FundGlobam Monthly Market Monitoring September 2021 edition reported 58 relevant events out of a 1177 events collected.
Europe’s contribution is the most important share with a total of 56.3% collected events; 19.5% from Asia-Pacific, 12.1% from Middle East Africa and 12.1% from America.
Regulatory aspects have been highlighted principally in France, Germany, Luxembourg, Portugal, Sweden, Switzerland as well as a certain number of regulatory changes.
Statistics data have been mainly published in Brazil, Czech Republic, Iceland, Indonesia, Portugal, South Africa, Uruguay.
Some news to be highlighted (in alphabetical order):
- Switzerland : FINMA recognises adjustments to the Asset Management Association Switzerland’s self-regulation as a minimum standard
- France: Taxonomy Article 8: The AMF informs issuers about the phased application of reporting requirements
- France: UCITS and AIFs: reform of marketing rules in France and in Europe
- France: Brexit and PEA: September 30, 2021 – end of the tax tolerance period vis-à-vis UK securities present in PEA and PEA PME accounts
- Luxembourg: Entry into force of the new regulatory provisions applicable to investment firms
- Spain: ESMA Guidelines on marketing communications under the Regulation on cross-border distribution of funds
- Sweden: New procedures for submission of Key Investor Information Document for foreign UCITS
- Sweden : FI applies new guidelines on risk factors for money laundering and terrorist financing – except for account information services
The Monthly Market Monitoring Report is available on FundGlobam DiGital, our online platform.
FundGlobam DiGital is accessible via the Client Access red button on fundglobam.com: please connect and download the Reports from the “Market Monitoring” folder.
Feel free to contact us for more information.
The 2021 edition of FundGlobam Monthly Market Monitoring is reaching a scope of 80+ markets covered:
Asia Pacific (APAC):
Australia, China ROC, Hong Kong, Indonesia, Japan, Macau, Malaysia, New Zealand, Philippines, Singapore, South Korea, Thailand and Taiwan
European Union (EU):
Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, the European Securities and Market Authority (ESMA), the European Banking Authority (EBA), the European Insurance and Occupational Pensions Authority (EIOPA), and the European Fund and Asset Management Association (EFAMA).
European Economic Area (EEA):
Iceland, Liechtenstein and Norway
Other Europe:
Andorra, Guernsey, Isle of Man, Jersey, Monaco, San Marino, Switzerland and the UK (engaged into Brexit)
North America (NAM):
Canada Ontario and Quebec, the USA
Latin America (LAM):
Argentina, Bahamas, Bermuda, Brazil, British Virgin Islands, Cayman Islands, Chile, Colombia, Mexico, Panama, Peru and Uruguay
Middle East-Africa (MEA):
Bahrain, Dubai, Israel, Kuwait, Mauritius, Oman, Qatar, Saudi Arabia, South Africa and United Arab Emirates