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Global Trustee and Fiduciary Services Bite-Sized

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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: UK: FCA Updates its Consumer Duty Webpage One Month Before the New Regime Goes Live UK. FCA Publishes its Liquidity Management Multi-firm Review and Companion Dear CEO Letter Europe: ESAs Consult on the First Batch of DORA Policy Products Europe: European Commission Publishes its Sustainable Finance Package 2023 Global: FSB Consults on a Toolkit for Enhancing Third-party Risk Management and Oversight

Amanda Hale,&nbsp;Andrew Newson and&nbsp;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:
<ul>
<li>UK: FCA Updates its Consumer Duty Webpage One Month Before the New Regime Goes Live</li>
<li>UK. FCA Publishes its Liquidity Management Multi-firm Review and Companion Dear CEO Letter</li>
<li>Europe: ESAs Consult on the First Batch of DORA Policy Products</li>
<li>Europe: European Commission Publishes its Sustainable Finance Package 2023</li>
<li>Global: FSB Consults on a Toolkit for Enhancing Third-party Risk Management and Oversight</li>
</ul>

/rcs/citigpa/storage/public/Bite-Sized Podcast Issue 7 2023.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 7, July 2023

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: Europe: European Commission Proposes Retail Investment Package Global: IOSCO Sets the Standard for Global Crypto Regulation Asia: Prototype of a Green Classification Framework for Hong Kong Europe: ESMA Publishes Report on the Supervision of Asset Valuation

Amanda Hale,&nbsp;Andrew Newson and&nbsp;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:
<ul>
<li>Europe: European Commission Proposes Retail Investment Package</li>
<li>Global: IOSCO Sets the Standard for Global Crypto Regulation</li>
<li>Asia: Prototype of a Green Classification Framework for Hong Kong</li>
<li>Europe: ESMA Publishes Report on the Supervision of Asset Valuation </li>
</ul>

/rcs/citigpa/storage/public/Bite-Sized Podcast Issue 6 2023 .pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 6, June 2023

In this eAmanda Hale, Head of Regulatory Services, Global Trustee & Fiduciary Services, Andrew Newson, Senior Fiduciary Analyst, Global Trustee & Fiduciary Services, and Matthew Cherrill, Senior Fiduciary Analyst, Global Trustee & Fiduciary Services, sit down to discuss the latest regualtory highlights. Feaured topics include UK: FCA says Consumer Duty Sets Higher Standards for Financial Services Customers EU: European Commission Adopts European Sustainability Reporting Standards Global: FSB Consults on Policies to Address Vulnerabilities From Liquidity Mismatch in Open-ended Funds Global: IOSCO Proposes Detailed Guidance for Open-ended Fund use of Anti-dilution Liquidity Management Tools Global: FSB Finalises Global Regulatory Framework for Crypto-asset Activities

In this eAmanda Hale, Head of Regulatory Services, Global Trustee &amp; Fiduciary Services, Andrew Newson, Senior Fiduciary Analyst, Global Trustee &amp; Fiduciary Services, and Matthew Cherrill, Senior Fiduciary Analyst, Global Trustee &amp; Fiduciary Services, sit down to discuss the latest regualtory highlights.
Feaured topics include
<ul type="disc">
<li>UK: FCA says Consumer Duty Sets Higher Standards for Financial Services Customers</li>
<li>EU: European Commission Adopts European Sustainability Reporting Standards</li>
<li>Global: FSB Consults on Policies to Address Vulnerabilities From Liquidity Mismatch in Open-ended Funds</li>
<li>Global: IOSCO Proposes Detailed Guidance for Open-ended Fund use of Anti-dilution Liquidity Management Tools</li>
<li>Global: FSB Finalises Global Regulatory Framework for Crypto-asset Activities</li>
</ul>

/rcs/citigpa/storage/public/Bite-Sized Podcast Issue 8 2023.pdf

Global Trustee and Fiduciary Services Bite-Sized  Issue 8, August 2023

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Global Trustee and Fiduciary Services Bite-Sized Issue 7, July 2023

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