+44 (0)20 7821 5395 info@merlys.uk
We were instructed by an EMEA fund provider (manufacturer) which needed to understand the interaction between PRIPPs and MiFID II and to identify any synergies between them.  We worked with the client’s in-house legal and product development teams to understand the products and the target market they were to be sold to. We then advised on an approach tailored to suit their client base and distribution capabilities.  This lead to a revision of all product documentation, client literature and the putting in place of revised contracts with outsourced administration providers.

Author: Verena Charvet MBA, Solicitor and Senior Partner at Merlys
Connect on LinkedIn: https://www.linkedin.com/in/verenacharvet/
Email: verena.charvet@merlys.uk

This briefing note is intended to act as general guidance and is not intended to offer specific legal advice. Merlys is very happy to assist you with any aspect of the content in this article, as it relates to your business.

Contact Verena Charvet as above or call us at Merlys on +44(0) 20 7821 5395
Follow Merlys: https://www.linkedin.com/company/merlys/