Client updates / Investment Marketing and Portfolio Management Law

ISA: New Guidelines on Offering and Intermediating Joint Investment Arrangements

2 December 2024 / Andrey Yanai, Michal Koren

The Israel Securities Authority published a position statement recently addressing various issues pertaining to brokerage activities and offerings of joint investment arrangements, including the applicability of the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law (“Advice Law”) and the Joint Investment Trust Law to these activities.

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Categories: Regulation

The Money Market Reform in Israel is Underway

1 September 2024 / Andrey Yanai, Amit Harel

The Knesset approved a series of legislative amendments this past July designed to promote competition in the money market – money market mutual funds, deposits and government bonds (short-term loans maturing in less than one year) – and to enable the general public to achieve higher returns on its short-term savings.

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Categories: Financial Regulation | Regulation

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Client updates / Investment Marketing and Portfolio Management Law