Investment trust conforming to EU Directive (UCITS-compliant investment fund)

Auch in: PL

An investment management company authorized to market funds in the EU that complies in all respects with the requirements of a relevant EU directive. In addition, there are also non-UCITS-compliant investment funds. By the end of 2007, all but a few of the non-UCITS-compliant funds had been successfully converted to the Investment Act. – See money market funds, investment funds, investment assets, Investment Code, undertakings for collective investment in transferable securities, super UCITS funds. – See BaFin Annual Report 2007, p. 171 (conversion; domicile of funds in Luxembourg), BaFin Annual Report 2008, pp. 197 f. (development of compliant and non-compliant funds and assets), BaFin Annual Report 2009, p. 222 (slight decline in funds), BaFin Annual Report 2010, pp. 240 f. (number of non-compliant investment funds continues to decline), BaFin Annual Report 2013, p. 184 (legal development due to the Act Implementing the Alternative Investment Fund Managers Directive [AIFM-UmsG]), and the respective BaFin Annual Report, chapter “Supervision of Securities Trading and Investment Business.”

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University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec.
Professor Dr. Eckehard Krah, Dipl.rer.pol.
E-mail address: info@ekrah.com
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Merk, G. (Hrsg.): „Investment trust conforming to EU Directive (UCITS-compliant investment fund)“. In: Finanz- und Wirtschaftslexikon. https://www.gerhardmerk.de/investment-trust-conforming-to-eu-directive-ucits-compliant-investment-fund/ (Stand: 25.07.2023).

Die von Universitätsprofessor Dr. Gerhard Merk begründete Sammlung wird seit Herbst 2014 von Professor Dr. Dr. h.c. Eckehard Krah redaktionell fortgeführt und um neue Begriffe ergänzt. Sollten Sie Fehler entdecken oder sonstige Hinweise haben, schreiben Sie an: info@ekrah.com

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