Led by:
Gilles Dusemon
Partner
Luxembourg stands out as one of the world’s premier locations for investment funds. With its favourable regulatory framework, political stability, and strategic position within the European Union, it offers unparalleled advantages to investors and fund managers alike.
In this module, you will explore the unique attributes that make Luxembourg a global leader in the investment fund industry, the key success factors driving its continued growth and reputation.
Whether you’re new to the field or seeking deeper insights, this introduction will set the foundation for understanding Luxembourg’s critical role in the financial landscape.
Let’s get started!
The course is divided into the following key sections :
- Define investment fund-related key concepts
- Identify the different types of investment funds and their key features
- Distinguish between the main characteristics of UCITS and those of AIFs
- List the main directives and regulations in the Luxembourg legal framework
- Categorise the different investment vehicles
- Identify the legal form of a given investment vehicle (either corporate or contractual)
- Distinguish the different legal forms for corporate vehicles and their impacts on the shareholders’ / partners’ liability
- Identify the main actors involved in the investment fund life cycle
- Understand their roles and responsibilities in the investment fund ecosystem
- Distinguish their scope of action (appointments, delegations)
- Understand the regulatory, distribution, and tax constraints that drive fund structuring
- Give an overview of the main structuring options and how they work
- Differentiate between funds in corporate form vs contractual form
- Identify the key phases of fund set-up and which legal documentation is used
The course is divided into the following key sections:
- Module 1 – History, key developments and current trends
- Module 2 – Definitions, main characteristics and legal framework
- Module 3 – Classification of funds
- Module 4 – Main actors and their roles
- Module 5 – Structuring Luxembourg investment funds
Our fully digital learning programme features:
- Advanced interactivity: includes activities and scenarios
- Flexibility: learn at your own space and time
- Modernity: light course design
- Final Assessment: summary of essential knowledge
- 1 hour 40
This e-learning course is designed for legal professionals and advisers working within the Luxembourg investment fund industry, Investment Fund Managers, compliance officers
