Fund distribution

Inter-company training

Who is the training for?

  • New joiners to asset servicing providers and asset managers in Luxembourg.
  • New joiners to the asset management legal profession in Luxembourg.

Level reached



3,00 hours(s)

Language(s) of service



In a constantly changing legal and regulatory environment, PwC's Academy along with the experts has designed this course to help you understand the fundamentals of the regulatory frameworks of the UCITS and AIFM directives and how these EU-wide regulations have shaped the fund industry and the way asset managers utilise them to market and distribute their products around the globe.

By the end of this course, participants will be able to:

  • describe the basic elements and benefits of the UCITS and AIFM regulations;
  • understand the passporting approach of both directives, and how asset managers offer their funds in multiple jurisdictions;
  • identify the various entities involved in the fund distribution lifecycle;
  • understand how Luxembourg evolved as a fund powerhouse and it's global positioning.


1. What is the UCITS directive and why is it important for the distribution of traditional funds
2. What is the AIFM directive and why is it important for the distribution of alternative funds
3. Luxembourg's positioning in the fund industry
4. Key markets of distribution for traditional funds
5. Key markets of distribution of alternative funds

Additional information

This training is coordinated by Robert Glover, Advisory Partner in the Global Fund Distribution practice of PwC Luxembourg, and Benjamin Reis, Advisory Director in the Global Fund Distribution practice pf PwC Luxembourg.

The training will be presented by experts in the regulatory and operational aspects of fund distribution, for both traditional and alternative funds.

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