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Financial Services Industry European Economic Area (EEA)

A&O Shearman

UK Draft Regulations Amending Temporary Recognition and Marketing Regimes for CCPs and Collective Investment Schemes

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A draft version of the Collective Investment Schemes (Temporary Recognition) and Central Counterparties (Transitional Provision) (Amendment) Regulations 2024 has been published, alongside a draft explanatory memorandum. The...more

Katten Muchin Rosenman LLP

FCA Publishes Policy Statement on UK Overseas Funds Regime

On 17 July 2024, the Financial Conduct Authority (FCA) published a policy statement (PS24/7) setting out the final rules and guidance necessary to implement the UK’s Overseas Funds Regime (OFR). This follows the FCA’s...more

A&O Shearman

UK Grants Equivalence to EEA UCITS Under Overseas Funds Regime

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The Financial Services and Markets Act 2000 (Overseas Funds Regime) (Equivalence) (European Economic Area) Regulations 2024 (SI 2024/635) were made on May 13, 2024 and enter into force on July 16, 2024. Established by the...more

Cadwalader, Wickersham & Taft LLP

Liquidity Management, Loan Origination and Credit Funds under AIFMD II

I. Background and Scope - On 7 February 2024, the European Union adopted a final text amending the AIFMD and UCITS directives (AIFMD II). This memo considers what are entirely novel requirements attaching to liquidity...more

Hogan Lovells

Card fees: UK Payment Systems Regulator publishes final terms of reference for two market reviews

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The UK Payment Systems Regulator (PSR) has finalised its plans for two market reviews focusing on card fees. One review will look at card scheme and processing fees, and the second at UK-EEA interchange fees. Findings from...more

Akin Gump Strauss Hauer & Feld LLP

EU Net Short Position Disclosure Threshold Lowered to 0.1%

The European Commission has revised rules to permanently lower the net short position reporting threshold from 0.2 per cent to 0.1 per cent under the EU Short Selling Regulation (“EU SSR”). The net short position notification...more

Hogan Lovells

Financial institutions general regulatory news, July 2021 #2

Hogan Lovells on

MLRs 2017: Money Laundering and Terrorist Financing (Amendment) (No 2) (High-Risk Countries) Regulations 2021 The Money Laundering and Terrorist Financing (Amendment) (No 2) (High-Risk Countries) Regulations 2021 (SI...more

Skadden, Arps, Slate, Meagher & Flom LLP

ESG Rules: Will the UK Align With the EU?

The focus on environmental, social and governance (ESG) issues grew considerably in 2020, in part due to significant regulatory developments. Takeaways - Financial services businesses and other UK companies will still...more

A&O Shearman

Key Regulatory Topics: Weekly Update 23 Dec - 7 Jan 2020

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FCA and PRA on passporting in and out of Gibraltar after the transition period - On 31 December, the FCA published a new webpage on Gibraltar passporting arrangements, with the PRA publishing its respective webpage on 4...more

A&O Shearman

Key Regulatory Topics: Weekly Update 27 November to 3 December 2020

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Bank Recovery and Resolution (Amendment) (EU Exit) Regulations 2020 - On 3 December, the Bank Recovery and Resolution (Amendment) (EU Exit) Regulations 2020 were published, together with an explanatory memorandum. The...more

Proskauer Rose LLP

New ESG Requirements Impacting the Financial Services Industry

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In March 2021, a new European Union regime on sustainability-related disclosures in the financial sector will come into force. The Sustainable Finance Disclosure Regulation 2019/2088 (“SFDR”) contains rules regarding...more

Proskauer Rose LLP

Brexit: UK Temporary Permission Regime for EEA Firms

Proskauer Rose LLP on

EEA Firms and funds relying on EEA passporting to do business in the UK should act now if they want to continue carrying on business in the UK on the same basis into 2021....more

Hogan Lovells

Financial institutions general regulatory news, November 2020

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Brexit: UK equivalence decisions for EEA states - HM Treasury has announced its intention to make equivalence decisions in respect of the EEA across a number of financial services areas. ...more

