Preparing for SDR and fund labels 2024-02-15 – In November last year, the Financial Conduct Authority (FCA) published their policy statement on SDR, including proposals for sustainability linked investment labels, which will take effect in July 2024. The scope of the new labelling rules apply to UK collective asset management firms (UCITS managers and AIFMS) that manage UK-domiciled funds in the first instance.
January 2024 2024-02-14 – CACEIS Regulatory Watch Newsletter
CNP Assurances renews mandate with CACEIS 2024-02-12 – Following a call for tenders, CNP Assurances has renewed its mandate with CACEIS, the front-running European asset servicing group. CNP Assurances is a leading player in personal and property insurance in France, Europe and Brazil, and has renewed its servicing mandate with CACEIS for the next five years. The mandate covers custody services for around €260 billion in assets, as well as…
Editorial CACEIS News no. 74 - January 2024 2024-01-19 – 2023 was definitely a very memorable year in CACEIS’ history. The takeover of RBC Investor Services' European operations was a major strategic development for our Group, massively increasing the scope of our activity, both in terms of our industry expertise and our international footprint which now covers eighteen countries across four continents.
CACEIS reworks commercial set-up to further improve client servicing 2024-01-16 – Integrating RBC IS's European activities is a major project for CACEIS, extending the international scope of our network to 18 markets. Our group is making significant changes to the way our governance and client servicing organisation is set up in order to better suit the larger scope of our business and ensure ongoing client servicing excellence.
CACEIS’ Market Solutions offer provides secure access to financial markets 2024-01-15 – As the entry point to CACEIS’ Execution-to-Custody model, Market Solutions provides a comprehensive multi-asset, multi-market offer that is fully integrated with the group’s custody, administration and depositary services. Since late 2023, operations and sales are centralised within a single Business Line to better coordinate client servicing.
