MIFID / AIFMD / UCITS - DMS can help U.S. Managers navigate Europe

MIFID / AIFMD / UCITS – DMS can help U.S. Managers navigate Europe

David Morrissey, a senior member of the DMS European team, is currently visiting our New York office and will be here for the next two months as a result of the exceptional demand for our three core European services:

  • MiFID services
  • AIFMD services
  • UCITS services

Please let David know if you would like to be part of the workshops / meetings he will be holding regularly over the coming months, alongside Daniel Forbes, DMS New York.

Current subjects of particular interest for U.S. managers are:

  • Identifying MiFID 2 impact on their business, and finding solutions, including:
    • Regulatory Hosting – allowing access to European Managed Accounts
    • Transaction Reporting
    • Product Governance and Distribution
    • Research Payment Accounts
    • Others, including support for trade reporting, best execution and commodity derivatives reporting
  • Navigating AIFMD & UCITS, including:
    • Identifying target investor countries & segments for each strategy type
    • Understanding the product type most accepted by European investors
    • Understanding if Private Placement is a viable route to market
    • Understanding how to efficiently structure the product
    • Dealing with the upcoming CP86 changes to the Governance regime in Ireland
    • In addition, DMS is uniquely positioned to assist U.S. investment managers who are currently considering their current and post Brexit options.

Please email David below to connect:

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