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Trust & Fiduciary Services

The Pensions Perspective The main aim of this Bulletin is to provide updates on regulatory issues and other topics relating to the operation of collective investment schemes (mutual funds).

We aim to publish an edition every 1 to 2 months depending on activity in the marketplace.
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October 2009 Issue Download PDF 
July 2009 Issue Download PDF 
May 2009 Issue Download PDF 
March 2009 Issue Download PDF 
January 2009 Issue Download PDF 
August 2008 Issue Download PDF 
January 2008 Issue Download PDF 
2008 Compilation Download PDF 
2007 Compilation Download PDF 


Trust & Fiduciary Services Eligible Markets Guide
The Pensions Perspective The aim of this guide is to assist operators of collective investment undertakings (funds) when considering the eligibility of securities markets in which they invest, or in which they are considering investing, by offering regularly updated observations regarding the eligibility criteria of the UCITS Directive and the Eligible Assets Directive, drawn from information supplied to clients by J.P. Morgan.
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August 2009 Issue Download PDF 
October 2008 Issue Download PDF 
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