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Version status: Revoked | Document consolidation status: Updated to reflect all known changes
Version date: 27 May 2019 - onwards
  Version 3 of 3    

Regulation 60 Redemption in specie

Revoked from 27 May 2019

(1) Subject to paragraph (3), where the prospectus of a UCITS provides for redemption in specie, the responsible person shall, in the prospectus of the relevant UCITS, also provide as follows:

(a) redemption in specie is:

(i) at the discretion of the UCITS, and

(ii) subject to the consent of the redeeming unit-holder;

(b) asset allocation is subject to the approval of the depositary;

(c) a determination to provide redemption in specie may be at the sole discretion of the responsible person where the redeeming unit-holder requests redemption of a number of units that represent at least 5 per cent of the net asset value of the UCITS.

(2) In the event of a redemption in specie in accordance with subparagraph (c) of paragraph (1):

(a) the responsible person shall, if so requested by the redeeming unitholder, sell the assets on behalf of that unit-holder; and

(b) the cost of the sale of the relevant units may be charged to the unitholder.

(3) Paragraph (1) does not apply to an exchange

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