Launching a UCITS fund in Europe was a major milestone for our company, but obtaining a UCITS license seemed like an overwhelming challenge. The regulatory requirements are strict, documentation is extensive, and compliance expectations are high. We needed an experienced partner to guide us through the process, which is why we turned to ECOVIS — and the results were outstanding.
From the start, ECOVIS demonstrated expert knowledge of UCITS regulations and investment fund structures. They didn’t just provide standard templates; instead, they took time to understand our fund strategy, governance model, and operational framework. This allowed them to create a tailored roadmap to guide our license application efficiently and effectively.
Preparing the application was a complex task. ECOVIS assisted us in drafting all necessary documentation, including risk management policies, compliance frameworks, shareholder agreements, and reporting procedures. Each submission was carefully reviewed to ensure full regulatory compliance, reducing the risk of delays or additional queries from authorities.
One of the most valuable aspects of working with ECOVIS was their management of communications with regulators. Whenever questions or clarifications were requested, their team prepared professional, timely responses. This proactive approach kept our application on track and made the entire process much less stressful than we had anticipated.
We also appreciated ECOVIS’s transparent timeline guidance. They provided clear expectations for each stage, keeping us updated on progress and allowing us to plan operational launches and investor communications without surprises.
Thanks to their support, we successfully secured our UCITS license, giving our fund the ability to operate confidently and compliantly across Europe. The process was professional, structured, and aligned with our strategic objectives.
If your company is planning to obtain a
UCITS license in Europe, I highly recommend ECOVIS. You can explore their investment fund licensing services here: https://ecovis.lt/fintech/investment-funds/
Partnering with experienced advisors like ECOVIS makes navigating complex European fund regulations manageable and positions your business for long-term growth and success.