Asset managers

Asset managers manage client investment portfolios on an individual basis. When providing investment services, asset managers have to comply with supervisory regulations, such as MiFID II, EMIR and the Benchmark Regulation (BMR). Bartolus Attorneys-at-law supports them with timely identifying and implementing supervisory regulations.

Our firms advises asset managers on the following contracts:

  • Investment management agreements (IMAs) and service level agreements (SLA’s)
  • Custody agreements
  • Brokerage agreements
  • Derivatives, such as ISDAs

Please find below various topics on which we were recently engaged by asset managers:

  • Updating the standard investment management agreement, to comply with MiFID II requirements
  • Negotiating an ISDA Master Agreement and CSA with a bank
  • Assisting on the implementation of the Shareholders Rights Directive II
  • Assisting on the transition of the assets of a pension fund
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