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Issue 4

Transcript

Amanda Hale, 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:<ul style="list-style-type:disc;"><li>Global: IOSCO Unveils Work Program for 2025</li><li>U.S. SEC Votes to End Defence of Climate Disclosure Rules</li><li>Hong Kong: SFC Updates on Grant Scheme for Open-ended Fund Companies and REITs</li><li>Australia: ASIC Issues Sustainability Reporting Regulatory Guide</li><li>UK FCA Launches Five Year Strategy to Support Growth and Improve Lives</li><li>European Commission Unveils its Savings and Investments Union Strategy &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 4

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_4_Podcast_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 4, April 2025

Issue 5

Amanda Hale, 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:<ul style="list-style-type:disc;"><li>Global: FSB Finalises the Common Format for Incident Reporting Exchange</li><li>US: SEC Extends Effective and Compliance Dates for Amendments to Investment Company Reporting Requirements</li><li>UK: FCA Launches Call for Input on the Future Regulation of Alternative Fund Managers</li><li>UK: FCA Update on the Extension of SDR to Portfolio Management</li><li>EU: ESMA Publishes Implementing Rules on Liquidity Management Tools for Funds</li><li>Hong Kong: SFC Proceeds with Position Limit Increases for Key Stock Index Derivatives</li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 5

/rcs/citigpa/storage/public/Bite_Sized_Issue 5_Podcast_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 5, May 2025

Issue 6

Amanda Hale, Andrew Newson and Matthew Cherrill, of Citi’s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.This edition's featured topics include:<ul style="list-style-type:disc;"><li>Global: IOSCO Issues Updated Liquidity Risk Management Recommendations for Collective Investment Schemes</li><li>UK: FCA Enhances Access to Investment Research for UK UCITS Managers and AIFMs</li><li>EU: European Parliament’s ECON Issues Draft Report on the Impact of AI on the Financial Sector</li><li>Australia: ASIC Shares Industry Feedback and Next Steps on the Future of Australia’s Public and Private Markets</li><li>UK: FCA Seeks Further Views on Stablecoins and Crypto Custody</li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 6

/rcs/citigpa/storage/public/Bite-Sized_Issue_6_Podcast_transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 6, June 2025

Issue 7

Amanda Hale, Andrew Newson and Matthew Cherrill, of Citi’s Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regulatory highlights.This edition's featured topics include:<ul style="list-style-type:disc;"><li>U.S. SEC Withdraws Notice of Fourteen Proposed Rules</li><li>EU: ESMA Invites Feedback on How to Simplify Funds’ Data Reporting</li><li>EU: ESMA Publishes Technical Advice to the Commission on the Review of the UCITS EAD</li><li>UK Government Publishes Consultation on UK Sustainability Reporting Standards</li><li>Singapore: MAS Issues Circular on Governance and Management of Variable Capital Companies &nbsp;</li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 7

/rcs/citigpa/storage/public/Bite-Sized_Issue_7_Podcast_Transcript.pdf

 Global Trustee and Fiduciary Services Bite-Sized Issue 7, July 2025

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Global Trustee and Fiduciary Services Bite-Sized Issue 7, July 2025

Global Trustee and Fiduciary Services Bite-Sized Issue 7

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