Changes in reporting of holdings

2018-06-21 | Funds News Reporting Markets

Finansinspektionen is making changes to the reporting of holdings for funds. The changes will go into effect in January 2019.The changes to the reporting aim to achieve more effective supervision of both individual funds and the fund market as a whole.

FI has decided on amendments to Finansinspektionen's regulations (FFFS 2013:9) regarding Swedish UCITS.

According to the amendment, Swedish management companies and foreign management companies must also report the risks to which the fund is exposed in addition to its holdings in UCITS.

Today FI sends a letter to fund management companies and AIF managers about these changes.

You find the letter and more information on FI's webpage Forthcoming reporting of holdings.

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