UCIs - Incorporation and Legal Life

• 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

• 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

"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"