Global Trustee and Fiduciary Services Bite-Sized Issue 11, November 2024

Amanda Hale, Andrew Newson and Matthew Cherrill, of Citi’s Global Trustee & Fiduciary Services, sit down to discuss the latest regulatory highlights.

This edition's featured topics include:

• U.S SEC’s Division of Examinations Announces 2025 Priorities
• Europe: ESMA, ECB and European Commission Announce Next Steps for the Transition to T+1
• UK FCA Consult on Investment Research Payment Optionality for Fund Managers
• Hong Kong SFC: Encouraging Progress Made in Asset Management Pilot Use Case in the Project Ensemble Sandbox
• Luxembourg: CSSF Communiqué to the Investment Fund Industry in Relation to the ESMA Guidelines on Funds’ Names Using ESG or Sustainability-related Terms