How to set up a UCITS Management Company in Ireland
For further information on any of the issues discussed in this publication please contact the related contact(s) on this page.
EU Law provides that an entity which manages an EU based Undertaking for Collective Investment in Transferable Securities (UCITS) and, with some exceptions1, an EU based alternative investment fund (AIF), requires an authorisation to do so.
Equally an entity that seeks to market an AIF within the EU requires authorisation to do so.
In this “How to” guide, we aim to give you an overview of what a UCITS ManCo and/or AIFM can do, who can be a UCITS ManCo and/or AIFM, and of the applicable Irish regulatory regime.
This guide will be of particular relevance for fund promoters looking to:
set up or manage a UCITS or AIF in Europe for the first time; or
find a suitable EU jurisdiction from which to co-ordinate EU wide fund management activities; or
compare stand-alone UCITS or AIF options against third party UCITS or AIF platform options.
Footnote:
1 Regulation 4 of the European Union (Alternative Investment Fund Managers) Regulations, 2013 (AIFMD Regulations)
DISCLAIMER: This document is for information purposes only and does not purport to represent legal advice. If you have any queries or would like further information relating to any of the above matters, please refer to the contacts above or your usual contact in Dillon Eustace.
Copyright Notice: © 2024 Dillon Eustace LLP. All rights reserved.
)
)
)
)
)
)
)
)
)
)
)