Formation - General overview of the Luxembourg AIF structures

Combien de temps dure la formation ?

3,00 heure(s)

Dans quelle(s) langue(s) la formation est-elle donnée ?

EN FR

Quand a lieu la prochaine session ?

Qui organise cette formation ?

PwC Academy fait levier sur l'expertise de PwC pour offrir aux organisations de tous secteurs et régions des expériences pédagogiques de premier ordre. Notre objectif est d'aider à développer les connaissances, les aptitudes, les compétences et l'expertise des professionnels pour accompagner leurs organisations dans leur développement.

Le contenu de cette page n'est pas disponible en français

À qui s’adresse la formation ?

Anyone keen to have a good knowledge of the legal, regulatory and tax framework for AIFs in Luxembourg.

Quels sont les objectifs poursuivis ou les compétences visées ?

As the major location for investment funds in Europe, Luxembourg offers a broad choice 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 of them allows participants to choose the most appropriate one for their particular project.

Tax considerations are also key and asset managers shall ensure that the fund structure is optimal from a tax perspective.

At the end of this training, 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.

Quel est le contenu de la formation ?

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

Que recevez-vous à la fin de la formation ?

Certificate of attendance

Quelles informations supplémentaires sont utiles à savoir ?

This training is coordinated by Mathieu Scodellaro, Partner in the Regulation, Risk and Compliance practice at PwC Luxembourg.

Mathieu Scodellaro is a partner in the Regulation, Risk, and Compliance practice at PwC Luxembourg, specialising in alternative investment funds and their service providers. He works across diverse strategies including private equity and real estate, supporting clients ranging from established asset managers to first-time fund managers. His expertise covers initial fund structuring, ongoing fund documentation maintenance, and managing exceptional events impacting funds. Mathieu has played a key role from the early stages of projects, acting as a business partner to clients. His work includes restructuring UCITS and alternative funds, strategic service provider restructuring, and delivering internal and external trainings on regulatory roles, depositary regimes, and Luxembourg’s sanction regime.