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Financial services publications

Financial services - publications gallery

A complete list of our international financial services reports, guides and publications available to download, view and share.

Asset Management

Sharing our knowledge - Asset Management client training menu

Asset management is a complex subject touching on a range of different aspects including financial regulation, tax, HR and IT. To ensure your staff remain on top of the latest regulations and developments in each area, it is vital that they undergo regular training. This menu highlights the courses we can deliver on your behalf.

Banking and Finance

Driving the big deals - Our international Banking and Finance team

The Eversheds Sutherland Finance team acts as both a trusted legal adviser and strategic business partner. Our international network of lawyers have a wealth of industry-specific experience and deep understanding of today’s business environment offering a critical competitive advantage when structuring and negotiating deals.

Protecting your interests - A guide to taking security in 21 countries worldwide

Pillars of strength - Our overseas banking experience


View our Brexit hub

Brexit: Implications for Financial Services videos

Following the referendum vote to leave the EU, this series of videos explores the legal and practical ramifications of this decision.

Cannabis industry

The global picture - Investment in recreational cannabis heat map

Helping your business grow - An experienced legal partner for the cannabis industry


Making it plain sailing: we can help you navigate through the end of IBORs

Delivering on margin: how to satisfy the initial margin requirements

View our guide here

ESG (Environmental, Social, Governance factors)

SFDR and EU Electronic Bundle

Keep up to date with the latest regulations in our SFDR and EU Electronic Bundle.

ESG Timeline

Keep up to date with all past and future changes to ESG regulations, updates and more.

View our timeline here

Financial Institutions

Connected globally, committed locally - Financial Institutions sector

Financial institutions operate against a backdrop of an ever changing regulatory landscape, global economic uncertainty and new market entrants. A co-ordinated global response to changing market conditions and regulatory requirements is at the heart of most firm’s business plans.


Making our connections - Our digital FS and Fintech capability


EEA access tracker for non-EEA financial services firms

To help financial services firms based outside of the European Economic Area (EEA) navigate the myriad of regimes, we have created this high level guide on the key issues across the EU and EEA member states.

A world of opportunities - Our global funds practice

Our team has been at the forefront of regulatory interpretation and product development for the fund management industry since the 1980s. We advise on all types of fund structures and prepare all documentation necessary to achieve a successful fund launch.

Thinking big - Our global hedge fund offering

The Eversheds Sutherland Asset Management and Regulatory practice is truly global.

Marketing of funds into the United Kingdom after Exit Day

UK Temporary Permissions Regime (“TPR”)

Helping your business grow - A summary of the legal position of Cannabis Funds

FundsNet and RegNet

FundsNet: our global solution for the passporting, private placement and distribution of funds

Global fund registration brings with it associated business and regulatory risks. Addressing these issues, quality control and maximizing your business opportunities are some of the principal challenges you face. Understanding and managing these are central to your success.

RegNet - A complete solution for the global coordination of regulatory advice

International Regulatory Net (or RegNet) provides a coordinated service that enables you to comply with regulatory obligations globally. Businesses of all kinds find it increasingly challenging to cope with the flood of new, complex regulation and changes in the way in which it is enforced.

General Counsel

General Counsel Career Track - An Eversheds Sutherland research report

In the last twenty years the role of General Counsel has become more prevalent and at the same time, it has increased in influence and scope.


Looking our for investors - Our experienced global team


Mapping the regulations - MiFID maps

Our MiFID Maps tool is designed to help with MiFID II implementation and can be used in conjunction with the MiFID II gap analysis and project implementation tools which we offer.

Supporting change - Our four pillar approach to MiFID II

We offer a unique “one stop” combined approach to regulatory change projects. Eversheds Sutherland’s Financial Services Consulting includes experienced compliance and regulatory professionals, who have significant consulting experience across different businesses.

Helping you stay in tune with the law - MiFID II EU implementation tracker

Our MiFID II EU implementation tracker is designed to help keep you up to date on the status of the transposition of the MiFID II Directive (2014/65/EU) and MiFIR (Regulation 600/2014), across Europe.

Measuring your approach - MiFID II implementation series

Paper 1 - Measuring your approach. Implementing the MiFID II Research Payment Rules

Paper 2 - Measuring your approach. Implementing Transaction Reporting for MiFID II

Paper 3 - Measuring your approach. Implementing the MiFID II Product Governance and Distributor Governance Rules

Paper 4 - Measuring your approach - MiFID II Best Execution

Payment Services

Market leading advice - Payment Systems and Digital Commerce

Eversheds Sutherland’s Payment Systems and Digital Commerce Group has extensive experience advising clients on payment systems, products and services and digital and mobile commerce solutions. Our deep industry knowledge enables us to guide clients through the complex interplay of business trends, technological developments, and a rapidly changing legal and regulatory landscape.

Helping you direct your PSD2 projects - Payment services training

We are delighted to be able to contribute to your legal, compliance and risk management training for payment services. We see the delivery of high quality training as an important part of adding value to our client relationships. This brochure provides details of the training available from our payment services experts and lists training which Eversheds Sutherland can deliver to you on an individual client basis.

Private Placement

Private placement heat map - Marketing to institutional investors

A heatmap of over 100 countries showing the level of ease to market by way of private placement.

Regulatory calendar

Dates to watch out for - Financial Services regulatory calendar 2023

The Eversheds Sutherland regulatory calendar for Financial Services take a look at the known and expected legal developments relevant to our clients in 2023.


You’re only as strong as your weakest link - Insulating your supply chain from failure risk

Eversheds Sutherland has a wealth of experience in dealing with supply chain issues across the spectrum of sectors including Aerospace, Automotive, Construction, Education, Energy & Infrastructure, Financial Institutions, Food & Beverage, Health & Life Sciences, Leisure & Hospitality, Procurement, Public Sector, Retail and Technology & Telecoms.


Pointing you in the right direction - The Senior Managers and Certification Regime Toolkit

Our SMCR Toolkit for authorised firms falling under the extended regime, has been designed by a combination of our consultants, financial services lawyers and HR professionals and is packed with helpful material so that you can meet regulatory expectations cost effectively.

Focus on individual accountability - The Senior Managers and Certification Regime (SMCR)

We have been working extensively with banks in the UK and overseas and building societies and insurance firms throughout the UK supporting them on their SMR implementation projects. Our combined legal and consulting offering ensures you have support and advice to cover all aspects of the implementation.

Helping you naviagte your responsibilities - The extended Senior Managers and Certification Regime

The Senior Managers Regime (SMR) started on 7 March 2016. It focuses on the most senior individuals in firms who hold key roles or have overall responsibility for whole areas of relevant firms.

Senior Managers and Certification Regime Project - the first 100 days

We are able to provide an “outsourced” approach to your entire SMCR project, working closely with your project sponsors or provide specific bespoke support, such as reviews of the responsibility map you will be creating.

Other publication galleries


Thinking ahead - The implications of Brexit for asset managers

See the complete list of our international Commercial law guides and publications available to download.

Competition, EU and Trade law

Thinking ahead - The implications of Brexit for asset managers

See the complete list of our international Competition, EU and Trade law guides and publications available to download.

Corporate Secretarial Services publications

Thinking ahead - The implications of Brexit for asset managers

See the complete list of our international CSS guides and publications available to download.


See the complete list of our international Tax guides and publications available to download.