Funds Bulletin February 2017

Insights

Funds Bulletin 

February 2017

The Deloitte Funds Bulletin delivers you our latest updates and insights on industry developments. We hope you find this edition useful and please contact us if you have any queries.

Link'n Learn session on Fintech and disruptive technologies in asset management

Agenda: 

  • Our World - A situation analysis of the industry now and in the future
  • The customers customer – New behaviours and approaches
  • Game changers – mega trends
     - Blockchain
     - Robotic Process Automation (RPA)
     - Advanced analytics
  • Unlocking future success

Speakers:

Cormac Dinan, Director, Financial Services Consulting , Ireland
Cillian Leonowicz, Senior Manager, Financial Services Consulting, Ireland

Fund Management Companies Guidance (CP86) - Supervisibility

Following the publication of the final Fund Management Companies Guidance (‘CP86’) by the Central Bank of Ireland (“CBI”) we look at what it means to be “supervisable” in the eyes of the CBI. The conclusion and release of CP86 reflects the CBI’s commitment to supporting the supervisory framework for the effective governance of fund management companies. CP86 in its entirety covers the areas of delegate oversight, organisational effectiveness, directors’ time commitments, managerial functions, operational issues and procedural matters.

ETF themes in governance

As we enter an era of uncertainly in the geo-political and economic landscape, one thing that is certain is that governance will remain an area of focus in the investment funds industry. Good governance is critical to the efficient and effective operation of capital markets.

Key areas covered are:

  1. New waves of regulation
  2. Effectively understanding and overseeing risk
  3. Evolving Board responsibilities
  4. Enhanced accountability

BREXIT and the Transfer Agent

With so much speculation on the potential impact of a UK exit from the EU, and so many potential outcomes, it is difficult to navigate the sea of ‘what-ifs’. This is certainly true for Transfer Agents in Ireland who provide services to a range of fund and investor domiciles, and for which there are a set of what-if’s that could have potential significant impact.

Revenue eBrief No. 10/17: Irish Real Estate Fund declarations

Irish Real Estate Fund declarations - has been published on the Revenue website.

For more information on how this could affect you, please contact Deloitte directly.

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