Details

  • Industry: Financial Services, Fund Management
  • Type: Event
  • Date: 1/18/2011

European Fund Industry - The way forward - 01/18/2011 

As the European Fund Management Industry navigates its way through the implementation of the UCITS IV and AIFM Directives, KPMG's European Investment Management practice, with the participation of the European Commission, EFAMA and ALFI invited you to explore some of the key tax and regulatory developments at the heart of the funds sector, including the trends that are driving changes  across the market which are likely to shape the industry in years to come.

 

Please find below the handouts of the different sessions.

Workshops

 

UCITS IV - regulatory and tax aspects.pdf (531 KB)

 

Operational tax aspects for Fund Distribution.pdf (1 MB)

 

MIFID for UCITS IV Management Companies.pdf (351 KB)

 

FATCA - operational and strategic aspects.pdf (817 KB)

 

 

 

Plenary session European Fund Industry - The way forward

 

Introductory comments.pdf (489 KB) - Georges Bock, Partner, KPMG in Luxembourg

 

Merger of UCITS in the framework of UCITS IV.pdf (51.6 KB) - Jose-Maria Moncada, Policy Officer, European Commission

 

 

 

Please find below the podcasts from the event :

 

Podcast "Remedies for UCITS4 tax issues - merger of funds" - Jose-Maria Moncada, Policy Officer, European Commission

 

Podcast "EU Citizens deserve save products - Merger directive for funds" - Georges Bock, KPMG in Luxembourg

 

Podcast "Progress made for single ManCo - MasterFeeder" - Georges Bock, KPMG in Luxembourg