What advisers need to know to keep pace with Mifid II
Regulators are fast pressing on with their plans, but not all stakeholders are doing enough to meet the demanding requirements. This article appeared in Money Marketing on the 2nd August.  By John Dowdall From...
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What you need to do to make data Mifid II compliant
To understand what steps are needed before Mifid II comes into force. To learn how product governance will work under the new directive. To understand whose responsibility various aspects of Mifid II compliance will...
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PRIIPs RTS Confirmation shows Commission listening; data collection can start now
The European Parliament’s announcement that it has no objection to the new Regulatory Technical Standards (RTS) for PRIIPs demonstrates a fantastic turnaround.  The European Commission has managed to achieve in three weeks what has...
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We are getting ready for MiFID II Product Governance – are you?
  The process of regulation is not designed to be easy for the actors involved.  Companies do not have the luxury of waiting around for things to be done for them. Instead, they must...
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MiFID & PRIIPs Part 3
Part three of our blog on the overlap between the MiFID and PRIIPs regulations. Product Governance and Target Market Identification There is a clear alignment of principles in both PRIIPs and MiFID II on the identification...
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MiFID II and PRIIPs: The regulatory double act, Part 2
MiFID & PRIIPs Part two of our blog on the overlap between the MiFID and PRIIPs regulations. The range of disclosure types between the two regulations is broad but can be summarised under the following headings:...
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MiFID and PRIIPs: The regulatory double act, Part 1
MiFID & PRIIPs The decision to delay PRIIPs by a year means that this new regulatory system will come into force at the same time as MiFID II at the start of 2018. In...
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Review of 2016 and forecast of 2017
What happened in 2016… The whimper: after years of planning, and a process riddled with delays, Solvency II is up and running, but instead of a full-on implementation, what we have got is a...
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Proposed PRIIPs RTS amendments show Commission is listening to concerns addressed by Parliament
There’s been an assumption in the past that the European bureaucratic edifice cannot be challenged when it comes to the diktats that emanate from on high – this belief is now being eroded by...
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3 Things we learned from the Silverfinch Dublin PRIIPs event
1.      Manufacturers need to think about the data they are going to request from asset managers. The first step on this is to take the time to understand the European PRIIPs Template (EPT), which...
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Photos from our Dublin PRIIPs event
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We have enough info to guess where PRIIPs is going
The decision by the European Parliament to reject the regulatory technical standards (RTS) for PRIIPs has caused confusion across the insurance, banking and fund management industries. Rumour and conjecture have filled the void where...
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Silverfinch PRIIPs event round up
PRIIPs Conference – London Thank you for attending our PRIIPs conference in London yesterday. Many thanks also to our panellists and our co-hosts Maples and Calder. Even with all the uncertainty, we hope you...
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Silverfinch PRIIPs Event Pictures
See all the pictures from our event at the Gibson Hall on the 13th September.
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PRIIPs likely to be delayed
The decision by the European Parliament’s Committee on Economic and Monetary Affairs to reject the regulatory technical standards (RTS) for PRIIPs means there is little chance of the new rules coming into effect at...
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Getting prepared for PRIIPs
At Silverfinch we help fund managers transfer data to stakeholders to fulfil regulatory requirements. To carry out this work, we devote time to understanding how our clients approach the issue of regulation. There can...
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Thanks for coming to our stand in Berlin
We hope you had a good time at Fund Forum International. Congrats also to Yonni Cohen who took our Batak Challenge and managed to score 70 hits in 30 seconds! Yonni win a donation in...
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Why one asset manager’s Solvency II problem is another’s opportunity
Implementation of Solvency II Uncertainty in the implementation of Solvency II, demonstrated clearly by what has been going on in Germany, has implications across the asset management and insurance industries Certainty is undoubtedly good...
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Solvency II asset management and insurer engagement ramps up
Solvency II – Where are we now? As we approach the end of Q1 2016, and with just a few weeks to go until the first Solvency II reports are due for delivery, it’s...
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Solvency II requirements: Then and now, have things changed?
Solvency II Requirements In recent conversations with asset managers, insurers, industry associations and many media outlets, much discussion was had about how Solvency II requirements have changed over the years & how different it...
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