UK Pension schemes 2026-05-20 – The Future of Pensions Administration Centre of Excellence for Pensions Flexible thinking We recognise that each pension scheme has their unique set of needs. Flexibility lies at the core our Centre of Excellence for Pensions. Modular approach Pensio...
UCITS V (Undertakings for Collective Investment in Transferable Securities) 2026-05-20 – November 2012 Presentation of the UCITS V project to the European Parliament 28 August 2014 Publication in the OJUE of the UCITS V Directive 17 September 2014 UCITS V Directive entered into force 28 November 2014 Publication of the ESMA "Technical Ad...
Transforming together 2024-01-08 – Joe Saliba, CACEIS’ deputy chief executive, talks to Bob Currie about the bank’s commitment to being an asset servicing leader in Europe, the expansion of its global coverage and why he is returning to London to guide their UK expansion.
Transfer agency services – a business on its own that requires a high level of expertise 2024-10-02 – In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping and settlement agent services. Handling such a broad range of fund types and a plethora of investment rules, all within a highly-complex distribution chain, the TA provides essential support to fund promoters who distribute their funds around the world.
TOKENISATION 2025-09-18 – Major industry survey guages the state of planning for digital assets across Europe
TNFD: The challenging and critical path ahead 2023-04-17 – The publication of the final draft of the Task Force for Nature Related Disclosures (TNFD) brings us closer to the challenges of managing nature-related risks, but also presents multiple challenges for asset managers and owners, writes Scott Foster, head of digital & governance solutions, UK, CACEIS.