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A publication and podcast series that highlights the most recent developments in regulatory topics that may be of interest to your Fund(s) business.

Global Trustee and Fiduciary Services Bite-Sized

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Issue 9

Transcript

Amanda Hale and Andrew Newson, of Citi&rsquo;s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.
This edition's featured topics include:
<ul type="disc">
<li>US: SEC Adopts Reporting Enhancements for Registered Investment Companies and Provides Guidance on Open-End Fund Liquidity Risk Management Programs</li>
<li>Hong Kong: SFC Welcomes Launch of Project Ensemble Sandbox as Key Step in Hong Kong&rsquo;s Tokenisation Development</li>
<li>Europe: ESRB Responds to ESMA Consultation on Draft RTS and Guidelines on Liquidity Management Tools</li>
<li>Luxembourg: CSSF Launch DORA Readiness Survey</li>
<li>UK: FCA Updates Sustainability Disclosure and Labelling Regime Webpage with Downloadable Labels</li>
</ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 9

Amanda Hale and Andrew Newson, of Citi&rsquo;s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.

/rcs/citigpa/storage/public/BS9 Podcast_Final.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 9, September 2024

Enabling Issuers and Investors across the entire investment lifecycle.

Securities Services

Issue 10

Transcript 

Amanda Hale, Andrew Newson and Matthew Cherrill, of Citi&rsquo;s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.
This edition's featured topics include:&nbsp; &nbsp; &nbsp; &nbsp;
<ul type="disc">
<li>ECB Says TIBER-EU Will Help Fulfil DORA Requirements</li>
<li>UK Accelerated Settlement Taskforce Technical Group Issues T+1 Interim Report and Consultation</li>
<li>SEC Adopts Improvements to EDGAR System</li>
<li>FCA Sets Out Temporary Measures for Firms on &lsquo;Naming and Marketing&rsquo; Sustainability Rules</li>
<li>FCA Update on Extending the SDR Regime to Portfolio Management</li>
</ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 10

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

/rcs/citigpa/storage/public/Bite-Sized_Issue_10_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 10, October 2024

Issue 11

Amanda Hale,&nbsp;Andrew Newson and&nbsp;Matthew Cherrill, of Citi’s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.This edition's featured topics include:<o:p></o:p><o:p></o:p><ul style="list-style-type:disc;" type="disc"><li>U.S SEC’s Division of Examinations Announces 2025 Priorities<o:p></o:p></li><li>Europe: ESMA, ECB and European Commission Announce Next Steps for the Transition to T+1<o:p></o:p></li><li>UK FCA Consult on Investment Research Payment Optionality for Fund Managers<o:p></o:p></li><li>Hong Kong SFC: Encouraging Progress Made in Asset Management Pilot Use Case in the Project Ensemble Sandbox<o:p></o:p></li><li>Luxembourg: CSSF Communiqué to the Investment Fund Industry in Relation to the ESMA Guidelines on Funds’ Names Using ESG or Sustainability-related Terms<o:p></o:p></li></ul><o:p>&nbsp;</o:p><o:p></o:p>

Global Trustee and Fiduciary Services Bite-Sized Issue 11

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

/rcs/citigpa/storage/public/Bite-Sized_Issue11_Transcript.pdf

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

Issue 12

Andrew Newson and Matthew Cherrill, of Citi’s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.&nbsp;This edition's featured topics include:&nbsp;<ul style="list-style-type:disc;"><li>FSB Reports on Progress Towards Globally Consistent and Comparable Climate-related Disclosures </li><li>IOSCO Publishes Report on Transition Plans Disclosures </li><li>EU: ESMA Proposes Move to T+1 by October 2027 </li><li>IOSCO Publishes Consultation Report on Updated Liquidity Risk Management Recommendations for Collective Investment Schemes </li><li>UK: Chancellor Delivers Mansion House Speech<o:p></o:p></li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 12

Andrew Newson and&nbsp;Matthew Cherrill, of Citi’s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.<o:p></o:p>

/rcs/citigpa/storage/public/Bite-Sized_Issue_12_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 12, December 2024

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Global Trustee and Fiduciary Services Bite-Sized Issue 12, December 2024

Global Trustee and Fiduciary Services Bite-Sized Issue 12

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