Regulatory reporting - UCITS and AIFs

By the end of this course, participants will be able to:

• describe the fundamental aspects of regulatory reporting requirements;
• identify the different reporting requirements based on fund type / investors;
• understand the registration and filing deadlines for the different regulatory reporting obligations.

• Main reportings under the European regulatory reporting framework
• What are the different drivers for the reporting requirements
• Potential consequences in case of missing reporting obligations
• Recent updates on the regulatory reporting landscape

This training is coordinated by Jonathan Picard, Tax Partner in the Global Tax and Compliance practice of PwC Luxembourg.

The training will be presented by experts in the investor tax reporting regimes for both, traditional and alternative funds.

Jonathan joined PwC Luxembourg in the Asset and Wealth Management practice. He is now a partner assisting global asset managers, focusing on reporting for investment funds (mutual and alternative funds). Thanks to his secondments to PwC London, he acquired a strong expertise in the UK reporting for mutual funds.