Global Fund Distribution 2014

Global Fund Distribution 2014 - Poster (March 2014)

This year's edition provides the top 50 cross-border management groups, including the different domicile platforms they use for international sales and highlights the evolution of cross-border distribution, the hotspot targets in 2013 and the key target markets of leading fund domiciles.



Global Fund Distribution 2014 - Poster (March 2014)
Global Fund Distribution 2014 - Poster (March 2014)
 
Global Fund Distribution 2014 - Printer-Friendly (March 2014)
Global Fund Distribution Poster - Printer-friendly version

If you would like to order a hardcopy of the poster, we will be pleased to have your request by email to pwc.publications@lu.pwc.com.




Further publications


Global Fund Distribution - Services


In an increasingly globalised world, it’s important to maximise the potential of any investment fund by looking beyond the domestic marketplace. PwC Luxembourg’s dedicated cross-border fund distribution team has the knowledge, experience and key connections to help you create a successful distribution strategy, achieve a quick and efficient market entry and ensure your funds remain in compliance with all host countries regulatory and tax reporting requirements.

 

Global Fund Distribution Services for AIFMs - Get your passport ready for the summer


On 22 July 2013 starts a new way to sell non-UCITS funds across the European Union. As from July, European AIFMs will be able to use a marketing passport to distribute European based AIFs within the European Union. In 2015, European AIFMs may have the possibility to use the marketing passport for non European AIFs. Finally, in 2018 only the AIFMD passport may be used with National Private Placement Regimes being eliminated.

 

European ETF Listing & Distribution


Recent years have seen phenomenal growth in the global ETF market due to strong and growing investor demand for effective and cost efficient products. 2013 confirms the strong appetite of investors for such products as issuers continue to launch new ETFs and look to expand into new markets.

 

3W - Our integrated Watch services


3W is an enhanced web-based service providing users with up to date details on regulatory and tax changes impacting asset managers' organisation and funds. 3W covers many key jurisdictions from a regulatory, tax and fund distribution perspective.

 

Global Fund Compliance - US Tax Reporting for US Investors


Do you have US investors in your fund? A question you have probably heard all too frequently as the topic of FATCA continues to gain in popularity. However, beyond the scope of FATCA, providing your US investors with the right US tax reporting allows them to properly optimise their US tax return filings.

 

Global Fund Distribution: German Tax Reporting


Despite various harmonisation initiatives in Europe, e.g. UCITs IV, tax reporting is still a very long way behind. Germany is a major distribution country for UCITs and non-UCITs funds and it also turns out to have one of the most complex and intricate tax reporting regime for investment funds. Germany is the only country requiring a third party to issue a statement on the accuracy of the tax figures.