UCITS/non-UCITS Management Companies and AIFMs

Inter-company training

Who is the training for?

All public

Duration

8,00 hours(s)

Language(s) of service

EN

Next session

02.02.2026
See details
Location
Luxembourg

Price

220,00€

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

Contents

  • 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

Next session

Datum
City
Language and price
02.02.2026
Luxembourg
EN 220,00€
See details
03.02.2026
Luxembourg
EN 220,00€
See details
01.06.2026
Luxembourg
EN 220,00€
See details
30.09.2026
Luxembourg
EN 220,00€
See details
30.11.2026
Luxembourg
EN 220,00€
See details

Organization contact details

House of Training

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