Samantha Coghlan

Feb 1, 2024 | jdsupra.com | Glynn Barwick |Samantha Coghlan |Justin Cornelius

Welcome to the first edition of our Horizon Scan for 2024: key recent and expected funds, regulatory and tax developments to look out for. As before, we focus on the most important developments and changes that we expect to be of interest to those in the private funds and investment management sectors. Please see full publication below for more information.  Download PDF

Jul 6, 2023 | mondaq.com | Justin Cornelius |Samantha Coghlan |Andrew Henderson |Bhargavi Mudakavi

Following its August 2022 consultation on the broader retail distribution of interests in a Long Term Asset Fund (LTAF), the FCA published its Policy Statement PS23/7 including final Handbook rules on 29 June 2023. These changes take effect straight away on 3 July 2023 (and for the existing handful of LTAFs, there is a 12 month transitional period which will require compliance by 3 July 2024, or sooner if fund documents are updated).

Jul 5, 2023 | jdsupra.com | Glynn Barwick |Samantha Coghlan |Justin Cornelius

Following its August 2022 consultation on the broader retail distribution of interests in a Long Term Asset Fund (LTAF), the FCA published its Policy Statement PS23/7 including final Handbook rules on 29 June 2023. These changes take effect straight away on 3 July 2023 (and for the existing handful of LTAFs, there is a 12 month transitional period which will require compliance by 3 July 2024, or sooner if fund documents are updated).