PSAN (Prestataire de Service sur Actifs Numériques) / MiCA (Market in Crypto Assets) 2026-05-20 – 22 May 2019 Entry into force of the PACTE law and the status of PSAN 24 September 2020 Proposal of the MiCA regulation by the European Commission 5 October 2022 Publication of the agreement between the European Parliament and the European Council on ...
Private Equity: The PERES business line celebrates 10 years of success 2024-10-09 – With 750 expert staff across 14 countries, PERES is a European market leader, taking the No. 1 spot in France and Luxembourg in terms of custody, and ranking among the top 5 groups in 6 other key European jurisdictions, with almost €630bn under depositary and over €300bn under administration.
Private Equity Real Estate Solutions 2026-05-20 – A client-oriented organisation delivering operational excellence CACEIS Private Equity Real Estate Solutions (PERES) With a long term commitment to the private capital industry leaders in the largest European private markets, PERES business line is a...
Private Debt: a fast-growing asset class 2025-09-29 – Private debt is by far the fastest growing alternatives sector, leaping to the forefront in both the US and Europe fuelled by macro-economic factors, regulatory initiatives and enterprising asset managers.
PRIIPS (Packaged Retail Investment and Insurance-based Products) 2026-05-20 – 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...
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.
Preparando T+1 en Europa: ¿un camino tortuoso o una oportunidad en el camino? 2024-09-25 – Dado que Estados Unidos y otros países de América del Norte y del Sur han reducido su ciclo de liquidación de operaciones bursátiles, los países europeos (UE, Reino Unido y Suiza) se ven presionados para seguir su ejemplo. El paso parece inevitable dada la fuerte implicación de los legisladores de la Unión Europea.
Premium Client Solutions 2026-05-20 – The Crédit Agricole Group, through its subsidiaries CACEIS, Crédit Agricole CIB, Indosuez Wealth Management and Azqore (formerly CA Private Banking Services), provides integrated advisory, financing, investment solutions and asset servicing brought t...
