Macfarlanes

Experts

22

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Alexandra Green
Partner
Macfarlanes
Andréa Leho
Transfer pricing
Macfarlanes
Camilla Barry
Macfarlanes
Ceinwen Rees
Macfarlanes
Charishma Bhujohory
Senior Associate
Macfarlanes
Chris Mortimer
Macfarlanes
Clio Pialorsi
Associate
Macfarlanes
Edward Reed
Macfarlanes
Emma Garnham
Associate (New Zealand qualified)
Macfarlanes
Gavin Haran
Head of Policy for Asset Management
Macfarlanes
Jacob Ward
Macfarlanes
James McCredie
Partner
Macfarlanes
Lora Froud
Macfarlanes
Louise Bralsford
Solicitor
Macfarlanes
Nigel Doran
Macfarlanes
Paul Keddie
Macfarlanes
Philip Swinburn
Macfarlanes
Rachel Serene
Senior solicitor
Macfarlanes
Rasmus Berglund
Partner, Tax and Reward
Macfarlanes
Robin Vos
Macfarlanes
Sam Taylor
Associate, Tax and Reward
Macfarlanes
Tiffany Cox
Solicitor
Macfarlanes
Contributions by Macfarlanes

5

Calculating turnover under the EU Merger Regulation
Calculating turnover under the EU Merger Regulation
Practice Notes

The first step of any EU merger control analysis is to assess whether or not a transaction falls within the jurisdiction of the EU Merger Regulation, which only applies to concentrations with an 'EU dimension’. To assess whether there is an EU dimension, it is necessary to consider the turnover (or revenue) of the parties to a transaction, and there are specific rules relevant to the calculation of turnover. This Practice Note looks at how turnover is calculated, with reference to the EU Merger Regulation (Regulation 139/2004) and the European Commission’s Consolidated Jurisdictional Notice.

ESG measures to amend AIFMD/UCITS/MiFID—essentials
ESG measures to amend AIFMD/UCITS/MiFID—essentials
Practice Notes

This essentials note discusses the EU environmental social governance (ESG) (also referred to as sustainability) integration measures, which amend delegated acts under the Alternative Investment Fund Managers Directive 2011/61/EU (AIFMD), the Undertakings for Collective Investments in Transferable Securities (UCITS) Directive 2009/65/EC and the recast Markets in Financial Instruments Directive 2014/65/EU (MiFID II), including impact on the industry and new concepts.

EU ESG measures to amend AIFMD/UCITS/MiFID—essentials
EU ESG measures to amend AIFMD/UCITS/MiFID—essentials
Practice Notes

This essentials Practice Note discusses the EU environmental social governance (ESG) (also referred to as sustainability) integration measures, which amend delegated acts under the Alternative Investment Fund Managers Directive 2011/61/EU (AIFMD), the Undertakings for Collective Investments in Transferable Securities (UCITS) Directive 2009/65/EC and the recast Markets in Financial Instruments Directive 2014/65/EU (MiFID II), including impact on the industry and new concepts.

Key provisions of EU UCITS—depositaries
Key provisions of EU UCITS—depositaries
Practice Notes

This Practice Note considers the role of depositories of undertakings for collective investment in transferable securities (UCITS) funds (ie open-ended collective investment schemes (CIS) which are undertakings for collective investment in transferable securities) and the provisions of Directive 2009/65/EC (the UCITS Directive) as amended by Directive 2014/91/EU (UCITS V) and supplementing delegated regulations. It examines the obligations and requirements of a depositary, who can act as a depositary, liability, and delegation restrictions.

Key provisions of UCITS—depositaries
Key provisions of UCITS—depositaries
Practice Notes

This Practice Note considers the role of depositories of Undertakings for Collective Investment in Transferable Securities (UCITS) funds (ie. open-ended collective investment schemes (CIS) which are undertakings for collective investment in transferable securities) and the provisions of Directive 2009/65/EC (the UCITS Directive) as amended by Directive 2014/91/EU (UCITS V), supplementing delegated regulations and UK implementing measures (such as those in the Financial Conduct Authority (FCA) Handbook) and retention measures following the end of the Brexit transition period. It examines the obligations and requirements of a depositary, who can act as a depositary, liability, and delegation restrictions.

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