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Par Laurent Denayer, Partner, EMEIA* UCITS IV strategy and risk management Leader, Ernst & Young, Luxembourg
Key investor information (KII) is a central plank of UCITS IV. Implementing the KII requires robust automated processes. Today, KII is becoming an issue of major concern for the fund industry. In this article, we explore some of the key questions relating to KII, and the related challenges.
Introduction
We are entering a phase where the attention in the fund industry is turning from the UCITS IV opportunities — such as master-feeder structures and the management company passport — to the obligations — enhancement to existing regulatory requirements (including MiFID alignment) for management companies, the notification procedure, and,...
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