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Workshop on Implementation of UCITS IV Directive

A workshop entitled “Implementation of the UCITS IV Directive in Light of the Amendment of the Investment Funds Act and Executive Regulations under the Act” will be held on 4–5 December 2012 at the Hyatt Regency Hotel in Warsaw. The organizer of the event is MM Conferences.

The event will cover the following issues:

  • legal regulations for investment funds
  • risk management under the UCITS IV Directive (2009/65/EC on Undertakings for Collective Investment in Transferable Securities)
  • risk calculation for Key Investor Information Documents
  • the system for oversight of legal compliance of investment fund activities
  • new guidelines for agreements concluded by investment funds
  • records of transactions by investment funds.

The workshop is designed for representatives of investment funds, supervision inspectors, and customers of investment funds, as well as organizations of funds, units managing funds, and staff of risk, compliance and legal departments.

Our law firm will be represented by Dr Krzysztof Haładyj, an attorney at law in the Banking and Finance team, who will give a presentation on the rules for procedure in the case of a conflict of interest under the proposed new executive regulation.