Financial Regulation and Supervision

FATF Guidance: Politically Exposed Persons (Recommendations 12 and 22)

This Guidance will assist in the effective implementation of these additional measures for foreign, domestic and international organisation PEPs, their family members and close associates, as set out in Recommendations 12 and 22.

Principles for the Valuation of Collective Investment Schemes

This document outlines a set of 11 principles for the valuation of Collective Investment Schemes (CIS) and are intended to be a basis against which both the industry and regulators can assess the quality of regulation and industry practices concerning CIS valuation.

Principles of Liquidity Risk Management for Collective Investment Schemes

This document outlines a set of principles against which both the industry and regulators can assess the quality of regulation and industry practices concerning liquidity risk management for collective investment schemes (CIS). These principles aim to reflect a level of common approach and to be a practical guide for regulators and industry practitioners.

Supervisory guidance for managing risks associated with the settlement of foreign exchange transactions

This document provides guidance to supervisors and banks on approaches for managing the risks associated with the settlement of foreign exchange (FX) transactions. It expands on, and replaces, the Basel Committee's Supervisory guidance for managing settlement risk in foreign exchange transactions published in 2000.

Revised FATF Guidance on AML/CFT and Financial Inclusion

This Guidance focuses on ensuring that AML/CFT controls do not inhibit access to well regulated financial services for financially excluded and underserved groups, including low income, rural sector and undocumented groups.

Suitability Requirements With Respect To the Distribution of Complex Financial Products

IOSCO issued nine principles to promote robust customer protection in connection with the distribution of complex financial products by intermediaries, including guidance on how the applicable suitability requirements should be implemented.

Recommendations for Securitisation Regulation

The report makes a series of recommendations aimed at ensuring securitisation markets, including cross-border markets, develop on what IOSCO views as a sound and sustainable basis. The report also provides a very broad overview of the state of the securitization markets around the world.

Principles for the Ongoing Disclosure of Asset-Backed Securities

The Principles for Ongoing Disclosure for Asset Backed Securities aim to enhance investor protection by providing guidance to regulators that are developing or reviewing their disclosure regimes for offerings and listings of asset backed securities.

Principles for Oil Price Reporting Agencies

These principles detail a set of recommended practices for Price Reporting Agencies (PRAs) that produce assessments which are referenced by oil derivatives contracts.

Policy Recommendations for Money Market Funds

IOSCO's recommendations aim to provide common standards for the regulation and management of money market funds (MMFs) across jurisdictions, articulated around some key principles of maturity, liquidity and credit risk. In addition, the aim of these recommendations is to supplement the existing frameworks where IOSCO considers there is still room for further reforms and improvements.

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