As of 22 July 2014, the transition period for alternative investment fund managers (‘AIFMs’) marketing their alternative investment funds (‘AIFs’) in the European Union has ended and AIFMs must now comply with the marketing and distribution rules under AIFMD.
The ability to raise capital is a necessary prerequisite for the success of an AIF. Luxembourg’s position as a major fund and financial centre means that it is important to be aware of the local specificities in relation to marketing and distribution not just in Luxembourg but also in other EU countries.
The objective of this training is to explain the AIFMD marketing passport and its application in practice as well as indicate the situations where distribution can continue to take place using private placement rules with reference to Luxembourg and other EU jurisdictions. Furthermore, considering the delay in the marketing passport extension recently announced, the training will also focus on alternative solutions for non EU AIFM to markets their products into European markets.
- AIF Distribution – principles
- EU Marketing passport
- Distribution without a passport (National Private Placement Regimes)
- Marketing concept / rules
- Practical case
Alexandra Leininger (Senior Manager, Arendt Regulatory & Consulting),
Rosine Tscheu (Manager, Arendt Regulatory & Consulting).
Investment managers who wants to better understand the challenges of the cross border distribution of AIFs, or any legal person in charge of it.
For any information, please contact us by e-mail firstname.lastname@example.org