Ausbildung - Investment funds - Actors, roles and responsibilities

Wéi laang dauert d'Formatioun?

1,00 Stonn(en)

A wéi enger/n Sprooch(en) gëtt d'Formatioun gehalen?

EN FR

Wéini ass déi nächst Sessioun?

Wien organiséiert dës Formatioun?

D'PwC Academy baut op d'Expertis vu PwC op, fir Organisatiounen aus alle Secteuren a Regiounen héichwäerteg Léiererfarungen unzebidden. Eist Zil ass et, Fachleit dobäi ze hëllefen, hiert Wëssen, hir Fäegkeeten, Kompetenzen an hir Expertise weiderzëentwéckelen, fir datt si d'Entwécklung vun hiren Organisatiounen erfollegräich begleede kënnen.

Méi gesinn

Den Inhalt vun dëser Säit ass net op Lëtzebuergesch verfügbar

U wie riicht sech d'Formatioun?

Any person willing to enter the fund industry world. Any person pertaining to the asset servicing world, willing to better understand the actors surrounding its working environment.

Wéi eng Ziler gi verfollegt bzw. wéi eng Kompetenzen ugestrieft?

Investment funds are one of the major industries in Luxembourg. In the continuity of the module Investment funds - Introduction and market data, this course will cover the main actors involved in the investment funds value chain.

By the end of this training, participants will be able to understand the role and tasks of the main stakeholders of the Luxembourg fund industry.

Wéi gesäit den Inhalt vun der Formatioun aus?

Management companies
Depositary banks
Fund accountants
Transfer agents
Portfolio managers
Brokers
Distributors
Paying agents
Central securities depositaries
Auditors
Supervisory authority members

Wéi eng zousätzlech Informatioune si gutt ze wëssen?

This training is coordinated by Alexis Bouly, Director at PwC Luxembourg.

Alexis Bouly is a director with extensive experience in Luxembourg’s financial sector since 2008, specialising in supporting banks and asset servicers through their transformation journeys. With a background as a former auditor, Alexis possesses deep expertise in data, reporting, and regulatory frameworks, enabling detailed operational and compliance analysis. He has led digital transformation initiatives, including Robot Process Automation for fund administration, and managed multiple offshoring projects within securities services. Alexis has overseen post-NAV control framework revamps, financial statement reviews, and MIS reporting for major reinsurance clients. His project management experience spans TA and FA migrations alongside business-as-usual event coordination for leading European fund service providers.