Brian McDonnell

Brian McDonnell

Partner

Equity Capital Markets

Financial Services Bill - impact on outsourcing transactions

Legislation which will enact the Government's reform of the regulatory architecture of UK Financial Services regulation is currently making its way through Parliament and is due to be implemented by the spring of 2013.  Under the proposed changes the FSA will cease to exist in its current form, and three new bodies will be established: the Financial Policy Committee, the Prudential Regulation Authority ("PRA"), and the Financial Conduct Authority ("FCA").  Systemically important firms, such as banks and insurers, will be dual-regulated by both the PRA and the FCA who will share regulatory responsibility.

22 October 2012

Corporate

Law on market abuse: not just an issue for quoted companies

As the FSA gets tougher on enforcing the law on market abuse, awareness of the offences and how to prevent them is now as important as ever. Aimed at combating insider dealing and market manipulation, the market abuse regime is usually considered in the context of quoted companies and FSA authorised firms. However the offences can be committed by any company or individual. We look at how non-quoted companies, their directors and employees can be affected and the steps they can take to make sure they comply.

08 June 2012

Financial Services Regulatory

Alternative Investment Fund Managers Directive - an update

The Alternative Investment Fund Managers Directive ("AIFMD" or the Directive) creates a European-wide framework for regulating managers of ‘Alternative Investment Funds’ ("AIF") (referred to in the Directive as ‘Alternative Investment Fund Managers’ ("AIFM")) and imposes restrictions on “marketing” AIF to investors in the EU.

23 April 2012

Financial Services Regulatory

New E-money regime

On 1 May 2011, the UK implemented the second Electronic Money Directive (the "Directive"). The Directive which was implemented through the Electronic Money Regulations 2011 (the "Regulations"), aims to encourage the growth of the e-money market which has been regulated since 2002 but has failed to develop as quickly as was expected as an alternative payment method to the traditional banks. The FSA has set out its general approach to the regulation of E-money in its E-money Approach Document.

08 August 2011

Financial Services Regulatory

FSA finalises new guidance on assessing suitability

On 21 March 2011, the FSA published final guidance on assessing suitability (SG11/5) focussing on assisting firms that provide investment advice or discretionary management services to retail customers on implementing Chapter 9.2 of the COBS rules on suitability.

08 August 2011

Financial Services Regulatory

FSA upgrades surveillance systems

The FSA's new surveillance and monitoring system, Zen, will go live on 8 August 2011, replacing the FSA's existing system, Sabre II.

08 August 2011

Financial Services Regulatory

FSA delays implementation of client money and assets ("CASS") return proposals

On 27 May 2011, the FSA announced that it was implementing its requirements for CASS medium and large firms to submit client money and asset return forms via the GABRIEL system. However, the FSA has decided to implement the reporting requirements from 1 October 2011 instead of the originally proposed date of 1 June 2011.

08 August 2011

Financial Services Regulatory

Financial Services Regulatory Bulletin - Summer 2011

The Financial Services Regulatory Bulletin takes a snapshot of some of the key EU and UK regulatory developments of Summer 2011, with a particular focus on how the Government's proposed new regulatory architecture is shaping up.

08 August 2011

Financial Services Regulatory

New Regulatory Structure: Draft Legislation

On 16 June 2011, the Government published its White Paper and draft Bill to change the structure of financial regulation in the UK. On 22 July, a pre-legislative scrutiny committee (a joint committee of the Lords and Commons) launched a call for evidence by way of written submissions to be received by 2 September 2011. The Government intends to introduce the primary legislation into Parliament by the end of 2011 so that the Bill can receive Royal Assent before the end of 2012.

08 August 2011

Financial Services Regulatory

AIFM Directive: ESMA consults on implementing measures

On 1 July 2011, the text of the Alternative Investment Fund Managers Directive ("AIFM Directive") was published in the Official Journal of the EU following its formal adoption by the Council of the EU on 27 May and by the European Parliament in November 2010. The AIFM Directive came into force 20 days after publication, on 22 July, from which date member states have two years to transpose the Directive's provisions into national law (giving an implementation date of 22 July 2013).

08 August 2011

Financial Services Regulatory

EMIR unlikely to be retrospective

On 18 July 2011, the Council of the European Union published a report on the outcome of the European Parliament's proceedings in relation to the European Commission's proposed European Market Infrastructure Regulation ("EMIR") which included the text of EMIR as adopted by the Parliament on 5 July 2011. The vote on the legislative resolution was postponed to a later session September 2011 in anticipation of an agreement between the Council and the Parliament.

08 August 2011