Family Office in Luxembourg

House of Training / Brochures et dépliants

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3.  LUXEMBOURG INVESTMENT VEHICLES Particularities of special purpose vehicles set up in Luxembourg to structure investments Overview of Luxembourg investment vehicles  SOPARFI  SPF  SIF  SICAV  SICAR  Securitization vehicle Choosing the right vehicle (practical examples) Trusts  Different types of trust  Luxembourg tax aspects related to trust Family foundation Life insurance PRACTICAL INFORMATION DATES AND PRICES Course Schedule Dates Price (+ 3% VAT) Business Behaviour 09 :00 - 1 3 :00 9th June 2015 2 00,00 € Inheritance Planning and Wealth Transfer 09:00 - 18:00 5 th October 2015 400,00 € Family Governance 09:00 - 13:00 20th October 2015 200,00 € Luxembourg Investment Vehicles 09:00 - 1 8 :00 26th November 2015 400,00 € LANGUAGE All the sessions are held in English. VENUE Training Centre IFBL / Chamber of Commerce 7, rue Alcide de Gasperi L - 1615 Luxembourg An paying underground parking is available in the building. Several buses stop nearby. Details are to be found on REGISTRATION AND INFORMATION IFBL Customer Service / Tel.: +352 40 50 16 1 For company registrations please use the registration form which can be downloaded from (“outils – téléchargements” in the main menu). Please note that registrations on a private basis are only acceptabl e through the IFBL Web site (online registration and payment). Our general conditions are applicabl e (see our website

4. Registration form Regist R ation on a p R ofessional basis (private registrations are only accepted through our website For courses and/or examinations Name of the course Date (start) Date for chosen exam session (*) (**) (*) The dates published on our website have to be selected with a range of minimum 10 working days before the dispatching date of the registration form. (**) The presentation of a valid ID is required on the examination day. p a R ticipant Compulsory indications Optional indications  F  M Home address (street) Name Home address (town) First name Mobile Date of birth E-mail Member in the partner association  ACA  ACI  ADA  ALC O  ALRiM  ICMA  IIA  ILA e mploye R (company to be billed) Indications to be delivered with each registration Name  The emplo yer declares to have read and accepted the presently applicable general conditions of the IFBL. Date and signature Stamp of the company i ndications to be delive R ed only with the fi R st R egist R ation made by an employe R * Name of the company Street Postal code & town P.O. Box Postal code & town  Member IFBL  Member ACA  Member ALFI  Member ICMA  Member ILA n otifications to be sent to the following persons: Include participant  YES  NO Registrations Phone/E-mail Invoices Phone/E-mail Exams Phone/E-mail *These indications will serve for all future registrations from the same employer. Any modification has to be sent in writing. The collected data is processed in accordance with the regulations set out by the law of 2 August 2002 on the protection of persons with regard to the processing of personal data. Fax : (+352) 46 50 19 B.P. 13, L-2010 Luxembourg

1. Family Office in Luxembourg As one of the first countries to adopt a law on the activity of Family Offices, Luxembourg is building up a further pillar to strengthen its financial center on an international level. T he areas of activities for a Family Office cover a wide range of tasks which require a solid technical know - how in a variety of subjects as well as refined interpersonal skills. In 2014 , the IFBL , in collaboration with LAFO, developed a modular training programme targeting Family Office personnel as well as Private Bankers . Four of the courses out of this offer have now been rescheduled.  BUSINESS BEHAVIOUR (*) Behavioural aspects of the relationship with an international clientele The Image - the importance of self - perception  Five star palace or youth hostel – the definition of an image  Alignment of the image inside and outside the company  The importance of presentation/ Dress code Know you r client – a tailor - made service  Understanding the client’s needs and imperatives  Understanding the client’s internal and external environment  Building a relationship with the client – Service provider vs. trusted advisor  Identification of the clients relationships with other service providers and advisors Culture & communication  Intercultural differences in communication  Different types of communication  Communication techniques and active listening skills  Cultural do’s and don’ts  Developing cross - cultural competence General behaviour  Difficult situations/ conflict management  The five components of emotional intelligence  Meeting your client outside a working environment (*) The duration of this course has been changed from 8 to 4 hours

