Cross-Border Distribution of UCITS

A CACEIS PRODUCT DEVELOPMENT PUBLICATION - 2011

BIBLIOGRAPHY

AFG . Recommendations for Distribution Agreements, September 2007 . Point sur l'industrialisation de la circulation des OPCVM, February 2008

ALLFUNDS BANK , Who we are (www.allfundsbank.com), 2011

AMF , Report of the Asset Management Stakeholders’ Committee – Implementation into French Law of UCITS IV: Situation and outlook for asset management regulation, 26 July 2010

ASIA ASSET MANAGEMENT , Clearstream launches new service for Asian investment fund distributors, 13 February 2009

ASSET MANAGEMENT NEWS , Korea Securities Depository connects to Euroclear Bank’s FundSettle platform, 17 February 2010

AXELTIS , Axeltis at a glance (www.axeltis.com), 2011

CALASTONE , What we do (www.calastone.com), 2011

CERULLI ASSOCIATES , European Distribution Dynamics 2011, May 2011

CITI , Key regulatory reforms for asset managers, January 2011

CLEARSTREAM , Investment fund services Product information (www.clearstream.com), 2011

DELOITTE , Cross-border fund distribution in Europe, September 2007

DMFSA , http://www.dmfsa.info/, 2011

EFAMA . Automating fund distribution: The business case for ISO 20022, July 2006 . The Fund Processing Passport: A new tool for enhancing efficiency in the European investment fund, June 2007 . EFAMA fact book – Trends in European investment funds, 2007 . UCITS as a Global Brand – an industry survey by EFAMA, July 2008 . Trends in the European investment fund industry in the second quarter of 2008, September 2008 . Standardisation of funds processing in Europe, September 2008 . Press release - CESR's advice on the management company passport: A very good basis for fine- tuning, 31 October 2008 . EFAMA fact book, 2010 . FPP portal briefing, Q1 2011 . Standardisation of funds processing in Europe, March 2011 . EFAMA Press release, 16 th May 2011 . The evolving investment strategies of UCITS - EFAMA report on the so-called Newcits phenomenon, May 2011 EFAMA & SWIFT , Fund processing standardisation, tracking industry progress (Mid-year and full year reports), 2011

EUROCLEAR BANK . Achieving STP in fund transaction processing, December 2004 . Services/FundSettle (www.euroclear.com), 2011 . Euroclear and EMXCo team on cross-border fund processing, 17 June 2010 . Focus FundSettle, Supporting Asia’s funds markets, Issue n°15 June 2010

EUROCLEAR FRANCE , Services/UCITS order routing (www.euroclear.com), 2011

EUROCLEAR UK & IRELAND , Services/EMX message system (www.euroclear.com), 2011

EUROFI , Press release: Optimising cross-border distribution and processing of investment funds in the EU, December 2007

Cross-border distribution of UCITS | page 71

Made with FlippingBook - Online Brochure Maker