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Traditional funds

As an investment manager, you are looking to benefit from sustainable, seamless and cost-effective tax reporting for your cross-border fund distribution. Navigating through the various tax and regulatory regimes requires good knowledge of the local principles. Our GTC team has developed a strong expertise in assisting asset managers to deal with tax and regulatory reporting obligations in Europe and beyond.

Our services

Find out more about the investor tax reporting services we offer in each of the following countries or regions:

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As a traditional asset manager, you want to successfully satisfy requirements of both institutional investors and regulators.
Explore our full set of regulatory reporting services we offer in European countries.
Country Investors Type Reporting
Europe Insurance companies
  Credit institutions
  Retail clients
  Supervisory authorities
  Distributors
Italy Pension schemes
Austria Pension schemes
Germany Insurance companies
  Credit institutions
  Pension schemes

Scope of services

  • Data collection and checks (completeness, technical and business);
  • Asset classification, breakdown and look-through according to regulatory reporting principles;
  • Compilation and production of reports under regulatory and technical standards expectations;

  • Certification of clients computations;
  • Advice on regulatory reporting.

Contact us

Oliver Weber

EMEA AWM Tax leader, Luxembourg AWM leader, PwC Luxembourg

Tel: +352 49 48 48 3175

Christian Heinz

Global Tax Compliance Leader, PwC Luxembourg

Tel: +352 621 33 2247

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