5. General conditions Registration procedure In order to ensure maximum flexibility, unless otherwise indicated, the IFBL offers separate regis tration for training courses and examinations. In most cases, it is thus possible to register for a course, without taking the ex - amination, or on the contrary, register for an examination in order to have your knowledge tested, without having attended the course. However, for advanced training courses, the IFBL reserves the right to require presenta - tion of a dossier or some other evidence to ensure participants have the necessary basic knowledge. Registration on a professional basis (payable by the employer): You can register in any of the following ways: • complete and return the registration form - by e-mail (scanned form (PDF) to be returned to - by fax (46 50 19) - by post (B.P. 13, L-2010 Luxembourg) Each registration form must contain the follo wing information: course and/or exam name, date of the session, participant’s forename, surname and e-mail ad dress, mobile number (optional), employer’s name, billing address if different from default data, see under “Notifications”). For training courses offered in collaboration with the professional associa - tions with which the IFBL has entered into a partnership, members of those associations can enjoy a discount off training courses organised in collabo - ration with that partner association. In order that these discounts can be granted, the employer’s or participant’s membership must be indicated on the registration form. The IFBL reserves the right to require proof. Registrations must reach the IFBL at least five working days before the start of the course. The IFBL reserves the right to rejection registration forms if the information is incomplete or supplied once the additional time allowed for providing full information has expired. Private registrations (payable by the private individual): Private registrations are only accepted online and by electronic payment. They must be submitted, approved and paid for by electronic means at least five working days before the start of the course /exam . Notifications On first contact, every employer registering employees for IFBL training courses must provide us with the following information: • Complete n ame and address of the company. • “ Registrations ”: Name and one e-mail address of the person to whom the IFBL should send its notifications relating to registrations (confirmations, can cellations...). These e-mails may be sent to the employer or the partici pant, or both. Once the preference has been selected, it will apply to all registrations from that company until otherwise instructed in writing. • “Examination”: Name and one e-mail address of the person to whom the IFBL should send its notifications relating to examination results. These e-mails may be sent to the employer or the participant, or both. • “Invoices”: Name and one e-mail address of the person to whom the IFBL should send invoices. By default, the address of the initial regis - tration contact will be used for all communications. Any change must be notified in writing to our Customer Service Department. Terms of payment For registrations on a professional basis, our invoices will be e-mailed, sep - arately from the course confirmation, to the billing address indicated on the registration form. They will not be signed. If a specific billing address is not given to us, the invoice will be sent to the registrations address . Other than for an input error on our part, requests to correct the billing address received after the invoice has been raised will entail an extra administration charge of 25.00 EUR. Applications for discounts on attendance fees for a course organised in partnership with an association of which the employer or participant are members will not be accepted unless that information was provided at the time of registration. As a general rule, payment should be made on the basis of that invoice within 30 working days of receipt. Any disputes will only be entertained within five working days of receipt of the invoice. Private enrolments are only accepted by on-line enrolment and and electronic payment. Cancellation conditions Cancellation of an enrolment for a course All cancellations must be advised in writing. Unless a medical certificate is provided, for cancellations received less than five working days before the start of the course, we will be obliged to invoice the full amount. Any can - cellation received before that time limit will be invoiced at 20% of the VAT exclusive price of the course, with a minimum of 50 EUR and a maximum of 1,200 EUR. It is possible to defer an enrolment, free of charge, to another scheduled session of a training course on the programme provided a written request reaches us at least five working days before the start of the original course. It is possible to replace one participant with another at any time before the start of the course at no additional cost. This must be notified to us in writing. The IFBL reserves the right to defer or cancel a course for organisational reasons or in the event of force majeure. Cancellation STUTaaP[b of registration for an examination Unless a medical certificate is provided, exam fees are due in full. Deferrals advised in writing 5 working days before the examination date are free of charge. It is not pos sible to replace one candidate with another. Course media and copyright The documentation used in our courses represents course media. It will be distributed to course members only and may not be sold, copied or divulged in any other way. Data confidentiality By signing the registration form, the company guarantees that it has ob - tained the participant’s permission to communicate his personal data for data processing purposes. The company also guarantees that the partici - pant has been informed of who that information will be given to: the em - ployer, the tutor and, if appropriate, any training institutions collaborating with the IFBL. Any subsequent amendments of these general terms and conditions will be published on our website. The last published version is applicable. c on T ac T IFBL - Customer Service B.P. 13, L-2010 Luxembourg T. 46 50 16-1 | F. 46 50 19 |

2.  INHERITANCE PLANNING AND WEALTH TRANSFER Toolbox for dealing with the different issues of succession and retirement Which law will apply to a succession?  Importance of International Private Law rules  Movable and immovable succession  The new EU regulation  The different Civil laws System of privileged heirs (latin law) System of free disposal (anglo - saxon law) What is the impact of the matrimonial regime?  The different regimes  Common goods  Personal goods What is the impact of a will? What is the impact of donation? Retirement, succession and legacy planning  FAMILY GOVERNANCE Introduction to the professional context in which a Family Officer is meant to operate What is a family?  Why does the definition of family matter?  Global definitions  The family in different jurisdictions  Family ˈDNAˈ Legacy  Family values  Family vision  Philanthropy What is governance?  Why are wealthy families so interested in family governance?  The principles of ˈproactiveˈ governance versus ˈgoodˈ governance  What is the impact of a ˈcultureˈ on governance? Family governance  Who is in the family?  How to create family governance  The changing role of the Family Office  Family constitution  Th e family Rule of Law  Working with a family council  Adding Board, Advisory Board and Committees members  How to organize the family’s assemblies The next generation  Communication: a key to family success  How to continue with the next generation  How t o train and inspire the next generation  Learning the DIY approach


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