Events 17 May 2010

3rd Annual UCITS Luxembourg Conference: Implementing A Successful UCITS IV Strategy


General Information

Event date :

17 May 2010




UCITS IV Options in Light of the Level 2 Implementing Measures

The implementation of UCITS IV is a key focus for 2010 and now that CESR’s Level 2 implementation measures are known you can plan with confidence. With more detail comes increasing challenges, leaving many questioning the value of UCITS IV and whether any cost or efficiency savings can be achieved.

Featuring a European-wide speaker panel, you will hear the opportunities for optimising fund ranges and find out how  other companies are reacting. Our speakers will give detailed updates on the key features of UCITS IV in the light of the Level 2 measures and a European-wide panel will look at how it will be implemented in practice across member states.

Attend this conference and workshop to ensure your strategy is on track and help achieve operational efficiency for your company or clients.

UCITS IV for Improved Fund Ranges

  • Making the Most of UCITS IV 
  • Master-Feeder Funds:  What Do Managers Need to Have in Place to Achieve Efficiencies Savings ?
  • The New Notification Procedure: the Highlight of UCITS IV?  
  • Implementing UCITS IV: European Panel  
  • Pandora’s Box: the Tax Challenges
  • Implementing the KID 
  • Maintaining a Competitive Edge for Luxembourg 
  • The Management Company Passport in Practice 
  • UCITS for Alternative Managers 

Plus Pre-Conference UCITS IV Workshop 

UCITS IV: Product Challenges & Tax Strategies

Monday 17th May 2010, Luxembourg

As tax becomes the biggest hurdle to cost and efficiency savings, this workshop will show you how you can implement a tax efficient product strategy for your company.

Led by: KPMG


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Association des Banques et Banquiers, Luxembourg
12, rue Erasme | L-1468 Luxembourg
Tél.: (+352) 46 36 601 | Fax: (+352) 46 09 21
Heures d'ouverture:
Du Lundi au vendredi de 8h00 à 17h30

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