Overseas Fund Regime Q&A
Ensure compliance and avoid disruptions to your UK fund distribution
EXECUTIVE SUMMARY
Essential OFR Insights: A Guide for Fund Managers
With the Overseas Fund Regime (OFR) well underway, compliance is more important than ever. To support fund managers and ManCos in navigating this evolving regulatory landscape, we've compiled a comprehensive Q&A guide from our recent OFR webinar, addressing key industry questions.
Download the Q&A below and let us know if you have additional questions.
-
Marketing materials
The approval process for marketing materials
-
Share class registration
Requirements for share class registration under OFR
-
Application deadlines
What happens if funds miss their OFR application deadlines
-
Post-OFR approval
Treatment of new share classes post-OFR approval
-
FCA permissions
FCA permissions and compliance best practices
RELATED INSIGHTS
What we think
Stay better connected and better informed...
