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Great Fund Insights: New Year, new marketing guidelines

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Gowdy Sharon
Sharon Gowdy

Senior Associate, aosphere

Belfast

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Jenny Ljunghammar

Head of Marketing Restrictions, aosphere

London

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26 January 2022

In this Great Fund Insights client alert, Allen & Overy's aosphere team explore ESMA's Guidelines for Funds' Marketing Communications that come into force on 2 February 2022.

In this client alert, the aosphere team focus on what a fund manager needs to do when reviewing its marketing communications to ensure compliance and set out some of ESMA's pointers on how to address the key requirements, including:

  • making clear the materials have a marketing purpose;
  • use of disclaimer language;
  • describing risks and rewards in an equally prominent manner; and
  • ensuring the presentation of information is fair, clear and not misleading.

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