Led by:
Florent Denys
Counsel
About the training session
Objectives
The objectives are to provide participants with an overview of the legal and regulatory framework applicable to ELTIF and to give them opportunity to raise their questions towards our experts.
Content
- Overview
- What is an ELTIF
- Why choose the ELTIF label
- Overview of key features, regulatory framework
- The landscape
- Where are the ELTIFs domiciled,
- Key data, incentives on ELTIF investments, funds toolbox and
- Main characteristics
- Investment rules
- Portfolio composition
- Eligible assets
- Prohibitions
- Investment rules
- Borrowing
- Derogations
- Remedy of passive breach
- Structuring options
- Investment horizon
- Indirect investment
- Co-investments
- Intermediary companies master-feeder
- Eligibility assessment
- Professional only ELTIFs
- Key features, comparison table, solvency II
- Tax treatment
- What are the tax implications
- Liquidity considerations
- What are the liquidity considerations under the ELTIF regime
- Marketing framework
- How to distribute ELTIFs under ELTIF 2.0
- Questions and answers
Speakers
Our speakers belong to both our specialised and complementary teams, covering all legal, regulatory, taxation and advisory aspects of doing business in Luxembourg. We invite you to check our training agenda where the speakers are listed on each training session.
Target Group
Compliance officers, legal officers and risk managers, portfolio managers, conducting persons,…
Duration
3 hours
For more information please contact us by e-mail institute@arendt.com