Latest Investment Fund Statistics for Germany -
The German Investment Fund Association BVI has issued its latest investment statistics report dated 29 February 2016, giving an overview of the net assets and net sales...more
Investment Statistics as of 31 January 2016 -
The German Investment Fund Association BVI issued its latest investment statistics report dated 31 January 2016, giving an overview of the net assets and net sales within the...more
German Federal Government Passes Draft Bill to Amend Financial Market -
The German federal government passed the draft bill to amend financial market laws on 6 January 2016 (“Erstes Finanzmarktnovellisierungsgesetz”,...more
BaFin Issues Announcement on Fair Treatment of Investors -
BaFin issued an announcement on the fair treatment of investors with regard to information on portfolio data on 13 November 2015. According to the German...more
BaFin Circular on Crowdlending -
BaFin issued a circular on 9 October 2015 on crowdlending capital raising structures. The circular addresses, inter alia, whether crowdlending structures are subject to a license...more
Implementation of the European Transparency Directive 2013/50/EU in Germany -
All market participants investing in German stocks and other equity shares with voting rights traded on an exchange will be subject to new...more
10/9/2015
/ AIF ,
Alternative Investment Fund Managers Directive (AIFMD) ,
Asset Management ,
BaFin ,
EU ,
EU Transparency Directive ,
European Securities and Markets Authority (ESMA) ,
Germany ,
Investment Adviser ,
Investment Funds ,
UCITS
BaFin Publishes Form for the Notification of the Intention to Manage EU AIF’s -
The BaFin published a form on 5 August 2015 for the notification procedure for a German AIFM to manage EU AIFs established in another Member...more
Finance Ministry Proposes Changes to German Fund Taxation -
The draft bill proposed by the Finance Ministry for discussion purposes contains significant changes to the German tax environment regarding funds and...more
German Federal Council Passes Retail Investors Protection Act -
The German Federal Council approved the Retail Investors Protection Act on 12 June 2015 which will enter into force in the near future. The Act is designed...more
German Investment Fund Statistics -
In March 2015, the German Investment Fund Association BVI issued its latest investment statistics report as of 31 January 2015, giving an overview of the net assets and net sales...more
Federal Ministry of Finance Guidance on Tax for Closed-Ended AIFs -
The Federal Ministry of Finance has issued guidance on 12 February 2015 that broadens the favorable tax regime for investment partnerships applicable to...more
3/17/2015
/ AIFM ,
AIFs ,
Amended Legislation ,
BaFin ,
Corporate Taxes ,
Foreign Investment ,
Germany ,
Investment Funds ,
Investment Partnerships ,
Investor Protection ,
Investors ,
Retail Market ,
Stock Corporations
On 4 November 2014, the German Financial Supervisory Authority, BaFin, issued a guidance notice with regard to the requirements that have to be met to extend the term of a German retail closed-ended fund. According to Bafin,...more