Investment Restrictions
A number of investment restrictions apply to UCITS,
including:
1. Permissible investment instruments:
investments of a UCITS Scheme must consist solely of any or all of the
following instruments:
(a) transferable securities and money market instruments
dealt in on a regulated market, which operates regularly and is recognised
and open to the public;
(b) recently issued transferable securities which are
due to be admitted to listing in the short term;
(c) deposits with credit institutions which are
repayable on demand or have the right to be withdrawn, and maturing in no
more than 12 months provided that the credit institution is registered in an
EU Member State or, is subject to appropriate prudential rules;
(d) financial derivative instruments;
(e) money market instruments, other than those dealt in
on a regulated market, where the issue or issuer of such instruments is
itself regulated for the purpose of protecting investors and savings. If
formed as an investment company, a UCITS Scheme may acquire movable or
immovable property essential for its business, and may also hold ancillary
liquid assets.
Malta New Legislation transposing the UCITS IV Directive [1/08/2011]
Yellow Pages vs. Neumann - Malta Copyright
Protection [01/08/2011]
The Alternative Investment Fund Managers (AIFM)
Directive [13/07/2011]
Chetcuti Cauchi partners to speak at Specialised Investment Funds Conference in
Geneva & Luxembourg [19/04/2011]
Jean-Philippe Chetcuti presents Malta's attractiveness as a tax planning and
wealth management jurisdiction at Family Office Forum, London [14/04/2011]
Switzerland & Malta sign Double Tax Agreement [25/02/2011]
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