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Fund Roadshow
Tuesday, 18 April 2023 4:00 PM CET

Past Event

In-person

18 Apr.

Tuesday, 16:00 CET

Fund Roadshow

Deloitte Luxembourg is pleased to announce the Fund Roadshow which will take place on Tuesday, 18 April 2023 from 16:00 to 18:30 followed by a networking cocktail at Deloitte auditorium.

Through our focused afternoon session, you’ll get up to speed on the most pressing regulatory tax impacts for funds, on topics ranging from AML and sustainability to emerging fund vehicles. We’ll cover the most relevant topics for traditional funds and areas of interest for the alternative fund world. 

Agenda

16:00

Introduction & Welcome

 

PART 1 | ALTERNATIVE FUNDS

16:05

Illiquid funds: Know your portfolio transparency and reporting requirements under Solvency II & AIFMD Annex IV

16:15

Luxembourg’s reverse hybrid rule: impacts on investor tax information, documentation & tax allocation 

16:25

ELTIF: What you need to know about the tax framework

16:35

SFDR reporting: Current market practices & challenges

16:45

Turning transparency reporting obligation into opportunity to attract institutional investors

16:55

Coffee Break

 

PART 2 | TRADITIONAL FUNDS

17:15

Panel I | Focus on most relevant tax governance indicators for the collective investment activities under CSSF circular 20/744   

17:35

Withholding taxes: Recent updates & future developments

17:50

Panel II | Hot topics on Investor Tax Reporting

Austria, Germany, UK, Switzerland, France

18:15

Wrap up

18:20

Networking cocktail

If you have any questions please contact luevents@deloitte.lu