UCITS Guidelines
- 2012/197 – Guidelines on risk measurement and the calculation of global exposure for certain types of structured UCITS
- 2012/832 – Guidelines on ETFs and other UCITS issues
- 2012/722 – Guidelines on repurchase and reverse repurchase agreements
- 2016/602 – Guidelines on ETFs and other UCITS issues – Compliance Table
- 10-788 – Guidelines on Risk Measurement and the Calculation of Global Exposure and Counterparty Risk for UCITS
- 07-044 – Guidelines concerning eligible assets for investment by UCITS
- 07-044b – Guidelines concerning eligible assets for investment by UCITS
- 07-434 – Guidelines on the classification of hedge fund indices as financial indices
- 2016/575 – Guidelines on sound remuneration policies under the UCITS Directive
- 2016/ 411 – Guidelines on sound remuneration policies under the UCITS Directive and AIFMD
UCITS Directives
- Consolidated UCITS Directive 2009/65/EC – UCITS IV
- EC 11/04/08 – Physical short selling in the context of the UCITS Directive
- Directive 2014/91/EU – UCITS V
- Directive 2010/43/EU – Organisational requirements, conflicts of interest, conduct of business, risk management and content of the agreement between a depositary and a management company
- Directive 2010/42/EU – concerning fund mergers, master-feeder structures and notification procedure
Commission Regulation
Opinions
- Asset segregation and application of depositary delegation rules to CSDs
- 09-178 – Risk management principles for UCITS
- Letter to European Commission, European Council and European Parliament on the Proportionality principle and remuneration rules in the financial sector
- ESMA34-43-296 – Opinion on UCITS Share Classes
Questions and Answers