As the major location for investment funds in Europe, Luxembourg offers a broad choices of possible vehicles that meet most of the promoters' constraints, in terms of investment strategy, marketing and level of regulation or supervision. Understanding the characteristics of each category of vehicles allows you to choose the most appropriate vehicle for your particular project.
Tax considerations are also key and asset managers shall ensure that the fund structure is optimum from a tax perspective.
14 December 2023 (EN) - 2pm-5pm - On site
30 May 2024 (EN) - 2m-5pm - On site
Price: 585.00 €
Duration: 3h
Language: Available in English and French
Number of participants: max. 15
Objectives
At the end of this training, the participants will be able to:
- know the Luxembourg toolbox for AIFs;
- understand the characteristics, advantages and constraints of each vehicle category;
- understand the role of the different service providers to an AIF;
- understand the tax drivers that must be considered when discussing fund structuring.
Content
- Main Luxembourg and EU regulatory framework
- Luxembourg available vehicles (part II Funds, SIF, SICAR, RAIF and partnership)
- Umbrella and share classes structures
- Main service providers (AIFM, investment manager/advisor, distributor, depositary bank, central administration)
- Tax drivers to analyse when setting up a fund
Target audience
Anyone keen to have a good knowledge of the legal, regulatory and tax framework for AIFs in Luxembourg.
Our lead experts
This training is coordinated by Mathieu Scodellaro, Principal and head of investment funds at PwC Legal and Luc Petit, Tax Partner in the Alternative Tax team of PwC Luxembourg.
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