Home
Forms Library
UCITS authorised in another Member State intending to market units - centralbank

UCITS authorised in another Member State intending to market units - centralbank 2025

UCITS authorised in another Member State intending to market units - centralbank Preview on Page 1

Show details

4 out of 5

37 votes

The document outlines the regulations and requirements for marketing UCITS (Undertakings for Collective Investment in Transferable Securities) units in Ireland, as mandated by the UCITS Directive. It details the responsibilities of the Central Bank of Ireland as the competent authority, advertising standards that must be adhered to, and necessary documentation for cross-border marketing. Key aspects include guidelines on marketing communications, investor protections, and procedures for notifying changes to marketing arrangements.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to edit UCITS authorised in another Member State intending to market units - centralbank in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling documents with our extensive and intuitive PDF editor is easy. Follow the instructions below to fill out UCITS authorised in another Member State intending to market units - centralbank online easily and quickly:

Sign in to your account. Log in with your credentials or register a free account to try the product before choosing the subscription.
Upload a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit UCITS authorised in another Member State intending to market units - centralbank. Easily add and underline text, insert pictures, checkmarks, and signs, drop new fillable areas, and rearrange or remove pages from your document.
Get the UCITS authorised in another Member State intending to market units - centralbank accomplished. Download your updated document, export it to the cloud, print it from the editor, or share it with other people using a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to quickly handle your paperwork online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the rule for UCITS compliant?

A UCITS ETF is an exchange traded fund that follows a system of safety measures in ance with UCITS regulations. This means that its holdings must be diversified, with no single holding above 10% of the funds net asset value (NAV).

What is Regulation 26 2 of the Central Bank UCITS regulations?

Regulation 26(2) of the Central Bank UCITS Regulations provides that a responsible person shall ensure that all share classes within the UCITS or sub-funds thereof have the same dealing procedures and frequencies.

What is the 30 rule for UCITS?

Investments made in units of collective investment undertakings other than UCITS shall not exceed, in aggregate, 30 % of the assets of the UCITS.

What is Regulation 85 3 of the Central Bank UCITS regulations?

Regulation 85(3) of the Central Bank UCITS Regulations requires the prospectus, key investor information document and marketing communications of a UCITS ETF to disclose the policy regarding portfolio transparency including where information on the portfolio may be obtained.

What are the UCITS regulations?

UCITS stands for Undertakings for the Collective Investment in Transferable Securities. It is a regulatory framework that allows for the sale of cross-boundary mutual funds for EU member states. UCITS were created so that retail investors have transparent, regulated, and cross-border investment opportunities.

What is the 25 rule for UCITS?

More specifically, the changes mean that the 25% maximum limit under the concentration rule will apply to each individual sub-fund in an umbrella. This will consequently allow managers greater investment flexibility where managing a range of UK UCITS schemes organised as sub-funds within an umbrella.

What is an UCITS attestation?

If a UCITS established in another Member State proposes to market its units in Ireland, the UCITS must ensure that its home state competent authority provides the Central Bank the documentation specified in Article 93 of the UCITS Directive as well as an attestation certifying that the UCITS complies with the

UCITS authorised in another Member State intending to market units - centralbank 2025

Here's how it works