Zeidler Group’s Post

Compliance shouldn’t be time-consuming. Join us for an exclusive product showcase to discover how our Marketing Material Review Tool (MMR-Tool), powered by lawyer-educated AI, simplifies investment fund compliance processes. Don’t miss out on the future of compliance efficiency! Register now: https://bit.ly/3XUZPsK #funds #compliance #regulatoryrequirements #RegTech #LegalTech

Compliance shouldn’t be time-consuming. Join us for an exclusive product showcase to discover how our Marketing Material Review Tool (MMR-Tool), powered by lawyer-educated AI, simplifies investment fund compliance processes. Don’t miss out on the future of compliance efficiency! Register now: https://bit.ly/3ZVpEf7 Arne Zeidler Scott Parkin Alexander Mercer #LegalTech #RegTech #assetmanagement #regulatorycompliance

In September 2024, the Central Bank of Ireland clarified the process for compliance with ESMA’s guidelines on using ESG or sustainability-related terms in fund names. Here’s what you need to know: https://lnkd.in/eVJW5hA2 🗓 Key Dates: New Funds: Guidelines apply from November 21, 2024 Existing Funds: Transition period from May 21, 2025 The streamlined filing process allows UCITS and AIFs to update fund names and related documents easily. Managers must submit an attestation confirming that changes are solely for compliance. 🔑 Key Steps: -Name Changes: Use the streamlined process with an attestation of compliance. -SFDR-Related Disclosures: Follow the standard post-authorization process via the Portal. For assistance, contact the ESG legal Zeidler Team Elisa F. Katrina Crampton Kwame Taylor #ESG #SustainableFinance #ESGreporting #Funds #RegulatoryCompliance

We are thrilled to announce the promotion of Patricia Nitschke, LL.M. to Head of Regulatory Services Division at Zeidler Group. Based in our Dublin office, Patricia will lead our talented team of regulatory, compliance, and fund governance experts, driving innovation and excellence in the industry. With her extensive legal background and leadership in our Global Knowledge Hub, Patricia’s expertise in cross-border regulatory matters is unparalleled. Her unique combination of legal insight and technological innovation positions Zeidler Group at the forefront of regulatory compliance solutions. Congratulations, Patricia! We are excited to see the great things you will achieve in this new role 🚀 : https://lnkd.in/exmi3-W9 #RegulatoryCompliance #Funds #RegTech #TeamZeidler

Are you ready for the Digital Operational Resilience Act (DORA)? Join Zeidler Group and Drawbridge this Thursday, 3 October, for an insightful session on practical steps and tools to ensure compliance before the January 2025 deadline. 💡 Time: 9:30 am EST | 14:30 BST | 15:30 CEST 💻 RSVP via: https://bit.ly/3XLebMj ⏰ Duration: 30 minutes #DORA #Cybersecurity #RegulatoryCompliance #OperationalResilience #Funds

🚨 Important Regulatory Update for Fund Managers in Norway! 🚨 Starting 1 October 2024, Norway will implement the Cross-Border Distribution Framework (CBDF), introducing significant changes to the marketing and distribution of UCITS and AIFs. These changes align Norway's regulations with EU standards, streamlining fund distribution and enhancing investor protection. Daniel O Leary Tara Dutta and Sabir Musthafa cover everything you need to know, from new pre-marketing rules to updates in the Securities Funds Act and AIF Act: https://lnkd.in/dwrRgZ2C Need help navigating these regulatory changes? Talk to us about our European Facilities Agent Service to simplify compliance. #regulatorycompliance #distribution #funds #compliance #ucits #aif

Another European Fund ManCo is stepping up and embracing the future of compliance with AI-driven solutions! 💡 Kudos to ONE group solutions for adopting our MMR-Tool, powered by advanced LLM technology (and the know-how of our expert investment fund lawyers), they’re cutting down the time spent on marketing material reviews and gaining a serious edge in regulatory accuracy. Why stick to the old ways when you can streamline compliance and focus on what truly matters? 🚀 https://lnkd.in/eNqFRvud? #LegalTech #RegTech #Funds #RegulatoryCompliance #InvestmentManagement #AI

The countdown to DORA is on—get ready for January 2025! Join our expert panel, featuring Valentin Chantereau, Peter Sherwood, LL.M and Simon Eyre, on Thursday, 3 October, for actionable insights on how managers can adapt their policies and agreements to ensure compliance by the deadline. Don’t miss out--Register Now: https://bit.ly/3Bj5IZm #DORA #OperationalResilience #Funds #RegulatoryCompliance

Recently, one of the largest investment management firms faced a significant fine in Australia for misleading environmental claims. This incident underscores the increasing scrutiny on #ESG disclosures and serves as a vital reminder for all financial institutions: greenwashing is not just a PR risk; it's a #legal and financial liability. In our latest blog, Elisa Forletta Fehrenberg explores why, as regulatory standards tighten across the globe—especially in the EU and UK—it’s crucial for businesses to ensure the accuracy and transparency of their ESG claims. From the #SFDR to the UK's #SDR and anti-#greenwashing regulations, compliance has never been more complex. Read the full blog to learn how to navigate the evolving landscape of ESG #regulations and safeguard your brand's reputation: https://bit.ly/4djE6jY