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A roadmap to the Overseas Funds Regime

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Photo: Thierry Monasse/Getty Images

CMS

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The OFR is set to redefine how non-UK domiciled funds can be marketed to UK retail investors based on the principles of equivalence.

HM Treasury and the FCA jointly published a Roadmap on May 1, 2024, for implementing the Overseas Funds Regime (the OFR). This follows on from the FCA’s December 2023 Consultation Paper on Implementing the OFR (see our previous article FCA consults on implementing the Overseas Funds Regime).

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