News & Analysis as of

Financial Instruments

Hogan Lovells

Luxembourg Stock Exchange: Euro MTF specialist securities segment

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The Luxembourg Stock Exchange (“LuxSE”) introduced a new platform, the Euro MTF Specialist Securities Segment (“EM3S”), on which issuers are able to offer more sophisticated securities to professional investors while being...more

Mayer Brown

Convertible Bonds: An Issuer’s Guide (2025)

Mayer Brown on

Introduction - Convertible bonds are, customarily, fixed rate debt instruments issued by a company (the “issuer”), the terms of which allow the holders of the bonds to convert them into ordinary shares (common stock) of...more

A&O Shearman

ESMA guidelines on the conditions and criteria for the qualification of cryptoassets as financial instruments

A&O Shearman on

The European Securities and Markets Authority (ESMA) has published official translations of its guidelines on the conditions and criteria for the qualification of cryptoassets as financial instruments under Article 2(5) of...more

K&L Gates LLP

United States: Potential Increase to Debenture Limit for Levered Small Business Investment Companies (SBICs)?

K&L Gates LLP on

Small Business Investment Companies (SBICs), which invest in qualifying small businesses in the United States, are eligible to receive Small Business Administration (SBA)-guaranteed debentures at favorable rates to finance...more

Carlton Fields

A Bridge Too Far: Pennsylvania Federal Court Declines to Extend Coverage Beyond Policy’s Plain and Unambiguous Terms

Carlton Fields on

It’s apt to name a blog post after one of history’s great action movies when the case involves a “conceptual artillery duel” that “ends in a draw,” and that is exactly how U.S. District Judge Gerald Austin McHugh Jr. of the...more

Mayer Brown

Obligations convertibles inverses et abus de droit

Mayer Brown on

Le Conseil d'Etat considère que la mise en place d'actions convertibles inverses accompagnées de divers contrats d'option de vente et d'achat peut être constitutive d'un abus de droit fiscal sur le fondement de l'article L....more

A&O Shearman

UK Financial Conduct Authority updates its perimeter report

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The Financial Conduct Authority has updated its perimeter report. The report describes issues the FCA has identified with its regulatory perimeter and the action it is taking in response....more

DLA Piper

Blockchain and Digital Assets News and Trends – October – December 2024

DLA Piper on

This periodic bulletin is designed to help companies identify important legal developments governing the use and acceptance of blockchain technology, smart contracts, and digital assets. While the use cases for blockchain...more

Alston & Bird

2024 Year in Review: Legislative Developments Impacting Gift Card Programs

Alston & Bird on

Our Unclaimed Property and State & Local Tax teams review the state legislation that impacted businesses’ gift card programs in 2024. Notably, Idaho now expressly exempts gift cards that do not expire or impose fees but...more

Bracewell LLP

Security Over EU ETS Allowances: A French Legal Perspective

Bracewell LLP on

As the European Union doubles down on its commitment to reducing greenhouse gas emissions, EU Emission Trading System (EU ETS) allowances have become not only an environmental tool but also a valuable financial asset. While...more

A&O Shearman

EU Review of RTS on Transaction Reporting and Order Book Data Under MiFIR Review

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The European Securities and Markets Authority has published a consultation on the review of regulatory technical standards on transaction data reporting and on order book data under the revised Markets in Financial...more

Morgan Lewis

Update: NAIC Proposals to Challenge Credit Ratings for Structured Securities

Morgan Lewis on

The National Association of Insurance Commissioners’ (NAIC’s) proposed changes to credit ratings for structured finance instruments aim to increase regulatory scrutiny and reduce risks tied to perceived arbitrage. These...more

Polsinelli

Blockchain+ Bi-Weekly: July 2024 #2

Polsinelli on

While the nation was preoccupied with the significant developments in the Presidential race, advocates and promoters of the blockchain ecosystem were particularly attentive to the news, given the perception that the current...more

Mayer Brown Free Writings + Perspectives

Commissioner Comments on Tokenization

Commissioner Uyeda spoke at the Securities and Exchange Commission’s 30th Annual Institute for Securities Market Growth and Development. Commissioner Uyeda focused on the need to root out bad actors and promote transparent...more

Latham & Watkins LLP

FCA Decision Offers More Regulatory Clarity for Professional Crypto Investors

Latham & Watkins LLP on

Professional investors will benefit from increased exposure to cryptoassets via traditional financial instruments, though retail investors’ exposure remains limited. In the fast-paced world of cryptocurrency, regulatory...more

Opportune LLP

Asset-Backed Security Guide for Oil and Gas Financing

Opportune LLP on

Leveraging oil and gas assets for capital has become a strategic imperative for independent producers grappling with limited traditional financing options and economic volatility. Asset-backed securities (ABS) in the oil and...more

Fenwick & West LLP

Tokenized Real-World Assets: Pathways to SEC Registration

Fenwick & West LLP on

Demand for tokenized real-world assets (RWAs) is rapidly growing across the decentralized finance (DeFi) community, with growing interest among existing crypto-native participants and across the traditional finance industry...more

White & Case LLP

Legal Reform on Electronic Negotiable Instruments

White & Case LLP on

On March 26, 2024, a decree was published in the Mexican Federal Official Gazette amending, adding, and repealing certain provisions of the General Law on Negotiable Instruments and Credit Transactions and the General Law of...more

BakerHostetler

Weekly Blockchain Blog - April 2024 #4

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Stablecoin, Wallet Products Launch; German Bank Launches Crypto Services - Circle, a global fintech firm and issuer of the USDC stablecoin, has announced new smart contract functionality to allow holders of BUIDL, a...more

Mayer Brown

Mexican Reform Regarding Electronic Negotiable Instruments

Mayer Brown on

On March 26, 2024, the President of Mexico published the reform passed by the Mexican Congress to the General Law of Negotiable Instruments and Credit Transactions (Ley General de Títulos y Operaciones de Crédito, “LGTOC”),...more

Holland & Knight LLP

Mexico Approves Bill Regarding Electronic Financial Transactions

Holland & Knight LLP on

The Mexican Congress has approved a bill regarding promissory notes, negotiable instruments and other financial transactions using electronic means. On March 26, 2024, a decree was published in the Official Journal of the...more

Jones Day

French Court Rules on Safe Harbor of Netting Agreements in Insolvency

Jones Day on

For the first time ever, a court in France has examined the compatibility of the statutory netting safe harbor with the French Constitution. The French High Court of Justice (Cour de cassation) addressed the preliminary...more

ArentFox Schiff

ArentFox Schiff Wins a Rare PTAB Decision Reversing Patent Examiner’s Subject Matter Eligibility Rejection in a Fintech Patent...

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In 2023, the Patent Trial and Appeal Board (PTAB) reversed examiners’ decisions in about 30% of appeals, and only in about 7% of appeals related to patent applications for business methods, which include financial technology...more

A&O Shearman

European Securities and Markets Authority Consults on Guidelines on Reverse Solicitation and Cryptoassets as Financial Instruments...

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The European Securities and Markets Authority has published two consultation papers on proposed guidelines under the EU Markets in Crypto Assets Regulation, one on reverse solicitation and the other on the classification of...more

Mayer Brown

Requalification des gains issus de Management Packages en salaires et interposition d'une holding personnelle : nécessité pour...

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La Cour administrative d'appel de Paris rejette la requête de l'administration fiscale tendant à la requalification en salaires de gains réalisés par la holding personnelle d’un dirigeant lors de la cession de titres acquis...more

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