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.
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