Fund Management 2019

Fund Management 2019

Pages: 126

ISBN: 978-1-83862-124-7



  • £300.00

Fund Management traces the regulatory and legislative obligations facing fund managers balancing the need to maximise investment returns whilst also ensuring adequate investor protections in an increasingly challenging regulatory environment.

Topics are written by leading experts across 15 jurisdictions and include: authorities responsible for fund regulation; licensing processes; territorial scope of regulation; required authorisations of fund marketing activities; legal vehicles available for retail funds and non-retail pooled funds; governance, reporting and tax requirements for retail and non-retail funds; structure, management and marketing of separately managed accounts; re-domiciliation of funds; and requirements for stock exchange listing of funds.

Published in July 2019, this edition features the following chapters:

Editorial chapters

  • Global overview
    • Michelle Moran, K&L Gates LLP

Jurisdictions

  • British Virgin Islands
  • Cayman Islands
  • Cyprus
  • Denmark
  • Germany
  • Greece
  • Hong Kong
  • Ireland
  • Japan
  • Luxembourg
  • Norway
  • Portugal
  • South Africa
  • Sweden
  • Switzerland
  • United Kingdom
  • United States

Michelle Moran, K&L Gates LLP

Michelle Moran is a partner in the firm’s London office, where she is a member in the Investment Management, Hedge Funds and Alternative Investments practice group.

Ms. Moran advises European and U.S. clients on the establishment, authorization, and management of retail and institutional investment funds in the UK, Ireland, Luxembourg, and Jersey. These include UCITS, hedge funds, private funds, investment trusts, real estate funds, segregated institutional portfolios, and exchange traded funds. She has worked on a wide variety of transactions involving investment managers, brokers, custodians, fund service providers, and operating platforms.

Ms. Moran’s extensive regulatory experience includes having participated on the EU Commission working groups responsible for formulating proposals to change UCITS legislation as well as representing numerous financial institutions on sensitive issues involving EU regulators in both contentious and non-contentious matters.


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