Webinar review: Are you ready for UCITS V?

19 Feb, 2016

COOConnect recently hosted a webinar with SuMi Trust entitled, Are you ready for UCITS V? Here, you can listen to a re-run of the session, as well as download the white paper from SuMi Trust on the topic.

For the presentation from the webinar please click here

And for the white paper, please click here


The UCITS V directive comes into effect on 18 March 2016. This webinar explored the opportunities, as well as the challenges, this legislation represents. Topics included:

  • Choice of fund vehicle: AIFMD versus UCITS V
  • The advantage of a pan-European distribution passport
  • The costs and benefits of a depositary bank
  • What investor losses are covered by the depositary bank
  • The likely impact of manager remuneration controls and disclosure
  • Compliance risk: how to assess and control it
  • For an audio replay of the webinar, please click below:

    For an overview of the webinar from Charles Bathurst of SuMi Trust: