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  • Article

    ELTIF Snippet Series #5 US Fund Managers: What You Can (And Cannot) Invest In

    The most common route for U.S. fund managers (USFMs) to raise capital from EU HNWIs is to establish a fund under the Luxembourg Part 2 UCI regime, optionally with an ELTIF label to notably benefit from the repute of this label, as well as from an EU marketing passport for retail investors
    LuxembourgCorporate/Commercial Law
    Loyens & Loeff
    Loyens & Loeff
  • Article

    All Your Eggs In One Basket: An Easter Thought?

    Conventional wisdom warns us against putting all our eggs in one basket: portfolios must be diversified, risk spread as thin as possible…
    LuxembourgFinance and Banking
    Atoz Tax Advisers
Atoz Tax Advisers
  • Article

    Joint ESA Supervisory Statement Provides Guidance On SFDR Application Timelines

    On 25 February 2021, the European Supervisory Authorities ("ESAs") published a joint supervisory statement (the "ESA Statement") providing guidance on the application of Regulation (EU) 2019/2088...
    LuxembourgFinance and Banking
    NautaDutilh Avocats Luxembourg
    NautaDutilh Avocats Luxembourg
  • Article

    RTS Expected To "Positively Impact Investments" In ELTIFs

    The European Commission on 19 July 2024 adopted the regulatory technical standards (RTS) for the regulation on European long-term investment funds (ELTIFs). Our investment experts provided more
    LuxembourgFinance and Banking
    Loyens & Loeff
    Loyens & Loeff
  • Article

    CSSF Communication To The Investment Fund Industry Relating To Liquidity Management Requirements

    On the 18th March, 2026, the CSSF issued a communication to the investment fund industry (the “Communication”) following the introduction of the Law of 3 March 2026...
    LuxembourgStrategy
    Ganado Advocates
    Ganado Advocates
  • Article

    The European Commission Takes France To Court Over Tax Discrimination Against Foreign Pension And Investment Funds

    According to articles 119 bis and 187 of the French code général des impôts, the dividends paid to foreign pension and investment funds are subject to a withholding tax of 25% or 15% if there is a bilateral treaty between France and the State where the investor is established.
    LuxembourgStrategy
    Wildgen
    Wildgen
  • Video

    Prendre Le Pouls Des Investisseurs Institutionnels (Video Content)

    Quelles sont les dernières tendances pour les investisseurs institutionnels ? C'est notamment à cette question que l'évènement RE-Invest co-sponsorisé par KPMG et organisé à l'occasion du MIPIM 2016 a tenté de répondre.
    LuxembourgCorporate/Commercial Law
    KPMG Luxembourg
    KPMG Luxembourg
  • Article

    US Fund Managers Using A Luxembourg Host AIFM: Any Impact On The Investment Process? – New York Office Snippet

    Loyens & Loeff New York regularly posts ‘Snippets' on a range of EU tax and legal topics. This Snippet focuses on the impact of engaging with a Luxembourg Host AIFM on a fund's deal process.
    GlobalStrategy
    Loyens & Loeff
    Loyens & Loeff
  • Article

    The Regulatory Landscape In The ESG Field: What Should We Expect In 2024?

    Our specialists are discussing key updates that we should expect in the ESG area for the asset managers in 2024. The consultation on the sustainable finance disclosure regulation (SFDR)...
    LuxembourgEnvironment
    Loyens & Loeff
    Loyens & Loeff
  • Article

    Crossborder Services By Third-country Firms: CSSF Recognises First Equivalent Third Countries And Clarifies When An Investment Service Is Rendered In Luxembourg

    On 2 July 2020, the CSSF published a regulation listing the first third countries with equivalent supervision regimes as well as a circular amending an existing circular on the regime applicable...
    LuxembourgFinance and Banking
    ELVINGER HOSS PRUSSEN, société anonyme
    ELVINGER HOSS PRUSSEN, société anonyme
  • Article

    CSSF Clarifies UCITS/AIFs Procedures For Annual Updates Of KIDs/KIIDs

    On 28 December 2023, the CSSF clarified the process to be followed by UCITS/AIFs when submitting the annual update of their KIDs or KIIDs.
    LuxembourgStrategy
    Arendt & Medernach
    Arendt & Medernach
  • Article

    Luxembourg To Amend The SPF Law

    A draft bill to amend the law of 11 May 2007 on the Luxembourg « SPF» has been introduced on 15 July in order to comply with the principles of both the Treaty on the Functioning of the European Union and the Agreement on the European Economic Area (EEA).
    LuxembourgTax
    Wildgen
    Wildgen
  • Article

    Becoming An Entrepreneur: Exploring The Start-Up Business Idea In Luxembourg

    Owning a business is a risky proposition. It demands time, entails a bolstered attitude and mindset, and requires skills in calculating and strategizing risk management.
    LuxembourgCorporate/Commercial Law
    Hance Law Avocats
    Hance Law Avocats
  • Article

    EU Retail Investment Strategy

    The EU Commission unveiled the EU Retail Investment Strategy (RIS) on 24 May 2023. Aimed at bolstering retail investor engagement in capital markets...
    LuxembourgStrategy
    CMS Luxembourg
    CMS Luxembourg
  • Article

    Additional Information For Investors In The Prospectuses Of UCITS and UCIS

    In its Newsletter N°130 dated November 2011 the Luxembourg Financial Sector Regulator (Commission de Surveillance du Secteur Financier, the "CSSF") requires the insertion of a paragraph in the prospectuses of UCITS and UCIs (referred to as "UCI" or "UCIs") newly created as of the date of publication of this Newsletter (i.e. 23rd November 2011).
    LuxembourgFinance and Banking
    Wildgen
    Wildgen
  • Article

    AIFMD II – Liquidity Management Tools For Open-Ended AIFs

    In its review of Directive 2011/61/EU (AIFMD), the EU Commission concluded that there is a need to facilitate the use of liquidity management tools (LMTs) across the Union.
    European UnionFinance and Banking
    Loyens & Loeff
    Loyens & Loeff
  • Article

    EU Commission Answers ESA Questions On SFDR Interpretation

    In September 2022, the ESAs jointly submitted questions to the EU Commission about the interpretation of the SFDR. The answers to those questions have now been published, including amendments...
    European UnionFinance and Banking
    Arendt & Medernach
    Arendt & Medernach
  • Article

    ELTIF Snippet Series #1 US Fund Managers – ELTIF As A Gateway To Capital From EU HNWI

    US fund managers (USFM) have traditionally focused on large institutional investors. To onboard EU institutions, USFM often rely on a Luxembourg-based investor-facing access...
    LuxembourgFinance and Banking
    Loyens & Loeff
    Loyens & Loeff
  • Article

    US Fund Managers Launching A Fund In Luxembourg, With Or Without A RAIF Wrapper? – New York Office Snippet

    Loyens & Loeff New York regularly posts ‘Snippets' on a range of EU tax and legal topics.
    LuxembourgFinance and Banking
    Loyens & Loeff
    Loyens & Loeff
  • Article

    How To Hone Your Sales Strategy With A Profitability Analysis

    magine a company called myBEAUdi Apparel, a trendy clothing and accessories producer. Economic headwinds are getting stronger—and what's myBEAUdi Apparel going to do about it?
    LuxembourgStrategy
    KPMG Luxembourg
    KPMG Luxembourg
  • Showing 41–60 of 180 results

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