News & Analysis as of

MiFID II Financial Services Industry Investment Firms

Cadwalader, Wickersham & Taft LLP

Amid Chaos, Regulatory Change Continues Apace, March 2025 - Lessons From the FCA’s Fine of Infinox Capital

The FCA has fined Infinox Capital, a London-based broker, for breach of MiFIR transaction reporting requirements. Infinox failed to submit reports for some 46,053 transactions executed by its single-stock CFD (contract for...more

Morgan Lewis

UK FCA Proposes Reinstating ‘Payment Bundling’ for Investment Research and Trade Execution

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Acknowledging that high-quality, easily available investment research supports deep capital markets, listed companies, and economic growth, the UK Financial Conduct Authority (FCA) recently issued a consultation paper...more

A&O Shearman

UK Regulator Consults on Proposed Reforms to the Commodity Derivatives Regulatory Framework

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The U.K. Financial Conduct Authority has launched a consultation on proposals for reforming the commodity derivatives regulatory framework, which covers position limits, the exemptions from those limits, position management...more

Proskauer Rose LLP

Regulation Round Up - July 2023

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31 July - ESG: The European Commission adopted a Commission Delegated Regulation, setting out the first set of European Sustainability Reporting Standards (“ESRS”), together with a Q&A (see press release). The ESRS specify...more

Proskauer Rose LLP

Regulation Round Up - June 2023

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MiFIR / MiFID II: The European Parliament published a press release announcing it has reached provisional political agreement with the Council of the EU on the proposed amendments to the Markets in Financial Instruments...more

A&O Shearman

UK Ancillary Activities Test On Track For Simplification From 2025

A&O Shearman on

The Financial Services and Markets Act 2000 (Commodity Derivatives and Emission Allowances) Order 2023 was made on May 17, 2023. The Order, which enters into force on January 1, 2025, paves the way for the Financial Conduct...more

A&O Shearman

UK Government Publishes Draft Legislation Revising Application of the Ancillary Activities Test for Commodity Derivatives and...

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The U.K. government has published a draft statutory instrument (and related explanatory memorandum), which will be known as the Financial Services and Markets Act 2000 (Commodity Derivatives and Emission Allowances) Order...more

A&O Shearman

European Securities and Markets Authority Publishes Guidelines on MiFID II Appropriateness and Execution-Only Requirements

A&O Shearman on

The European Securities and Markets Authority has published new Guidelines on the appropriateness and execution-only requirements under the revised Markets in Financial Instruments Directive. The appropriateness requirements...more

Proskauer Rose LLP

Regulation Round Up - July 2021

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The Basel Committee on Banking Supervision (“BCBS”) published a report jointly with the World Bank setting out the findings from a global survey on proportionality in banking regulation and supervision....more

Proskauer Rose LLP

FCA publishes its Second Consultation on the Implementation of the UK Investment Firms Prudential Regime

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On 19 April 2021, the Financial Conduct Authority (“FCA”) published the second out of three consultation papers on the implementation of the Investment Firms Prudential Regime (“IFPR”) (CP21/7). The IFPR is a new UK...more

Latham & Watkins LLP

Brexit & Financial Services: Preparing for the End of the Transition Period

Latham & Watkins LLP on

With the end of the Brexit transition period looming, many financial services firms are asking what they need to do between now and the end of the year to ensure regulatory compliance. In this episode of our Connected With...more

Proskauer Rose LLP

FCA Discussion Paper on UK Prudential Regime for Investment Firms

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On 23 June 2020, the UK Financial Conduct Authority (“FCA”) published a discussion paper (“DP 20/2”) in relation to a new UK prudential regime for investment firms authorised under the Markets in Financial Instruments...more

Akin Gump Strauss Hauer & Feld LLP

ESMA’s New Guidelines on the MiFID II Compliance Function Requirements

On 5 June 2020, the European Securities and Markets Authority (ESMA) published its final guidelines on certain aspects of the recast Markets in Financial Instruments Directive (MiFID II) compliance function requirements (the...more

Akin Gump Strauss Hauer & Feld LLP

MiFID II Update – Non-EU Trading Venue Equivalence for Transparency and Position Limits

On 3 June 2020, the European Securities and Markets Authority (ESMA) published two Opinions clarifying how European Union investment firms trading financial instruments on third-country trading venues (TCTVs) should, from 3...more

A&O Shearman

European Commission Consults on MiFID II

A&O Shearman on

The European Commission has launched a consultation on reviewing the EU Markets in Financial Instruments package. The Markets in Financial Instruments Directive and Markets in Financial Instruments Regulation have applied...more

A&O Shearman

EU Consultation on Draft Technical Standards For Third-Country Firm Registration and Disclosure Under MiFID II

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The European Securities and Markets Authority has launched a consultation on proposed draft Technical Standards on the provision of investment services and activities in the EU by third-country firms under the Markets in...more

Proskauer Rose LLP

Regulation Round Up - December 2019

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2 December - The Financial Conduct Authority ("FCA") updated the following webpages: - webpage on its July 2018 discussion paper on price discrimination in the cash savings market (PD18/6); and - webpage on its...more

BCLP

Investment Firms: A new prudential framework

BCLP on

What is it? The EU has finalised and issued a new framework for the prudential regulation of investment firms. It will set new classification for investment firms that will in turn determine which of the new capital...more

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