Updated Cross-Border Notification Forms

Published date04 April 2024
Law FirmDillon Eustace
AuthorMs Tara O'Callaghan

New notification templates for cross-border services and registrations for both AIFMs and UCITS were included in regulations published in the Official Journal on 25 March 2024. The new templates require the disclosure of additional information as summarised below. These disclosures will also change the processes behind such cross-border notifications.

The new templates are effective for AIFM notifications from 14 April 2024 and from 14 July 2024 for UCITS and UCITS Management Companies.

The new templates should be used to notify all new cross-border notifications and to inform competent authorities of every change in previously notified information. This includes any withdrawal or cancellation of, or change to, the permission initially granted to an AIFM or UCITS/Management Company to manage funds in another member state, or establish a branch.

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