Contact 2026-03-12 – See also page: Where to find us If your request concerns FCPI or FIP fund units issued by management companies taken over from RBC IS, please contact: caceis-bo-peres@caceis.com. If your query is related to your UPTEVIA Shareholder service (personal investor account management, selling your stock options…), please contact: ct-contact@uptevia.com. CACEIS Contact FormFrance…
PRIIPS (Packaged Retail Investment and Insurance-based Products) 2026-03-02 – July 2012 European Commission proposal for a European regulation on key information documents for investment products. 26 November 2014 Adoption of the PRIIPs Regulation by the Council and the European Parliament. 1 September 2016 Rejection of the le...
MMF (Money Market Funds) 2026-03-02 – 20 July 2017 ENTRY INTO FORCE - Regulation (EU) n° 2017/1131 of 14 June 2017 on money market funds entered into force Regulation (EU) 2017/1131 of the European Parliament and of the Council of 14 June 2017 21 July 2018 IMPLEMENTATION - Regulation (EU...
MiFID / MiFIR (Market in Financial Instrument Directive / Regulation) 2026-03-02 – 20 October 2011 REVISION OF MIFID I - European Commission's legislative proposal amending the MiFID directive is adopted 12 June 2014 PUBLICATION OF MIF II - MiFID II and MiFIR are published in the Official Journal of the European Union 3 July 2017 T...
EMIR (European Market Infrastructure Regulation) 2026-03-02 – 27 July 2012 Final text published in the OJEC 12 February 2014 Trade Repository reporting obligation entered into force 29 January 2015 RTS published by ESMA June 2016 to March 2017 Start of clearing obligation on IRS (for financial counterparties wi...
ELTIF (European Long-Term Investment Fund) 2026-03-02 – 26 june 2013 European Commission's ELTIF regulation proposal established 17 april 2014 ELTIF regulation voted in the European Parliament plenary session 20 april 2015 ELTIF regulation adopted by the Council 29 april 2015 ELTIF regulation published in...
BREXIT & Asset Management 2026-03-02 – 23 June 2016 Referendum – 51.9% of votes in favour of Brexit 19 June 2017 Start of formal negotiations between the EU and the United Kingdom 15 January 2019 Rejection of the withdrawal agreement by the British Parliament, followed by successive postp...