Events 25 October 2016

Depositary Bank Investor Protection and Brand Consolidation Panel Discussion

General Information

Event date :

25 October 2016

Event location :

Société Générale - 21, rue d‘Epernay, L-1490 Luxembourg

Time :

18:30 - 21:00

Organizer :


Organizer email :

Organizer website :

The Luxembourg Depositary Sector is impacted by new Regulations accompanied by a flurry of Technical Standard, notably UCITS V.  The key goal is clearly to strengthen Investor Protection and to reinforce the Brand of the Luxembourg Financial Center.

In this context, the overall Fund Administration Value Chain, Processes and Procedures as well as novel Technological Solutions are being reviewed in order to define future Operating Models.

The panelists will discuss investor protection, applicable current (UCITS, AIFMD) as well as future regulations (PRIIPS, MIFID) and explore potential impacts on the Luxembourg brand.


Moderated by Jean Pierre Gomez, Head of Regulatory & Public Affairs, SGSS


  • Julien FAUCHER, Managing Director, Amundi Luxemboourg
  • Serge BALATRE, Head of Business Development Depositary & ManCo, SGSS
  • Corine GERARDY, Chief Operating Officer, NN Investments Partners Luxembourg S.A.
  • Benoit SAUVAGE, Senior Advisor, ABBL
  • Frank ROESSIG, Country Manager, Akeance Consulting


  • Introduction
    • The importance of UCITS V for Luxembourg and its depositary banks.
  • Panel Discussion
    • How does the regulatory framework impact the (UCITS) brand?
    • What did UCITS V change for asset managers and depositary banks?
    • What are the most critical challenges you are facing today and in the near future?
    • What did you undertake precisely to protect the investor and/or re-enforce the investor protection?
    • How do you see Luxembourg depositary banks and/or Luxembourg management companies/asset managers evolving with regard to next regulation (MiFID II, PRIPS,..?)  
    • What would you change in the regulation if you could?

Q&A: Questions of the Audience
The panel discussion is expected to last 90 minutes, followed by a networking cocktail.


The participation is free of charge for IBF members. Non-members shall pay a participation fee of €25.
Please  note that there is no parking facility at Société Générale. Please use public transport or public parking facilities (CFL Parking close by).

Please register until October 19th, 2016 by Email to

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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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