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 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 […]

On 9th of March 2024, the Financial Conduct Authority published a consultation paper on the revision of the regulatory fees and levies to be applied from 1st of April 2024 to 31st of March 2025. On a cross-border distribution perspective, the FCA proposes a substantial reduction in fees for EEA UCITS marketed under the TPR.

On 25 of March 2024, the European Parliament ECON Committee adopted by majority vote the Report of the European Parliament and of the Council amending Regulation (EU) No 1286/2014 as regards to the modernisation of the Key Information Document (KID). The amendments to the existing Regulation and the Commission proposal adopted by the ECON Committee […]

The CSSF updated its UCIs and AIFMD FAQs last week by providing more clarity on the condition a Luxembourg collective portfolio management company may market funds it manages as regards to applicable MiFID rules. These FAQs elaborate on the indirect marketing provided by other Investment Fund Manager (IFM) and whether these IFMs are authorised to […]

On Tuesday March, 26 2024, the Directive amending the AIFM and the UCITS directives was published in the Official Journal of the European Union. The main changes to the AIFM and UCITS directives are designed to: – improve the integration of asset management markets in Europe and modernising the framework governing key regulatory aspects, – […]

On Thursday 28 March 2024, the French regulator AMF published several new instructions in relation to the deployment of the new extranet Rosa impacting the most the French fund management companies.

The European Commission finally published the Regulations adopted in December last year amending UCITS Directive and Regulation 584/2010 and AIFMD as regards to the procedures implemented for the cross-border activities of funds and fund management companies within the European Union and EEA.

The Government communicated on the status of its “Building a Smarter Financial Services Regulatory Framework for the UK plan and the next steps. According to the document made available by the HMT, phase 3 to come will encompass:

On 6 March 2024, the European Commission wrote a letter to ESMA requesting several amendments to the draft RTS it had submitted at the end of last year. If ESMA does not address the comments provided by the European Commission within 6 weeks, the Commission shall be empowered to adopt the RTS with the amendments […]

Last week, FinDatEx launched a consultation on the update of the current version regarding the EMT V4.1. The draft version of the V4.2 contains supplementary UK specific section linked to detailed on-going costs.