Establishing and Distributing ETFs in Europe

Europe is becoming a key market for exchange-traded funds (“ETFs”) with the recent growth expected to continue to record levels. Many sponsors are looking to expand their global ETF footprint through the establishment of a parallel European ETF structure or access the European ETF market with their existing ETF offering.

Topics include:

• The key steps in establishing a European ETF
• A case study on listing the ETF on a primary European exchange – the Frankfurt Stock Exchange (Deutsche Boerse)
• The new German tax treatment of ETFs from 2018
• Pan-European Solvency II treatment and respective considerations for marketing to insurance investors
• European distribution of US ETFs and evolving trends