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SGSS lancia un nuovo servizio clienti

Un nuovo servizio clienti per rispondere alle esigenze del Key Investor Information (KII)

Société Générale Securities Services (SGSS) lancia una nuova offerta di servizi che consentirà agli asset manager di attuare i necessari procedimenti normativi relativi alla sostituzione del prospetto semplificato per gli UCITS con il Key Investor Information (KII)*.

Questa nuova offerta permetterà ai clienti di SGSS di soddisfare i nuovi requisiti normativi e nel contempo di delegare a SGSS non solo le responsabilità legate ai principali cambiamenti normativi ed ai vincoli amministrativi, ma anche il calcolo dei vari indicatori richiesti dalla KII, come ad esempio il 'synthetic risk' e il 'reward indicator'. Le società di fund management potranno quindi concentrarsi sul proprio core business ed in particolare sulla definizione e sulla realizzazione degli obiettivi e delle politiche di investimento dei loro UCITS, lasciando a SGSS l'onere di occuparsi del resto utilizzando i dati ricevuti.

Il KII, nel quadro della direttiva UCITS IV e dei relativi regolamenti attuativi, sostituirà il prospetto semplificato dal 1 ° luglio 2011.

Questo documento, redatto nella lingua del paese di commercializzazione, consentirà agli investitori di avere accesso ad informazioni standardizzate e sintetizzate sulle principali caratteristiche degli UCITS.

Nuovo servizio clienti : Key Investor Information (KII)

* KII , KIID, KID o DICI: Key Investor Information

dic
2016
Altana Wealth Limited selects SGSS in Ireland for its UCITS fund structure
Altana Wealth Limited in the United Kingdom has appointed Societe Generale Securities Services (SGSS) in Ireland to...
nov
2016
Vatel Capital appoints SGSS to provide custody, depositary bank and valuation services
Introduced by the Finance Law in 2007, FIP Corse is a local investment fund of which 70% of its assets are invested in...
SGSS
Introduced by the Finance Law in 2007, FIP Corse is a local investment fund of which 70% of its assets are invested in small and medium-size enterprises on the French island of Corsica. The purpose of FIP Kallisté Capital n°9 is to invest in Corsican SMEs whose main activities are in the tourism, renewable energy, health and dependency, agro-food or business...
it/area-stampa-agenda/news/comunicati-stampa/news/vatel-capital-retient-sgss-pour-fournir-des-services-conservation-banque-depositaire-valorisation/
nov
2016
SFIL appoints SGSS for global custody services
SFIL, the leading French local public sector and export financing agency, and CAFFIL, a French specialized credit...
SGSS
SFIL, the leading French local public sector and export financing agency, and CAFFIL, a French specialized credit institution (société de crédit foncier), have mandated Societe Generale Securities Services (SGSS) to provide global custody services for their public sector assets in Europe. This extends an existing mandate for valuation services with SFIL in...
it/area-stampa-agenda/news/comunicati-stampa/news/sfil-appoints-sgss-for-global-custody-services/
nov
2016
Eurotunnel retains SGSS for its issuer services
Eurotunnel has appointed Societe Generale Securities Services (SGSS) to provide shareholder services which include share...
SGSS
Eurotunnel has appointed Societe Generale Securities Services (SGSS) to provide shareholder services which include share registry services, centralised financial services and shareholder meeting services for its 27,000 registered shareholders in France and the United Kingdom.
it/area-stampa-agenda/news/comunicati-stampa/news/eurotunnel-retains-sgss-for-its-issuer-services/
nov
2016
Quarterly Financial Information
Q3 16: Sound Commercial And Financial Performance
ott
2016
Societe Generale Securities Services strengthens its teams in India and Poland
Societe Generale Securities Services (SGSS) announces the following appointments: David Jaegly has been appointed...
set
2016
SGSS appoints new Global Head of Sub-Custody Network Management
Societe Generale Securities Services (SGSS) has appointed Massimiliano Notarianni as Global Head of Sub-Custody Network...
set
2016
SGSS mandated by KELER, the Hungarian central securities depository
Societe Generale Securities Services (SGSS) has been mandated by KELER, the Hungarian central securities depository, to...
set
2016
Societe Generale present at Sibos 2016
Societe Generale is exhibiting at SIBOS 2016 in Geneva this year, from 26 to 29 September, to showcase its broad range...