Introduction to European Long-term Investment Funds - ELTIF

Inter-company training

How long does the training course last?

 4,00 hours(s)

In which language(s) is the training course taught?

EN

When will the next session take place?

Who is organising this training course?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

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Who is the training course aimed at?

Overall, the course caters to individuals and professionals seeking to enhance their understanding and proficiency in navigating the complexities of ELTIF investments within the financial landscape.

What are the aims or the skills being targeted?

Welcome to our introductory training program on European Long-term Investment Funds (ELTIFs). This program provides a comprehensive overview of ELTIFs, covering their framework, historical background, regulatory regime, marketing strategies, and outlook for the future. Whether you're an investor, financial professional, or regulator, this training will equip you with essential knowledge to navigate the complexities of ELTIF investments effectively.

The objectives of the course are:

  • Understand the framework and significance of ELTIFs.
  • Trace the historical evolution and latest iterations of ELTIFs.
  • Master the regulatory regime and investment procedures.
  • Learn effective marketing strategies for ELTIFs.
  • Prepare for the advancements introduced in ELTIF 2.0.
  • Enhance decision-making skills in ELTIF investments.
  • Ensure compliance and mitigate risks associated with ELTIFs.

What does the training course cover?

Framework

  • Why ELTIF?
  • Key facts and figures
  • ELTIF domiciliation
  • ELTIFs in Luxemburg

Background

  • Historical
  • ELTIF 1.0
  • ELTIF 2.0

ELTIF Regime

  • Authorisation
  • Service providers
  • Structuring
  • Investment Policy & Restrictions
  • How to invest & redeem

Marketing

  • Marketing of an ELTIF
  • Refresh: AIFMD passport regime
  • Marketing to retail investors
  • Distributor’s perspective

Outlook: ELTIF 2.0

  • Overview
  • Timeline
  • Marketing: specific passport regime
  • Investment Restrictions
  • Liquidity Management

How to contact the training provider?

House of Training

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