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).

May 25, 2023 | goodwinlaw.com | Samantha Coghlan

The Real Estate Investment Funds team advised Urban Partners’ Northern European real estate business NREP on closing of NREP Nordic Strategies Fund V SCSp which has raised in excess of €3.6 billion, making it the largest European focused value-add real estate fund to date, thanks to NREP’s proven strategies, pipeline, geographical focus and ESG leadership.

Mar 15, 2023 | jdsupra.com | Glynn Barwick |Samantha Coghlan |Justin Cornelius

The UK Financial Conduct Authority (FCA) has just announced its first authorisation of a Long Term Asset Fund (LTAF). We have written about the FCA’s increased focus on continuing access by retail investors to wholesale or private funds, whilst ensuring that managers have proper regard for the vulnerability of those investors.