UCITS V Impacts and Implementation

UCITS account for around 75% of all collective investments by small investors in Europe and so UCITS V will have a significant impact on a major part of the industry. With implementation planned for March 2018, it is important that firms prepare for the forthcoming changes that will need to be made to ie. their fund documentation.

At Cleveland & Co, we have been preparing our UCITS V offering well in advance and have the knowledge and skills to provide an innovative and cost-efficient solution for firms. Our services range from light touch advice to full implementation, for example, we can offer contractual templates that are drafted in compliance with UCITS V and implementation guides.

Our attached brochure contains further information on UCITS V, who it will affect and how we can help you.

Please do get in touch with us, your external in-house counsel, if you would like to speak to us about UCITS V, we would be happy to meet in person or alternatively over the telephone, to discuss your specific needs