Investment funds are one of the major industries in Luxembourg and the number of assets supported on a distribution platform is constantly increasing. Through this training, we will make a first step into the fund distribution market and understand the role and services provided by a distribution platform.
- Investment funds - Introduction and market data
- Investment funds - Actors, roles and responsibilities
- Investment funds - Operational aspects
- Investment funds - Distribution platforms
- Regulatory framework (UCITS and AIFs)
This module is part of our Fund Accounting curriculum and our Transfer Agent curriculum.
Duration: 1h
Language: Available in English and French. The supporting material is only available in English.
Number of participants: up to 15
Available under intra-company course (i.e. dedicated session on demand)
Objectives
- By the end of this session, participants will be able to understand the market as well as the role and tasks of a fund distribution platform.
Content
- The European B2B fund platform industry market evolution
- Fund distribution value chain
- Fund platform department and key roles and responsibilities
Target audience
- Any person willing to enter the funds industry world. Any person from corporate support functions of funds asset service providers willing to better understand their working environment.
Our lead experts
This training is coordinated by Alexis Bouly, Director at PwC Luxembourg.
Alexis is a director within PwC Luxembourg and has over 15 years of experience in the fund industry. He started his career in the audit of investment funds and has been involved in large scales advisory projects related to investment funds such as fund accounting, transfer agents, fund platform migrations and outsourcing implementations across the globe.
