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Event Detail

Speakers

  • Partner
    T: +1 617 728 7173
    F: +1 617 426 6567
  • Partner
    T: +49 89 21 21 63 22
    F: +49 89 21 21 63 33
  • Partner
    T: +353 1 436 8511
    F: +353 1 436 8501
  • Partner
    T: +352 45 62 62 23
    F: +352 45 94 65
UCITS - A Vehicle of Choice for U.S. Fund Promoters: Current and Future Developments
A Seminar Hosted by Dechert LLP's Financial Services Practice
Date: June 8, 2012
Time: 8:30 AM - 10:00 AM
Location: Boston, MA 
Register By May 31, 2012

The evolution of the UCITS product has contributed to its continued success as a global brand with investors both within and outside of Europe. This seminar will highlight certain regulatory changes that will impact UCITS, including providing an update on UCITS IV and insight into the agenda for UCITS V. Members of Dechert's Financial Services practice also will highlight certain regulatory challenges faced by U.S. managers in the current regulatory environment in organizing and distributing UCITS globally.

Seminar Topics:

  • Status update on UCITS IV, including KIID and cross-border notifications
  • Recent developments in distribution
  • Planning for UCITS V
  • Organization of UCITS: self-managed vs. management company
  • Two domiciles of choice: Ireland and Luxembourg
  • A short view on AIFMD (although not applicable to UCITS)
  • FATCA and the possible impact on European funds

Schedule

8:00 AM - 8:30 AM
Registration

8:30 AM – 10:00 AM
Program (breakfast will be provided)