Investment funds - Distribution platforms

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 propose to make a first step into the fund distribution market and understand the role and services provided by a distribution platform.

To complement your foundation learning on the investment funds industry, PwC's Academy is pleased to offer the following modules:

This module is part of our Fund Accounting curriculum and our Transfer Agent curriculum.

22 January 2025 (EN) - 3:30pm-4:30pm - On site

Price: 205.00 €

Duration: 1h

Language: Available in English and French. The supporting material is only available in English.

Number of participants: up to 20

You are interested in participating in this course but no sessions are currently scheduled? Please contact us and you will be added to our Show Interest list.

REGISTER

Objectives

By the end of this session, the 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 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.

Contact us

Contact details

PwC's Academy, Crystal Park Building, PwC Luxembourg

Tel: +352 49 48 48 4040

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