Cross-Border Distribution of UCITS

Context

UCITS fund distribution channels and business models Fund sales trends in Europe Analysis of UCITS cross-border distribution market

Cross-border distribution of UCITS

Fund distribution models & players

The CSD and TA models The global TA model Players’ roles and responsibilities

Challenges & opportunities

May 2011

Administrative and regulatory requirements Taxation issues Information referencing issue Operational workflow Distribution networks and trailer fee management

Regulation references

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