Private debt: tax and compliance

À qui s'adresse la formation?

Alternative investment fund managers and their employees
Conducting officers
Independent board members of alternative investment funds and their general partners
Valuation practice staff
Financial managers
Accountants
Custodian officers
Relationship managers
Compliance officers and internal auditors
Other professionals of the financial sector involved in the management and/or administration of alternative vehicles

Niveau atteint

Intermédiaire

Durée

3,00 heure(s)

Langues(s) de prestation

EN FR

Prochaine session

Contacter l'organisme

Objectifs

By the end of this course, participants will be able to:

understand and get more familiar with a complex tax topic;
dive into ATAD requirements and international tax matters.

Also participants will be able to understand the requirements of investor tax reporting depending on investors and fund profiles.

Contenu

Main regulatory considerations
Fund reporting regimes, regulatory reporting regimes and products taxation
Investors tax reporting
Main tax considerations
Structuring example

Certificat, diplôme

An attendance certificate will be sent to the participants.

Informations supplémentaires

This training is sponsored by Nicolas Payet, Partner and coordinated by Pierre-Yves Thomas & Sosé Tadevosyan, respectively Director and Senior Manager at PwC Luxembourg.

With an almost 2 decades long career as an auditor within PwC in both our Luxembourg and New-York offices, Nicolas is an expert of alternative investments funds. He is an active member of our integrated alternative investments department and our private debt funds leader.

Pierre-Yves is a director leading audit assignments on international clients operating in mutual funds, private equity and private debt sectors. He is experienced within sustainable finance in private markets with a particular focus on private equity and private debt industries.