Session Overview

This introductory AIFMD Annex IV Reporting session provides a comprehensive overview of the EU’s Alternative Investment Fund Managers Directive (AIFMD) regulation and the requirements for Annex IV Reporting. Designed as the first event in our series, it covers the background of the legislation, its objectives, and what it regulates.

Attendees will gain an understanding of which companies the regulation applies to and their specific requirements for completing an Annex IV report.

The session also includes a comparison between AIFMD and UCITS regulation, setting the foundation for more advanced topics covered in the masterclass.

Topics Covered

In this one day session, you will obtain a solid understanding of:

  • AIFMD Reporting Obligations – Who is in scope, frequency and contents
  • An Overview of the reporting requirements and the different forms
  • AIFMD Data Taxonomies
  • Jurisdictional differences
  • Submissions and XML validations

Who Should Attend

This AIFMD Annex IV Reporting session is designed for managers and team members working in Fund Management, Hedge Funds, Investment Banking, and as Institutional Investors.

Delegates for this session will likely work in:

  • Investment Management
  • Fund Administration
  • Portfolio Management
  • Structuring
  • Risk Management
  • Legal Consulting (Lawyers)

Session Details

  • Date: 18th September 2024
  • Location: Central London Hotel (TBC)
  • Price: £750 per day (Client rate: £200)
  • Maximum Attendance: 16 people per session

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