General introduction to Fund Governance

Description

The training is part of the Fund Governance Masterclass, a certification programme with the below topics:

• Module 1 - General introduction to Fund Governance
• Module 2 - Governance of AIF and AIFM 
• Module 3 - Portfolio & risk management oversight for UCITS & Alternatives
• Module 4 - Fund Administration, Depositary and Valuation
• Module 5 - AML/CFT: key considerations for the Fund industry
• Module 6 - The role of the auditor
• Module 7 - Marketing, distribution and transfer agency
• Module 8 - ESG developments for Fund Directors
• Module 9 - Technology challenges for Fund Directors
• Module 10 - Fund Governance in Practice 
  

The programme will kick-off with an overview of fund governance in Luxembourg. This introduction will provide an overview of the different types of structures in the fund industry, highlight the roles and liabilities of Fund Directors, the role of the Conducting Officer, the findings of industry surveys on fund governance conflicts of interest, tax questions for Directors, key regulatory requirements and developments, and how to oversee compliance with such regulatory obligations. An interactive case study completes the two-day session.