ELTIF Demystification and practical aspects
15:00 -
17:00 CEST
The objective of this training is to provide participants with an accurate practical overview of the ELTIF regime, with a particular focus on its evolution, advantages and challenges.
This training will be held remotely.
Audience
This training is directed at anyone interested in understanding the opportunities offered by ELTIF, as well as its legal and operational constraints.
Speakers
Experts in Investment Management will share their experience and answer your questions during the session.
This training has been developed and will be delivered by Marc Meyers, Managing Partner, and Dr. Sebastiaan Hooghiemstra, Senior Associate.
Agenda
- What is an ELTIF
- The road from ELTIF 1.0 to ELTIF 2.0
- ELTIF 2.0 – overview changes
- Product Requirements
- Eligible investment assets
- Conflicted investments
- Investment Restrictions
- Portfolio Composition & Diversification Rules
- Concentration Rules
- Restricted Activities
- Borrowing Restrictions
- Luxembourg fund toolbox & ELTIFs
- Redemption, Matching Mechanisms & Listing
- ELTIF Depositary Requirements
- Transparency requirements (e.g. prospectus, PRIIPs)
- Protection for Retail Investors
- European obstacles ahead
Participation certificate
A participation certificate will be issued after the training session.
Duration
2 hours.
Practical information and cancellation policy
Please read carefully our practical information and cancellation policy here.
More information
Click here for more information about THE ACADEMY by Loyens & Loeff or contact theacademy@loyensloeff.com.
Download here