Fonds d'investissement

UCI's: Organisation and Legal Life-Fundamentals

Objectives
  • To understand the legal and regulatory framework of UCIs
  • To understand the process of setting up an UCI
  • To master 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"

Formation
Formation
& Examen
Examen
8 heures
Chambre de Commerce du Grand-Duché de Luxembourg
voir affichage sur place (Chambre de Commerce du Grand-Duché de Luxembourg)
7, rue Alcide de Gasperi
Luxembourg, L-2981
Luxembourg
cliquez ici pour voir le plan
195,00 EUR