ESMA - Liquidity Management Tools for Funds - Guidelines & Technical Standards
ESMA are seeking input on draft guidelines and technical standards for liquidity management tools under the revised AIFMD and UCITS Directive.
DC Pensions: Value for Money Framework
Find out more here about the work by the UK Government, FCA and TPR on a Value for Money Framework for DC pension schemes.
Long-Term Asset Fund (LTAF)
Click here to learn more about regulation and guidance in relation to the Long-Term Asset Fund (LTAF) and to download a model LTAF Instrument of Incorporation and a model LTAF Co-Ownership Deed for ACS
RICS Guide: Valuations for real estate investment entities
Click here to see the RICS guide for clients and valuers on Valuations for real estate investment entities
UK Government - Pensions Investment Review
In July 2024 the Chancellor of the Exchequer launched a pensions review. The review is focussing on DC workplace schemes and Local Government Pension Schemes. AREF has responded to a Call for Evidence in relation to this review.
FCA – Sustainability Disclosure Requirements (SDR) and investment labels
Find out more here about the FCA's Sustainability Disclosure Requirements (SDR) and investment labels regime.
Sustainable finance and climate change disclosures
Find out more about the policy work being undertaken by governments, regulators and standard setting bodies in relation to sustainable finance and climate-related disclosures.
Reforms to the National Planning Policy
The Ministry of Housing, Communities & Local Government are consulting on reforms to the National Planning Policy Framework and other changes to the planning system. More details can be found here.
Sustainable Finance Disclosure Regulation (SFDR)
In May 2024 the European Commission published its Summary Report of the Open and Targeted Consultations on the SFDR assessment. This was followed by the ESAs Joint Opinion on the assessment of SFDR. More details can be found here.
Central Bank of Ireland - Macroprudential policy for investment funds
The Central Bank of Ireland have published feedback to its discussion paper on the approach to macroprudential policy for investment funds. More details can be found here.
Liquidity Management
View the updates on this topic.
FRC - UK Stewardship Code
The UK Stewardship Code 2020 took effect on 1 January 2020. In July 2024, the FRC announced 5 immediate changes to reporting and confirmed their priority areas for reviewing the Code in 2024.
European Long-Term Investment Fund (ELTIF)
Find out more about ELTIF 2.0 here
FCA - Overseas Funds Regime
The FCA have published their policy statement for the Overseas Funds Regime; this includes the final rules and feedback to their earlier consultation. This follows on from the roadmap on implementing the Overseas Funds Regime published by HM Treasury and the FCA . More details can be found here.
