Israel: Securities

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Article
Publication Of Past Performance By Licensed Investment Professionals In Israel: New Draft ISA Directive Open For Public Comment Until September 4, 2026
The Israel Securities Authority has published a draft directive that would permit licensed investment professionals to publish past performance data for the first time, marking a significant shift from the current prohibition. The proposed framework establishes uniform methodologies for portfolio managers, investment advisers, and investment marketers to present historical returns across three risk levels, with strict requirements designed to prevent selective disclosure and ensure transparency.
Israel Finance
SC
Shibolet & Co.
Article
When A Deposit Becomes A Security: How The ISA Drew The Line, And Why This Product Stayed On The Other Side Of It
The Israel Securities Authority has issued a staff position clarifying when hybrid bank deposits with performance-linked returns should be classified as securities. This analysis examines the key characteristics that determined whether a deposit offering guaranteed principal plus variable returns tied to lending activity falls within securities regulation or remains a traditional banking product.
Israel Finance
SC
Shibolet & Co.
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