource for...
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CSSF: SFDR UCI periodic data collection – Practical and technical guidance (Updated)
Understanding the SFDR UCI Periodic Data Collection The Sustainable Finance Disclosure Regulation (SFDR) has introduced significant changes in how financial...
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