General introduction to Investment Funds

Arendt House41A, Avenue John F. Kennedy
L-2082 Luxembourg-Kirchberg
Luxembourg

English

An investment fund or collective investment undertaking (UCI) is a financial structure which collects savings from several investors and commits to pursuing a specific investment strategy.
Luxembourg has been an attractive centre for the fund industry for three decades and is one of the largest investment fund centres in the world.

About the training session

Objectives

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

  • understand the basic principles applicable to Luxembourg investment funds
  • identify the main categories of undertakings for collective investment and their specific features.

Content

  • Legal and regulatory framework
  • Available regimes and structures
  • Establishment of an undertaking for collective investment
  • Parties involved in the functioning of an undertaking for collective investment: management company, central administration, depositary bank, etc.
  • Day-to-day “life” of an undertaking for collective investment: practical aspects

Target Group

  • Individuals in charge of fund administration
  • Service providers
  • Professionals in charge of legal, regulatory and compliance functions in the fund industry

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.

Duration

4 hours.

Languages

English


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

Documents about

General Introduction to Investment Funds

pdf76 KB