Navigating through the AIFMD

Context

An AIFM is a manager of an alternative investment fund which includes hedge funds, private equity funds, real estate funds and a wide range of other types of institutional fund. It is essential that the risks that AIFMs pose to their investors, to the financial markets and to the companies in which they invest are rigorously monitored and controlled.

Objectives

At the end of the training, participants will be able to:

• navigate through the main topics of the AIFMD
• understand how the AIFM environment works
• elaborate the structuring of an AIFM from a practical perspective (its scope of application, its authorisation, its organisation and operation as well as the service providers dealing with the AIFM)

Content

• Scope of application: practical questions
• Determination of the AIFM/impact on Luxembourg products
• AIFM functions
• Delegation of functions: How? To whom? No letter box entity
• Organisational rules, operating conditions:

          - Resources
          – Policies and Procedures

• Valuation function (overview)
• Transparency requirements
• Depositary function (overview)
• Marketing & Management Passport

Speakers

Our speakers belong to both our specialised and complementary teams and as such cover 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

This training session is directed to all staff members with a need to understand the AIFMD. In particular the following staff are recommended to follow this course:

• Directors, conducting officers, heads of unit and employees
• Managers within service providers, such as depositaries and administrators
• Product managers
• Client relationship managers
• Sales and marketing staff
• Investment officers

Duration

​1 day.

Language

English

For any information, please contact us by e-mail institute@arendt.com