Gabrielle Jaminon

Gabrielle Jaminon

Luxembourg’s long-form reform – how ready are you?

Origin of the reform At almost 20 years old, the current long form is no longer adapted to today’s fund landscape. Why? Some fund types were not in the scope of the requirement, so investment fund managers did not need to prepare a long form–even though they play an important role in the fund ecosystem. In addition, the long-form data was not in a format th […]

Management companies: 4 major results of Covid-19

During a recent KPMG webinar, asset management experts shared their views on the impact of the Covid-19 crisis. Let’s look at the key takeaways from that discussion. 1) Working from home The most visible impact was an immediate, all-staff shift to working from home. This change, combined with the activation of BCP plans, proved successful with no significant […]

Management companies and AIFMs: time for a health check

On 23 August 2018, the CSSF released Circular 18/698 setting out rules for the authorisation and organisation of investment fund managers. The new circular aims to define a harmonised approach to Chapter 15 management companies, as well as AIFMs, replacing Circular 12/546 which laid down the CSSF’s expectation for UCITS managers only (though served as a ben […]

Will you add ELTIFs to your product toolbox?

AIFM listen closely: there’s a new product under development in Brussels that may be to your taste. We are talking about European Long Term Investment Funds (ELTIF). Initially proposed by the Commission last September, the new framework for investment funds is currently under discussion in the EU Parliament.

Lifting the lid on PRIPs: new endorsements from the EU Parliament

One week after the EU Parliament gave their backing to the latest PRIPs proposal, we would like to extract more juice from the final report. The Parliament’s final report on key information documents for investment products or ‘KIDs’ contains some good news, especially in light of the seemingly endless discussions about extending the scope of the proposed […]