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
EN
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