Training Session

Wednesday
Apr 19, 2023
9:00 AM

To

Wednesday
Apr 19, 2023
12:00 PM
Where ?
Arendt House
41 Avenue John F. Kennedy
L-2082 Luxembourg-Kirchberg

Objectives

The objectives of this on-site session 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

  • Introduction
  • What is an ELTIF and what is the regulatory framework of an ELTIF? (including potential differences among the EU countries)
  • Landscape (incl. trends, facts and figures on what does exist, who are the peers who have launched it, how big are these funds? What kind of investment?)
  • Discussion points on the asset side
  • Tax treatment in the EU countries of the ELTIF (including Article 26 of the OECD Model Tax Convention on Income and on Capital)
  • Organisational aspects for the AIFM
  • Duties of the depositary
  • Marketing rules and distribution models and duties (including registration rules, documentation to produce, MiFID related questions (EMT, TPT), target market)
  • Amendment procedure and contemplated amendments (including timeline and the proposed ELTIF Regulation 2.0)
  • Questions & Answers

Speakers

Dr Stefan Staedter (Counsel, Investment Management, Arendt & Medernach)

and/or

Fiona de Watazzi (Counsel, Investment Management, Arendt & Medernach)

and 

Yves Philippart de Foy (Counsel, Tax Law, Arendt & Medernach).

Target Group

Compliance officers, legal officers and risk managers, portfolio managers, conducting persons,... 

Duration

3 hours 

Language

English

Price

400€

 

For more information please contact us by e-mail at institute@arendt.com

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