News & alerts
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Recent developments on moving from UCITS KIIDs to PRIIPs KIDs
Following on from our communication in September 2021 that outlined the upcoming requirements for PRIIP KIDs and how Waystone can…
December 6, 2021
Waystone is pleased to support the Green Team Network
See our Green Pledge below from our COO Paul Cahill:
December 3, 2021
Latest SEC observations on fixed income principal and cross trades
Background on SEC cross trades risk alert In July 2021, the SEC’s Division of Examinations issued a risk alert on…
November 17, 2021
The benefits of Open-Ended Investment Companies (OEICs) For Ultra High Net Worth Investors (UHNWIs)
Open Ended Investment Companies (OEICs) can offer a flexible investment vehicle which Ultra High Net Worth Individuals (UHNWI) may wish…
November 16, 2021
Disclosure requirements - Taxonomy Regulation
The Taxonomy Regulation (EU) 2020/852 (“Taxonomy Regulation”), which supplements the SFDR Regulation (EU) 2019/2088 (“SFDR”), will be partially applicable as…
November 3, 2021
Setting up a Singapore Variable Capital Company (VCC) - what are the benefits?
The Singapore Variable Capital Company (VCC) launched on 15 January, 2020 and as of 11 November 2020, over 163 VCCs…
November 3, 2021
CIMA - Private Funds FAR filing extension & new RFE Form
On 30 August 2021, the Cayman Islands Monetary Authority (CIMA) issued a notice and made available the Private Funds Related…
September 27, 2021
Waystone Investment Solutions’ Tosca UCITS Fund grows from $10M to $125M in Q3 of 2021
Waystone Investment Solutions is pleased to have assisted its client, Tosca UCITS Fund by helping them reach an asset raising…
September 20, 2021
FinSA requirements – end of year deadline approaching
The Swiss Financial Services Act (FinSA) came into force on 1 January 2020, changing the regulatory requirements for offering investment…
September 13, 2021
Filing of CRS compliance forms - deadline fast approaching
The deadline for filing CRS Compliance Forms for 2019 and 2020 with the Cayman Islands Department for International Tax Cooperation…
September 8, 2021
The challenge of moving from UCITS KIIDs to PRIIPS KIDs
PRIIP-KIDs are finally coming into effect for UCITS products on 1 July 2022 and all investment and management companies of…
August 30, 2021
The EU clarifies the application of SFDR disclosures
The European Securities and Market Authority (ESMA) has issued a set of Q&As in order to clarify the application of…
August 3, 2021
Private funds – Fund Annual Return (FAR) requirements
Filing requirements for Cayman Private Funds Operators of private funds are responsible for completing and submitting the Fund Annual Return…
July 30, 2021
Cayman Economic Substance regime expands to include partnerships
The International Tax Cooperation (Economic Substance) Act (2018) introduced the requirement for “relevant entities” domiciled or registered in the Cayman…
July 21, 2021
Voluntary Liquidations - Advance preparation to minimize or avoid 2022 fees
This Waystone Advisory reminds investment funds stakeholders of impending deadlines to be met, if they are contemplating formally closing a…
July 20, 2021
Cross Border Distribution Framework (CBDF) - rule change & impact
In July 2018, the EU began discussing a series of measures intended to reduce regulatory barriers in the marketing and…
July 16, 2021
您是否已任命您的美国合伙人代表?
美国国税局(IRS)2020纳税年度合伙企业纳税申报表(表格1065) 提交截止日期为 2021 年 9 月 15 日。 已于2020 年推出或正在考虑任命美国合伙人代表的基金应确保满足此截止日期。
July 13, 2021
The Cayman Islands outlines phased reopening plan
On Thursday 8 July 2021, the Cayman Islands Premier, Hon. Wayne Panton outlined the government's plan for a phased reopening…
July 12, 2021