Complying with ESMA’s Fund Naming Rules: Article Insights
EU regulations on sustainability terminology for funds are rapidly evolving. In this article, we dive deep into the European Securities and Markets Authority (ESMA) guidelines for fund names, providing essential insights into how these regulations affect fund compliance.
Key Highlights:
- Overview of ESMA’s consultation and final guidelines on fund naming.
- Detailed analysis of the application date and transitional periods for compliance.
- Identification of entities and documentation in scope.
- Criteria for using ESG-related terms in fund names.
- Practical steps to align your fund names with ESMA’s standards.
With growing concerns over greenwashing, ESMA has introduced stringent rules to ensure fund names accurately reflect their investment strategies. These regulations are designed to prevent misleading marketing and provide clear and transparent information to investors.
Discover how NeoXam Compliance can help you meet these evolving requirements and streamline your compliance process.
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