This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our cookie notice for more information on the cookies we use and how to delete or block them.

Bookmark Email Print page

Set-up of investment funds in Luxembourg

A global coordination or a pick-and-choose solution


DOWNLOAD  

Our services

Deloitte Luxembourg's Regulatory Consulting team: a dedicated and specialised unit having deep product and market knowledge. We provide:

  • Advisory and compliance services to a number of major investment fund managers.
  • Assistance in the set-up of several types of Luxembourg investment funds (UCITS, UCI, SIF, SICAR).
  • Assistance in obtaining different licenses of Luxembourg financial service providers for Luxembourg based entities (asset managers, distributors of units in UCI, financial services administration agents, …).

Set-up of investment funds in Luxembourg

If you would like further information about our ancillary services, please feel free to contact us so that together we can find an appropriate solution to meet your expectations.

Find the appropriate regulated vehicle

SIF
Law of 13 February 2007
Flexible vehicle for well-informed investors, suited for any type of fund policy: hedge funds, private equity, real estate, transferable securities, bonds, debts instruments… with light constraints in terms of risk-spreading.
SICAR
Law of 15 June 2004
Flexible vehicle for well-informed investors, dedicated to high-risk investments such as private equity/venture capital investments with no risk-diversification rules applying.
UCI
Part II of the Law of 17 December 2010
Investment vehicle that may be offered to all type of investors and invest in all type of assets with a more regulated environment than SIFs and SICARs.
UCITS
Part I of the Law of 17 December 2010
Open-ended funds investing solely in listed transferable securities, units of other open-ended UCIs, money market instruments, deposits (< 12 months) and/or derivatives (eligible assets), easily distributed in the European Union with a Passport, subject to high investments restrictions (e.g. diversification and borrowing policy).

Contacts

Name:
Lou Kiesch
Company:
Deloitte Luxembourg
Job Title:
Partner - Regulatory Consulting
Phone:
+352 451 452 456
Email
lkiesch@deloitte.lu
Name:
Christopher Stuart-Sinclair
Company:
Deloitte Luxembourg
Job Title:
Directeur - Regulatory Consulting
Phone:
+352 451 452 202
Email
cstuartsinclair@deloitte.lu
Name:
Michael John Flynn
Company:
Deloitte Luxembourg
Job Title:
Directeur - Regulatory Consulting
Phone:
+352 451 452 060
Email
mjflynn@deloitte.lu

Share

 

Stay connected:
Get connected
Share your comments
More on Deloitte Luxembourg
Learn about our site

Recently published