Investment funds - Distribution platforms

Inter and intra-company training

Who is the training for?

Any person willing to enter the fund industry world. Any person from corporate support functions of funds asset service providers willing to better understand their working environment.

Level reached

Advanced

Duration

1,00 hours(s)

Language(s) of service

EN FR

Goals

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.

By the end of this session, the participants will be able to understand the market as well as role and tasks of a fund distribution platform.

Contents

  • The European B2B fund platform industry market evolution
  • Fund distribution value chain
  • Fund platform department and key roles and responsibilities

Additional information

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

Alexis Bouly 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.

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