Fonds d'investissement
UCIs: Organisation and Legal Life-Fundamentals (EN)
Objectives
- To understand the legal and regulatory framework of UCIs
- To understand the process of setting up an UCI
- To master meetings of the corporate bodies of UCIs
- To master amending UCIs’ documentation
- To understand the operations of liquidation and contribution to another UCI
Programme
- Setting up a fund (UCI)
- Generalities
- Procedures
- Particularities regarding funds with multiple sub-funds
- Public offering
- Distribution
- Request for listing on the Luxembourg Stock exchange
- Modification of the Constitutive documents of a fund (UCI)
- Generalities
- Investment companies
- Mutual funds
- Modification of the prospectus of a fund (UCI)
- Procedures
- Investor information
- Company Meetings
- Annual general meeting (AGM)
- Board Meetings
- Events occurring during the life of a fund
- Replacement of directors
- Replacement of an auditor
- Filing of accounts
- Change of the company address
What participants say about this training
"The trainer was just great!" / "Very well presented, excellent technical backgroud, compliments to the course presenter" / "Many interesting questions have been asked to the trainer who gave "real life" answers based on the practice and the rules"