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The UCITS Directive harmonises retail collective investment schemes in the EU by providing for a common investment vehicle which can be established and regulated in one EU member state and sold across the EU without the need for further authorisation.  As such, UCITS have an “EU passport” enabling their units or shares to be marketed and sold to all types of investors, including retail investors, in other EU member states.

Matheson’s Asset Management and Investment Funds Group prepares updates and briefing notes on the main legal and regulatory developments and issues relating to the UCITS regime, which may be downloaded below.

If you would like to receive hard copies of any of these papers, please contact the partners listed in the briefing notes or your usual Asset Management and Investment Funds contact.

Matheson Updates

Commentary on the latest developments affecting the Irish and European investment funds industry.

Matheson Briefing Notes

Detailed briefing notes on the regulatory and legislative regimes governing investment funds.

Matheson Archives

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