Investment funds - Distribution platforms

Investment funds is one of the major industry 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 plateform.

To complement your foundation learning on the Investment Funds Industry, PwC's Academy is pleased to offer the following modules:

• Investment Funds - introduction and market data (1h)
• Investment Funds - Actors, roles and responsibilities (1h)
• Investment Funds - Operational aspects (1h)
• Investment Funds - Regulatory framework (UCITS and AIFs)(1h)

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.

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

Alexis Bouly, Director at PwC Luxembourg.

Alexis 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.