"Success happens when preparation meets opportunity"
UCITS FUNDS
UCITS is a streamlined regulatory system for investment funds in Ireland, ensuring top-tier investor security
At ECM, we specialize in providing comprehensive services tailored to meet the needs of AIFMD regulated platforms, UCITS funds, SICAV/QIAIF fund service providers, and investment platforms catering to onshore investors.
Our expertise encompasses a wide array of solutions designed to support these entities in navigating the complex regulatory landscape and achieving their financial objectives.
Our team services in Ireland include >
-
Fund administrators that provide services – such as transfer agency, net asset valuations and fund accounting to Irish domiciled funds and non-Irish domiciled funds including UCITS and alternative investment funds (AIFs).
-
UCITS management companies the regular business of which is collective portfolio management of funds and which are engaged in the management of UCITS and other collective investment schemes and which may be authorised to provide additional investment services.
-
Self-managed investment companies (SMICs) or internally managed AIFs – authorised corporate funds which have not appointed an external management company and which themselves comply with applicable provisions set down in the UCITS Regulations or AIFMD as applicable in relation to capital requirements.
-
Our ECM sales team will be your distribution team here to raise capital for your UCITS fund with a focus on London, Geneva and Zurich for investors.
UCITS funds provide a cost
effective and less risky way to access this regulated trend, for global fund managers in Europe and Switzerland
UCITS are acceptable as “sell-able” in over 70 countries worldwide vs. the ’40 Act funds’ limitation to the US market only.
Granted, there are jurisdiction registration requirements in each country, but the UCITS is still a single fund and the national “wrappers” are significantly easier to create than de novo funds per jurisdiction.
UCITS (Undertakings for Collective Investment in Transferable Securities) is a regulatory framework established by the European Commission for managing and selling mutual funds.
UCITS funds are similar to mutual funds in the U.S. They allow for cross-border investment opportunities within the European Union (EU) using unified regulatory and investor protection requirements. These funds are designed with retail investors in mind, and give them in many cases T+3 (three days liquidity) to exit their investment.
UCITS funds are perceived as safe and well-regulated investments. They are popular in Europe, South America, and Asia. The European Commission provides guidance to ensure their availability and safety for EU citizens.
UCITS funds can be registered and sold in any EU country. Buyers from around the world can invest in EU UCITS funds if allowed by their country’s securities laws.
ECM/ UCITS funds offer fund managers the opportunity to diversify globally, access a broader investor base, and navigate global markets more effectively.
The rise in global private wealth, especially post-financial downturns, has prompted investors to seek secure and diversified investment alternatives.
Our team have the expertise to transform your flagship fund into a sub-fund in Ireland, that mirrors your fund management, regardless of your fund's location globally.
We can also formulate and implement a ECM/ distribution strategy to attract capital for your new or existing onshore fund.
Please get in touch with our team, and allow us approximately 90 days to establish and launch your new UCITS fund in Ireland.
"UCITS allows for the sale of cross-boundary mutual funds for EU member states."