March 2023
Welcome to our monthly KPMG Asset Management Insights newsletter, which has been designed to keep you up to date on topical issues within the Asset Management sector.
KPMG updates
Central Bank of Ireland & ESA updates
Industry and other updates
MiFID Regulatory Update Webinar
On Thursday, 30th March the Risk and Regulatory Consulting Team will host a webinar to give you the opportunity to learn more about the latest regulatory changes impacting MiFID firms.
The session will focus on the current regulatory horizon, including Revised Client Assets Requirements, the impact of CP152 on Capital Requirements and ESG Reporting considerations for MiFID firms.
Spotlight on services - Exchange Traded Funds
KPMG has significant experience and expertise as the leading servicer provider in Ireland for all your ETF's audit, tax, and advisory requirements. Our team of experienced professionals can offer key insights and utilise cutting edge technology to support you with a tailored service offering as your business grows. Our service offering includes guidance on initial structure and setup, regulatory compliance, tax treaty access, withholding tax rebate claims, advice on sustainability disclosures, and audit/assurance.
Our services
Regulatory advisory
Regulatory and compliance headwinds in the ETFs industry are increasing and the pace of regulatory change driven by the harmonisation and sustainability agenda is accelerating across Ireland and the EU. We understand this regulatory burden, the expectations of regulators and how rules should be applied. Our market-leading expert team of professionals have developed robust regulatory frameworks, be it for governance, conduct, ESG or regulatory reporting.
Audit/Assurance
We implement a tailored response for our ETF clients, leverage technology and collaborate with your other service providers to offer a streamlined high quality audit that adds value in a cost effective way.
Taxation
Managing tax issues is a crucial consideration in the context of any ETFs investment structure. Our tax practice advises ETFs on the full spectrum of tax issues arising across the global markets they trade in with a particular focus on tax treaty access and withholding tax rebate claims.
Contact us for more
For further information on the issues mentioned above, or any related issues, please contact Jorge Fernandez Revilla, Head of Asset Management.