MAKING THE MOST OF UCITS IV

Conclusion

CACEIS, your specialist in UCITS funds and cross-border distribution

Knowing that each client profile, organisation and objective differ from one to another, customised and adapted solutions have to be defined and then implemen- ted. The solutions for reaching defined objectives are many and mainly depend on existing constraints and organisation. Numerous surveys demonstrate that many Management Companies intend to rationalise their range of funds, reduce their costs or broaden their investor perimeter, willing notably to take advantage of the new tools introduced under UCITS IV. Yet only few of them have already made a real market case study and have a clear idea about the possible scenarios that could be offered to them. Rationalising and restructuring are not easy projects. Legal and tax matters can lead to efficient solutions if properly mastered. Structuring a UCITS fund from a non-regulated vehicule is a significant undertaking and change management is essential to ensure a smooth transition between a non-regulated and a UCITS environment. Marketing products beyond domestic borders is not an easy project either when you are not familiar with the cross-border distribution environment. CACEIS has understood this and intends to accompany clients in strategic thoughts and in the implementation of their strategy. With its extensive expertise in supporting various clients in the cross-border distri- bution of their funds in numerous countries, a combined advisory approach and a presence in the major European fund jurisdictions, CACEIS has a real competitive business advantage which helps drive its clients forward. We aim to provide our clients the best-possible information, advice and services, so that they can take full- advantage of the cross-border distribution and cost saving opportunities presented in the EU and other markets further afield. We look forward to discussing together the fund distribution issues that you are facing and the projects related to UCITS funds or UCITS IV you may have.

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