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Post-Brexit UK-EU Memorandum of Understanding Adopted

On 17 May 2023, the European Commission (“Commission”) published a press release announcing that – as a major post-Brexit milestone – it has adopted a draft memorandum of understanding (“MoU”) on regulatory cooperation in...more

FCA Publishes Findings From its Whistleblowing Survey 2022

The Financial Conduct Authority (FCA) recently published the findings from its 2022 whistleblowing qualitative assessment survey, together with the steps it intends to take to improve whistleblower confidence. The FCA...more

UK Government’s Climbdown on Retained EU Law

The UK Government recently announced plans to abandon its controversial commitment to review or scrap all retained EU law by the end of 2023. Although the majority of retained EU law is now set to stay on the UK statute book...more

HMT and Regulators Move Forward with SMCR Review

Following our recent article on the Government’s proposed reforms to the Senior Manager and Certification Regime (“SMCR”) (available here), HM Treasury (the “HMT”) launched a call for evidence (“Call for Evidence”), and the...more

Corporate & Financial Weekly Digest, Featuring Articles on SEC launches new website page on ESG investing and UK FCA launches new...

BROKER-DEALER - SEC Issues Amendments, Seeks Public Comment on Holding Foreign Companies Accountable Act - On March 24, the Securities and Exchange Commission adopted interim final amendments to implement...more

LIBOR, Brexit and Cryptoassets: Summer Takeaways From Katten's CFWD Podcasts

Katten's London affiliate office launched its weekly fireside chat on May 5, 2020 and each week has covered a wide range of interesting UK and EU financial services regulatory topics. We have received some fantastic feedback...more

Corporate & Financial Weekly Digest, Featuring Articles on an FCA Dear CEO Letter on Increased Client Money Balances and a...

UK DEVELOPMENTS - COVID-19: FCA Publishes Dear CEO Letter on Increased Client Money Balances - On August 12, the UK’s Financial Conduct Authority (FCA) published a “Dear CEO Letter” (the Letter) for firms providing...more

One Year to Go Before SM&CR Applies to All FCA-Regulated Firms

The Senior Managers & Certification Regime - As a reaction to the financial crisis of 2008/2009 and following the subsequent review of the financial services industry, UK Parliament decided to replace the discredited...more

Corporate & Financial Weekly Digest, Featuring Topics on Broker/Dealer, CFTC and EU/Brexit Developments

BROKER-DEALER - FINRA Proposes Rule Change Regarding ATS Reporting of Transactions to TRACE - The Financial Industry Regulatory Authority recently filed a proposed rule change with the Securities and Exchange Commission...more

Corporate & Financial Weekly Digest, Featuring Topics on Broker-Dealer, CFTC, Derivatives and EU Developments

BROKER-DEALER - FINRA Publishes Regulatory Notice Regarding 2018 GASB Accounting Support Fee - On April 17, the Financial Industry Regulatory Authority issued Regulatory Notice 18-12, which announces that FINRA will...more

Corporate and Financial Weekly Digest, Featuring Topics on Broker/Dealer, CFTC and UK/EU/Brexit Developments

BROKER-DEALER - FINRA Requests Comment on Proposed New Rule Governing Outside Business Activities On February 26, the Financial Industry Regulatory Authority released Regulatory Notice 18-08, which solicits comments on...more

Corporate and Financial Weekly Digest - Volume XII, Issue 43

SEC/CORPORATE - On November 1, the Division of Corporation Finance of the Securities and Exchange Commission (Division) published Staff Legal Bulletin No. 14I (SLB 14I), which provides new, issuer-friendly guidance on...more

Complaints Commissioner Publishes Decision Urging the FCA To Consider Requirements for Firms To Disclose Unregulated Activities

On February 2, the Office of the Complaints Commissioner published a decision urging the Financial Conduct Authority (FCA) to review rules for regulated entities in the context of its consumer protection objectives....more

FCA Enforcement: Recent Action Against Former Investment Analyst for “Cherry Picking”

On November 17, the UK Financial Conduct Authority (FCA) published its final notice addressed to Mothahir Miah, a former investment analyst at a large UK institutional asset manager, fining him £139,000 and banning him from...more

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