UCITS V

Services

Our UCITS V services offering

Our team of experienced professionals with recognised industry experts can help you to meet the challenges and opportunities brought forward by UCITS V.

Deloitte Luxembourg has a regulatory, compliance and tax knowledge in the investment management area, especially important in designing and building your UCITS operating model and processes.

Our large and extensive market experience and exposure through previous and on-going engagements with most of the largest fund service providers as well as asset managers is a further asset.

Our methodologies and knowledge management center have also an accelerator role in projects we engage in.

Our value proposition can be summarised around four axes:
1. Sound regulatory knowledge
2. Active participation in industry initiatives
3. Consulting skills and methodologies
4. Strong expertise in the fund servicing industry

To help you facing the UCITS V challenges and realise the given opportunities, Deloitte offers different packages of services which you can chose on a bundled or unbundled basis. 

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Product and servicing strategy

  • With our extensive experience in UCITS regulatory compliance, Deloitte is the right partner to help you defining your new Target Operating Model.
  • Deloitte can also assist you to review your UCITS product and service strategic offering.

Regulatory watch and health check

Deloitte’s UCITS compliance hotline can answer all your questions regarding the new regulatory framework. We can also help you enhance your regulatory awareness through tailored training sessions or workshops.

To comply with the regulatory changes, we believe the time is right to perform a gap analysis of the depository controls framework. Deloitte has become a specialist on depositary health checks and implementation roadmap definition. 

Implementation and ad-hoc advisory

After definition of your new model, Deloitte can further offer assistance in the implementation of the new controls framework or new operating model.

Deloitte’s proven project and change management methodologies can support you during the entire UCITS V compliance project, including the review of remuneration and sanctions monitoring policies. 

Contacts

Vincent Gouverneur

Vincent Gouverneur

Partner | EMEA Investment Management Leader

Vincent is a partner within the advisory and consulting department and also leads the clients and markets initiative as well as all services relating to the investment management industry in the Europ... More

Benjamin Lam

Benjamin Lam

Partner | Investment Management Leader

Benjamin is a partner within the audit department and has over 20 years of experience in the financial services and commercial industries. He leads Deloitte Luxembourg's private equity and real estate... More

Lou Kiesch

Lou Kiesch

Partner | Regulatory Consulting Leader

Lou joined Deloitte in November 2001 as Director in the Risk Advisory department, where he currently heads up the Compliance and Regulatory Practice. Since June 2005, he is partner within Deloitte’s R... More