News & Views

Investment advisors play a vital role in guiding investors towards suitable investment funds and allocations. For this important function they often are paid a commission, also known as trailer fee or retrocession, by the asset manager. And since this remuneration forms a relevant part of the advisor’s revenue, it is key for the product provider to have commission calculation and related payments efficiently set up. 

More than 25 years ago, when I started in the financial services industry, it was enough to collect and disseminate around 50 data points for an investment fund to be added on a distribution platform or in a data vendor’s database.

I initially joined Acolin as a Due Diligence Officer and have been a Due Diligence Team Lead for a year and a half now.  In former roles as a lawyer, I worked and participated in several M&A transaction due diligence projects. But it is only since I joined Acolin that I came to fully understand […]

I have been working in the asset management industry for more than 2 decades, having had the chance to cover various roles in different firms, from Portfolio Management to Consultant as well as Sales & Business Development. 

In the ever-changing world of financial markets, Exchange-Traded Funds (ETFs) have become increasingly popular among investors. As the fund flows numbers for 2023 roll in, we again see that investors are replacing holdings on traditional UCITS funds with investments in ETF’s. Acolin is at the center of fund distribution in Europe and our specialized Distribution Network Management (DNM) service has seen these changes first-hand. Here we explore the nuances of Acolin DNM service and how it seamlessly integrates ETFs into key distribution platforms.

The world of finance is ever-evolving, innovation and technology are continuously shaping how we research, find and invest in funds. As Acolin, we look on us as one of the game-changers in the industry, with our dedication to simplifying and streamlining the complex world of fund distribution. We get our asset manager clients close to the action relevant for them and their products.  

In changing fund distribution landscape, new UK regulation for open products and services, has come into force on 31st July 2023: “The UK Consumer Duty”.

In a market teeming with over a hundred thousand funds overseen by numerous asset managers, a crucial question emerges: how can you stand out? The concise answer: deliver results, cultivate recognition, and ensure accessibility.

Within the realm of finance, an arena driven by ceaseless innovation lies a potent formula for progress: the fusion of tradition and innovation.

After a lengthy period of macro-economic uncertainty, geopolitical stresses and political upheaval, we are seeing the first signs of improving investor interest.

The UK Consumer Duty requires product manufactures to implement the rules for open products and services by 31 July 2023

Acolin, a leading cross-border fund distribution specialist, today announced it has established an on-the-ground presence in the US

Acolin announces the appointment of fund distribution regulatory expert Jean Louis Catrysse.

A new, hollistic approach to fund distribution…

Acolin is announced as the main sponsor of the Distribution Risk & Oversight Conference…

ACOLIN warns against responding to an offer on the website www.acolinfx.com which…

Roxana joined Acolin in July 2021 to help drive and execute the growth strategy in the UK.

Investment funds exist for one reason and one reason only. To exploit perceived price…

The data provided in the DDQ is the property of our partners, not ours.

ACOLIN, a leading provider of regulatory and cross-border fund distribution services…

On 1st of May, the FCA published its Joint Roadmap with the Treasury to implementing the Overseas Funds Regime that will fade away the Temporary Marketing Permission Regime granted to EEA funds to continue marketed their shares/units in UK after the withdrawal of the country from the European Union. In January 2024, the Government assessed […]

Recently, the central Bank of Ireland updated its procedure regarding the merger of an Irish UCITS with a domestic UCITS or a cross border merger with a foreign UCITS. The procedures for both cases are described here below or available on the website of the Central Bank of Ireland.

With the entry into force of EMIR REFIT yesterday, the CSSF published an updated version of its eDesk user guide. Earlier this month, it was about new procedures in development that the Commission shared information. Indeed, this year, the number of eDesk procedures dedicated to the fund management will increase:

Following the notification from the CBI and the CSSF of their intention to impose an investment restriction on Alternative Investment Fund Managers (AIFMs) established in Ireland and Luxembourg and managing GBP-denominated AIFs pursuing a LDI funding strategy, ESMA rendered its advice to both regulators yesterday. ESMA’s analysis concludes that the conditions for taking actions under […]

On April 23, 2024, the FCA published its guidance on the anti-greenwashing rule. This guidance is intended to help firms understand the FCA’s expectations under the anti-money laundering rule that will enter into force end of next month. The anti-greenwashing rule is one part of a package of measures the FCA finalised in November 2023 […]

The FCA consults on the extension of the Sustainability Disclosure Requirements (SDR) and investment labels regime to portfolio management services and follows its Consultation Paper (CP22/20) and corresponding Policy Statement (PS23/16) on SDR and investment labels, which introduced a package of measures for fund managers. The new rules subject to this consultation does not include […]

On April 22, 2024, FinDatEx released the final EMT Version 4.2. This version submitted to consultation earlier in March 2024 is now available. It integrates the previous one (EMT V4.1) with a supplementary UK specific section linked to detailed on-going costs.

Following the objections communicated by the European Commission (EC) to ESMA regarding the Draft RTS on the revision of the ELTIF regulatory framework last month, ESMA responded with a limited number of changes to the amendments proposed by the EC in the form of an opinion as required by the legislative procedure. The amended draft […]

ESAs recently announced the forthcoming of the voluntary exercise for the collection of the registers of information of contractual arrangements on the use of ICT third-party service providers by the financial entities, serving as preparation for the implementation and reporting of registers of information under DORA. In this context:

On April2, 2024, the European Parliament ECON Committee adopted with majority the report on the proposal for a directive of the European Parliament and of the Council Amending Directives (EU) 2009/65/EC, 2009/138/EC, 2011/61/EU, 2014/65/EU and (EU) 2016/97 as regards the Union retail investor protection rules. The core objective of the Commission proposal is to ensure […]