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Our UCITS services offering

Our value proposition can be summarised around four axes:

Our UCITS service offering

To help you facing the UCITS V challenges and realise the given opportunities, Deloitte offers different packages of services which you can chose on a bundled or unbundled basis.

Product and servicing strategy

  • With our extensive experience in UCITS regulatory compliance, Deloitte is the right partner to help you defining your new Target Operating Model.
  • Deloitte can also assist you to review your UCITS product and service strategic offering.

Regulatory watch and health check

Deloitte’s UCITS compliance hotline can answer all your questions regarding the new regulatory framework. We can also help you enhance your regulatory awareness through tailored training sessions or workshops. To comply with the regulatory changes, we believe the time is right to perform a gap analysis of the depository controls framework. Deloitte has become a specialist on depositary health checks and implementation roadmap definition.

Implementation and ad-hoc advisory

After definition of your new model, Deloitte can further offer assistance in the implementation of the new controls framework or new operating  model. Deloitte’s proven project and change management methodologies can support you during the entire UCITS V compliance project, including the review of remuneration and sanctions monitoring policies.

Contacts

  • Vincent Gouverneur
    Partner - EMEA Investment Management Leader
  • Johnny Yip
    Partner - Investment Funds & Hedge Funds Leader
  • Lou Kiesch
    Partner - Regulatory Consulting
  • Benjamin Collette
    Partner - Strategy & Corporate Finance Leader
  • Simon Ramos
    Directeur - Regulatory Consulting

Focus on

  • The changing role of custodian banks
    There has been much public debate around initiatives aimed at reforming the European internal market and the global arrangements in the wake of the financial crisis.
  • EMEA Centre for Regulatory Strategy - European Commission proposals on a Revision of the UCITS V
    European Commission proposals on a revision of the Undertaking for Collective Investment in Transferable Securities. Key changes and impact on firms.

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