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

UCITS/non-UCITS Management Companies and AIFMs

Investment Funds

In collaboration with:

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Description

Objectives
On completion of this course, participants will be able to understand:
  • The activities, responsibilities and organisation of UCITS Management Companies
  • The activities, responsibilities and organisation of self-managed SICAVs
  • The activities, responsibilities and organisation of non-UCITS Management Companies
  • The key differences between AIFMs and UCITS Management Companies
Programme
  • Introduction – Basic principles
  • Luxembourg UCITS Management Companies ("Chapter 15 " Management Companies) :
    • Activities
    • Authorisation and operations
    • Delegation
    • Responsibilities
  • Self-managed SICAVs (UCITS)
  • Non-UCITS management companies ("Article 125-1" Management Companies)
  • Activities
  • Authorisation and operations
  • Alternative Investment Fund Managers ("AAIFMs") – Key differences compared to UCITS Management Companies
    • Scope of activities - exemptions
    • Authorised AIFM vs. registered AIFM
    • Authorization (including own funds requirements, CSSF application questionnaire, etc.) and operations
    • Delegation
    • Responsibilities
    • European passport for AIFMs

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
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Sessions and schedules

Download the schedule (PDF)

  • Tue 26.11.2024

    08:30 to 17:30

    8H

    UCITS/non-UCITS Management Companies and AIFMs

    Chambre de Commerce Luxembourg

Duration 1H

Location Chambre de Commerce Luxembourg

  • 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