Statements (35)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
investment fund framework
|
| gptkbp:allows |
cross-border marketing
retail investor participation |
| gptkbp:appliesTo |
mutual funds
exchange-traded funds |
| gptkbp:contrastsWith |
AIFMD
|
| gptkbp:establishedIn |
1985
|
| gptkbp:governedBy |
UCITS Directive
|
| https://www.w3.org/2000/01/rdf-schema#label |
UCITS
|
| gptkbp:oversees |
national competent authorities
|
| gptkbp:passporting |
gptkb:European_Economic_Area
|
| gptkbp:popularFor |
gptkb:Asia
gptkb:Europe gptkb:Latin_America |
| gptkbp:purpose |
protect investors
facilitate cross-border fund sales |
| gptkbp:recognizedBy |
many non-EU countries
|
| gptkbp:regulates |
gptkb:European_Union
|
| gptkbp:requires |
risk management
investor protection liquidity transparency diversification of assets |
| gptkbp:standsFor |
Undertakings for Collective Investment in Transferable Securities
|
| gptkbp:subject |
disclosure requirements
liquidity requirements leverage limits risk-spreading rules strict investment restrictions |
| gptkbp:updated |
UCITS II Directive
UCITS III Directive UCITS IV Directive UCITS V Directive |
| gptkbp:bfsParent |
gptkb:UK_Financial_Services_Authority
|
| gptkbp:bfsLayer |
6
|