Practice Area Articles
IFPC Client Alert AIFMD Refresher Series
May 17, 2024
By Zach Milloy& Ruth Knox
AIFMD Refresher: Regulatory Reporting under Article 24
February 28, 2024
The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarizes one of the key AIFMD ongoing requirements that both EU and non-EU alternative investment fund managers must comply with for each fund marketed in the European Union and the United Kingdom. As most sponsors are aware, the AIFMD includes ongoing compliance requirements, including ongoing reporting to regulators and investors, post-deal notifications to EU and UK regulators, and ongoing ESG reporting – this article focuses on regulatory reporting under Article 24 of the AIFMD.
By Zach Milloy
Click here for a PDF of the full text
AIFMD Refresher: The AIFMD Compliant Annual Report
March 05, 2024
The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarizes one of the key AIFMD ongoing requirements that both EU and non-EU alternative investment fund managers must comply with for each fund marketed in the European Union and the United Kingdom. As most sponsors are aware, the AIFMD includes ongoing compliance requirements, including reporting to regulators and investors, post-deal notifications to EU and UK regulators and ESG investor reporting – this article focusses on the AIFMD-compliant annual report under Article 22 of the AIFMD.
By Zach Milloy
Click here for a PDF of the full text
AIFMD Refresher: Deal Notifications & Anti-Asset Stripping Rules
March 12, 2024
The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarises one of the key AIFMD ongoing requirements that both EU and non-EU alternative investment fund managers must comply with for each fund marketed in the European Union and the United Kingdom. As most sponsors are aware, the AIFMD includes ongoing compliance requirements, including reporting to regulators and investors, post-deal notifications to EU and UK regulators and ESG investor reporting – this article focusses on the portfolio company and anti-asset stripping rules under Article 26-30 of the AIFMD.
By Zach Milloy
Click here for a PDF of the full text
AIFMD Refresher: ESG & the Sustainable Finance Disclosure Regulation (“SFDR”)
March 19, 2024
The AIFMD contains numerous ongoing obligations that apply to sponsors and funds long after fundraising has completed. As part of our AIFMD refresher series, this article summarises one of the key AIFMD ongoing requirements that both EU and non-EU alternative investment fund managers must comply with for each fund marketed in the European Union and the United Kingdom. As most sponsors are aware, the AIFMD includes ongoing compliance requirements, including ongoing reporting to regulators and investors, post-deal notifications to EU and UK regulators and ongoing ESG investor reporting – this article focusses on the ESG disclosures and reporting required under the Sustainable Finance Disclosure Regulation (“SFDR”).
By Zach Milloy and Ruth Knox
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