Insights

Latest news and insights from Fund XP

CBIE

CBIE: Issue 4 2025

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CSSF

CSSF: SFDR data collection exercise applicable to investment fund managers (IFMs) and institutions for occupational retirement provision (IORPs) on periodic 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)

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CBIE

CBIE: Issue 3 2023

Markets Update - Issue 3, 2023 Welcome to the third issue of the Markets Update for 2023, where we provide...
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CBIE

CBIE: Issue 4 2023

Markets Update - Issue 4, 2023 Welcome to the latest edition of the Markets Update, where we provide insights into...
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CBIE

CBIE: Issue 5 2023

Markets Update - Issue 5, 2023 Welcome to the fifth issue of the Markets Update for 2023, where we provide...
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CBIE

CBIE: Issue 6 2023

Markets Update - Issue 6, 2023 Welcome to the sixth issue of the Markets Update for 2023, where we provide...
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CBIE

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

CBIE: Issue 8 2023

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CBIE

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

CBIE: Issue 10 2023

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CBIE

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

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

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

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

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

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

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

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

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

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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