This training is offered in both face-to-face and distance learning formats. More information

Description

Objectives
  • To understand the legal and regulatory framework of UCIs
  • To understand the process of setting up an UCI
  • To master the meetings of the corporate bodies of UCIs
  • To master amending UCIs’ documentation
  • To understand the operations of liquidation and contribution to another UCI
Programme
  • Setting up a fund (UCI)
    • Generalities
    • Procedures
    • Particularities regarding funds with multiple sub-funds
    • Public offering
    • Distribution
    • Request for listing on the Luxembourg Stock exchange
  • Modification of the constitutive documents of a fund (UCI)
    • Generalities
    • Investment companies
    • Mutual funds
  • Modification of the prospectus of a fund (UCI)
    • Procedures
    • Investor information
  • Company Meetings
    • Annual general meeting (AGM)
    • Board Meetings
  • Events occurring during the life of a fund
    • Replacement of directors
    • Replacement of an auditor
    • Filing of accounts
    • Change of the company address
What participants say about this training

"The trainer was just great!" / "Very well presented, excellent technical backgroud, compliments to the course presenter" / "Many interesting questions have been asked to the trainer who gave "real life" answers based on the practice and the rules"


Conditions

Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
Calculate the itinerary

Sessions and schedules

Download the schedule (PDF)

  • Tue 24.09.2024

    08:30 to 17:30

    8H

    UCIs - Incorporation and Legal Life

    Chambre de Commerce Luxembourg

Download the schedule (PDF)

  • Tue 17.12.2024

    08:30 to 17:30

    8H

    UCIs - Incorporation and Legal Life

    Chambre de Commerce Luxembourg

Duration 1H

Location Chambre de Commerce Luxembourg

  • Tue 07.05.2024 08:45 to 11:45
  • Tue 14.05.2024 08:45 to 11:45
  • Tue 21.05.2024 08:45 to 11:45
  • Thu 23.05.2024 08:45 to 11:45
  • Tue 04.06.2024 08:45 to 11:45
  • Tue 11.06.2024 08:45 to 11:45
  • Tue 25.06.2024 08:45 to 11:45
  • Thu 27.06.2024 08:45 to 11:45
  • Tue 02.07.2024 08:45 to 11:45
  • Tue 09.07.2024 08:45 to 11:45
  • Tue 17.09.2024 08:45 to 11:45
  • Tue 24.09.2024 08:45 to 11:45
  • Thu 26.09.2024 08:45 to 11:45
  • Tue 01.10.2024 08:45 to 11:45
  • Tue 08.10.2024 08:45 to 11:45
  • Tue 15.10.2024 08:45 to 11:45
  • Tue 22.10.2024 08:45 to 11:45
  • Thu 24.10.2024 08:45 to 11:45
  • Tue 05.11.2024 08:45 to 11:45
  • Tue 12.11.2024 08:45 to 11:45
  • Tue 19.11.2024 08:45 to 11:45
  • Tue 26.11.2024 08:45 to 11:45
  • Thu 28.11.2024 08:45 to 11:45
  • Tue 03.12.2024 08:45 to 11:45
  • Tue 10.12.2024 08:45 to 11:45
  • Tue 17.12.2024 08:45 to 11:45
  • Thu 19.12.2024 08:45 to 11:45