Advent Software, along with many other wealth management and related firms, is grappling with the implications of the fourth iteration of pan-European UCITS funds. This White Paper explores the issues.

After the rollout of UCITS III fund products will come the fourth instalment as European regulators seek to make further improvements – they hope – to how these cross-border fund wrappers operate.

The software firm Advent, which works closely with wealth managers and related businesses, has unveiled a White Paper looking at the detailed issues raised by UCITS IV funds. A link to the full document can be found here.