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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 1 

Transcript

Amanda Hale, 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>FCA Proposes a New Product Information Framework for Consumer Composite Investments<o:p></o:p></li><li>ESMA Puts Forward Q&amp;As on the Application of the Guidelines on Funds’ Names Using ESG or Sustainability-related Terms<o:p></o:p><o:p></o:p></li><li>ESMA Consults on Open-ended Loan Originating Alternative Investment Funds<o:p></o:p></li><li>Dutch AFM Finds Asset Managers Have Adequate Liquidity Stress Tests Policies in Place<o:p></o:p></li><li>SFC Issues Circular to Management Companies of SFC-authorised Money Market Funds<o:p></o:p><o:p></o:p></li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 1

Amanda Hale, 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_1_2025_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 1, January 2025

Issue 2

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>Securities Futures Commission Expands Listed Structured Fund Offerings in Hong Kong<o:p></o:p></li><li>EU: ESMA Announces New Governance Structure for Transition to T+1 Settlement<o:p></o:p></li><li>U.S. SEC Announce Extension of Form PF Amendments Compliance Date<o:p></o:p></li><li>UK: FCA Updates its Handbook to Clarify UK UCITS Concentration Limits<o:p></o:p></li><li>Global: FSB Publishes its Work Programme for 2025<o:p></o:p></li><li>Global: FSB Develops Analytical Framework and Toolkit to Assess Climate-related Vulnerabilities<o:p></o:p></li></ul><o:p> </o:p><o:p></o:p>

Global Trustee and Fiduciary Services Bite-Sized Issue 2

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.<o:p></o:p>

/rcs/citigpa/storage/public/Bite-Sized_Issue_2_2025_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 2, February 2025 

Issue 3

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 Chair Calls for Renewed Focus on Implementation</li><li>UK: AST Publishes Plans to Move to T+1 Settlement on UK Financial Markets</li><li>EU: European Commission Proposes to Shorten Settlement Cycle for EU Securities to T+1</li><li>EU: European Commission Simplifies Rules on Sustainability and EU investments</li><li>Hong Kong: SFC Supports Listing of Alternative Funds to Broaden Investor Choice and Bolster Market Developments</li><li>UK: FCA Dear CEO Letter: Asset Management &amp; Alternatives – Supervisory Strategy &nbsp;</li></ul>

Global Trustee and Fiduciary Services Bite-Sized Issue 3

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 3_Transcript.pdf

Global Trustee and Fiduciary Services Bite-Sized Issue 3, March 2025

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.&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

/rcs/citigpa/storage/public/Bite_Sized_Issue_4_Podcast_Transcript.pdf

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

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