Course description
The course is delivered virtually as a live 1 day session on 6 Dec 2023 from 9 a.m. until about 5.30 p.m. UK time. This is the last public edition of this programme.
The scope of the AIFMD is broad and, with a few exceptions, covers the management, administration and marketing of alternative investment funds (“AIFs”). Its focus is on regulating the Alternative Investment Fund Manager (“AIFM”) rather than the AIF. An AIF is a 'collective investment undertaking' that is not subject to the UCITS regime, and includes hedge funds, private equity funds, retail investment funds, investment companies and real estate funds, among others. The AIFMD establishes an EU-wide harmonised framework for monitoring and supervising risks posed by AIFMs and the AIFs they manage, and for strengthening the internal market in alternative funds.
This highly practical 1 day course conducted by a senior compliance practitioner will explore the AIF industry, the components of an AIF structure, distribution and passport requirements. You will also learn about the registration and authorisation processes for AIFMs and regulatory reporting requirements. Finally, you will have a chance to learn in more detail about the AIFMD legislation and the latest market developments.
You may be also interested in one of the following programmes:
- CASS - Managing Client Money & Assets
- EMIR, MIFIR & SFTR Reporting - Challenges & Lessons Learnt - NEW
- MiFID Compliance - Main Areas & Lessons Learnt - NEW
- AML & KYC
- Regulations & Operational Compliance for Funds
- UCITS Funds
Book for any 2 courses at the same time and save extra £100! (in total, not per course).
Main topics
- Introduction to EU AIFMD legislation
- FCA level 2 impact
- Asset classes for AIF’s
- AIF structures
- Concept of the AIFM (the Operator) and the portfolio manager (Investment Manager)
- Subsistence requirement
- Depositary liability – impact on cost to AIFs
- The UK regulatory reporting
- Impact on regulatory capital for AIFM / portfolio manager
- Non-EU domiciled funds –v- EU domiciled funds
- Timetable for EU distribution passport
- What should we expect in the future
Suitability - Who should attend?
The course is relevant for Managers and Team Members from the Asset and Fund Management, Investment Banking, Hedge Funds and Institutional Investors with the following background:
- Funds Management
- Investment Management
- Fund Administration
- Portfolio Management
- Structuring
- Risk Management
- Lawyers
Outcome / Qualification etc.
Course certificate will be given on completion.
Course delivery details
We offer this course for both individual students, as well as the ability to book them as private in house training for companies looking to train employees.
Expenses
Early Bird offer £850 + VAT, regular price £995 + VAT. 10% discount for 3 people. There is no VAT charge for companies based outside of the UK.
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Eureka Financial
Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...