Latham & Watkins LLP

UK Chancellor Outlines Future for Financial Services Post-Brexit

Latham & Watkins LLP on

Equivalence decisions for EEA states, green finance and fintech initiatives are at the forefront of the UK government’s priorities. On 9 November 2020, the UK Chancellor of the Exchequer, Rishi Sunak, delivered a statement...more

Hogan Lovells

Financial institutions general regulatory news, July 2020 #3

Hogan Lovells on

Draft Money Laundering and Terrorist Financing (Amendment) (EU Exit) Regulations 2020 - HM Treasury has published draft Money Laundering and Terrorist Financing (Amendment) (EU Exit) Regulations 2020, together with a draft...more

Hogan Lovells

Financial institutions general regulatory news, March 2020

Hogan Lovells on

Spring 2020 Budget: key financial services announcements - The Chancellor of the Exchequer, Rishi Sunak, has delivered the Spring 2020 Budget. The Budget includes a number of measures of interest to financial services...more

A&O Shearman

HM Treasury Publishes Equivalence Determinations for EU Financial Services Legislation

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HM Treasury has published the Equivalence Determinations for Financial Services and Miscellaneous Provisions (Amendment etc) (EU Exit) Regulations 2019, providing U.K. government ministers with a temporary power to make...more

A&O Shearman

A reflection on the current state of play regarding how EEA firms can provide financial services into the UK post-Brexit

A&O Shearman on

On 29 October 2019, politicians once again kicked the possibility of a cliff edge Brexit into the grass but with UK politics still deeply divided and a general election on the horizon, it is unlikely that clarity on the...more

A&O Shearman

Key Regulatory Topics: Weekly Update 6 September 2019 - 12 September 2019

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BREXIT - FCA steps up efforts to ensure that firms are ready for a no-deal Brexit - On 11 September, the FCA issued a press release providing additional information for firms on preparations for a no-deal Brexit. To...more

Proskauer Rose LLP

Brexit Update – Luxembourg’s Transitional Regime For UK Firms In ‘Hard Brexit’ Scenario

Proskauer Rose LLP on

In early August 2019, the Luxembourg regulator, the Commission de Surveillance du Secteur Financier (the "CSSF"), confirmed in a press release that it had opened an online portal to allow UK firms currently using a financial...more

A&O Shearman

Key Regulatory Topics: Weekly Update 12 July 2019 - 18 July 2019

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BREXIT - EEA Joint Committee Decisions - On 18 July, four Decisions of the EEA Joint Committee made on 29 March and five Decisions made on 11 April that amend Annex IX (Financial Services) to the EEA Agreement were...more

A&O Shearman

A reflection on the current state of play regarding how EEA firms can provide financial services into the UK post-Brexit

A&O Shearman on

On 11 April 2019, politicians kicked the possibility of a cliff edge Brexit into the (relatively) long grass but with UK politics still deeply divided, a leadership contest for the next prime minister underway and the Irish...more

A&O Shearman

UK To Adopt Amendments to Brexit Legislation

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HM Treasury has laid before Parliament a draft of the Financial Services (Miscellaneous) (Amendment) (EU Exit) (No. 2) Regulations 2019. The draft Regulations make amendments to certain elements of the EU exit legislation...more

A&O Shearman

Key Regulatory Topics: Weekly Update 26 April - 2 May 2019

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CONSUMER/RETAIL - FCA call for input on RDR and FAMR review - On 1 May, the FCA published a call for input on its plans to evaluate the Retail Distribution Review (RDR) and Financial Advice Markets Review (FAMR). The...more

Dechert LLP

Financial Services Quarterly Report - First Quarter 2019: Developments in the Luxembourg Financial Sector

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The Luxembourg supervisory authority, the Commission de Surveillance du Secteur Financier (CSSF), and the Luxembourg government recently have taken measures to prepare for Brexit. In other developments, the Law of the...more

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