Regulation

705 white papers and resources

Regulation underpins the practices and procedures of every single activity undertaken by the banking and finance communities: from what information needs to be contained in a disclosure document through to what constitutes bribery. Regulation is increasingly in focus, as the world’s governments struggle to bring us all back to financial stability. Below you will find law and regulation white papers that will show you the latest developments and what you need to do so your organisation stays within the law.

Investment companies and charges of misconduct

Set within the context of the decision clearing John Pottage of misconduct in carrying out his CF3 and CF8 functions when CEO at UBS Wealth Management (UK) Limited and UBS AG, this white paper sets out some key points to note for regulated firms and their senior management and compliance staff.

Adopting risk-management processes

Research indicates that more and more businesses will adopt a holistic approach to risk management as they deal with growing economic uncertainty. Read this paper to learn how to establish a comprehensive risk management strategy that encompasses policies for overcoming each of these issues.

Wrong-way CVA done right

Credit valuation adjustment (CVA) has been at the forefront of many discussions since the 2007–2008 financial crisis as a result of losses taken by major market participants due to counterparty defaults on derivatives. Basel III and threatened clearing requirements are driving change.

Avoid the top five PCI mistakes

The goal of PCI, is not compliance for itself but better protection of credit card information. Read this article to understand how to avoid the top five PCI mistakes organisations make when they lose sight of this goal.

Putting cash to work - Now and post Solvency II

It looks like low interest rates are here to stay for some time. Insurance companies need to work out how to place their money and how to diversify, because there is little yield to be had at the front end of the curve. How investors can play a more active role in reviewing and structuring their…

Financial institutions at risk

Issues under consideration in this white paper include the regulatory landscape, guidance on hidden relationships and networks, and how to identify them. It looks at why financial institutions need to address these problems, and the roles of personnel and technology in the effort to combat money…