The SEC confirms increased industry scrutiny for private funds

In his November 2021 speech, the US Securities and Exchange Commission (SEC) Chair Gary Gensler signaled increased SEC scrutiny of…
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CIMA – Cayman Directors’ renewal payments: Deadline 15 January 2022

2022 renewal fees for Directors who are currently registered with the Cayman Islands Monetary Authority (CIMA) must be paid by…
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Cross Border Distribution Framework: ESMA Communication Guidelines

In July 2018, the EU began discussing a series of measures intended to reduce regulatory barriers in the marketing and…
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Recent developments on moving from UCITS KIIDs to PRIIPs KIDs

Following on from our communication in September 2021 that outlined the upcoming requirements for PRIIP KIDs and how Waystone can…
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Waystone is pleased to support the Green Team Network

See our Green Pledge below from our COO Paul Cahill:
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Latest SEC observations on fixed income principal and cross trades

Background on SEC cross trades risk alert In July 2021, the SEC’s Division of Examinations issued a risk alert on…
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The benefits of Open-Ended Investment Companies (OEICs) For Ultra High Net Worth Investors (UHNWIs)

Open Ended Investment Companies (OEICs) can offer a flexible investment vehicle which Ultra High Net Worth Individuals (UHNWI) may wish…
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Disclosure requirements - Taxonomy Regulation

We would like to inform you that the Taxonomy Regulation (EU) 2020/852 (“Taxonomy Regulation”), which supplements the SFDR Regulation (EU)…
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Setting up a Singapore Variable Capital Company (VCC) - what are the benefits?

The Singapore Variable Capital Company (VCC) launched on 15 January, 2020 and as of 11 November 2020, over 163 VCCs…
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CIMA - Private Funds FAR filing extension & new RFE Form

On 30 August 2021, the Cayman Islands Monetary Authority (CIMA) issued a notice and made available the Private Funds Related…
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Waystone Investment Solutions’ Tosca UCITS Fund grows from $10M to $125M in Q3 of 2021

Waystone Investment Solutions is pleased to have assisted its client, Tosca UCITS Fund by helping them reach an asset raising…
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FinSA requirements – end of year deadline approaching

The Swiss Financial Services Act (FinSA) came into force on 1 January 2020, changing the regulatory requirements for offering investment…
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Filing of CRS compliance forms - deadline fast approaching

The deadline for filing CRS Compliance Forms for 2019 and 2020 with the Cayman Islands Department for International Tax Cooperation…
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The challenge of moving from UCITS KIIDs to PRIIPS KIDs

How Waystone can help navigate these challenges
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The EU clarifies the application of SFDR disclosures

The European Securities and Market Authority (ESMA) has issued a set of Q&As in order to clarify the application of…
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Private funds – Fund Annual Return (FAR) requirements

Filing requirements for Cayman Private Funds Operators of private funds are responsible for completing and submitting the Fund Annual Return…
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Independent Director Services

Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Waystone offers high-quality,…
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Cayman Economic Substance regime expands to include partnerships

The International Tax Cooperation (Economic Substance) Act (2018) introduced the requirement for “relevant entities” domiciled or registered in the Cayman…
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