Duration

8,00 hours(s)

Language(s) of service

Next session

30.09.2026

See details

Location

Luxembourg

Price

220,00€

Who is organizing this training?

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.

Goals

On completion of this course, participants will be able to understand:

The activities, responsibilities and organisation of UCITS Management Companies
The activities, responsibilities and organisation of self-managed SICAVs
The activities, responsibilities and organisation of non-UCITS Management Companies
The key differences between AIFMs and UCITS Management Companies

Introduction – Basic principles
Luxembourg UCITS Management Companies ("Chapter 15 " Management Companies) :
- Activities
- Authorisation and operations
- Delegation
- Responsibilities
Self-managed SICAVs (UCITS)
Non-UCITS management companies ("Article 125-1" Management Companies)
Activities
Authorisation and operations
Alternative Investment Fund Managers ("AAIFMs") – Key differences compared to UCITS Management Companies
- Scope of activities - exemptions
- Authorised AIFM vs. registered AIFM
- Authorization (including own funds requirements, CSSF application questionnaire, etc.) and operations
- Delegation
- Responsibilities
- European passport for AIFMs