Die AIFM-Richtlinie gilt für alle Vermögensverwalter, die professionellen Anlegern und Kleinanlegern angeboten werden und nicht als OGAW eingestuft sind. Sie gilt u. a. für Verwalter von Private-Equity-, Hedge-, Infrastruktur-, Immobilien-, Aktien- und Rentenfonds.
Under the AIFMD, a manager of investment funds needs to obtain an AIFMD licence to manage an alternative investment fund. These licensed managers must comply with a large amount of detailed requirements. Projective Group is a leading consultant with regard to advising asset managers in the process of obtaining an AIFMD licence.
Small managers are exempted from this licence requirements when the assets under management of the investment funds managed don’t exceed specific thresholds. Though, these exempted managers still must be registered at their local supervisory authority and must comply with some specific requirements. This regime is referred to as AIFMD-light.
Fund managers registered under the AIFM-light regime must be careful not to exceed the exemption threshold. Once they exceed the exemption threshold, they will need to obtain an AIFMD licence. In an article, we explain when managers cross the exemption threshold and how they can prepare for this moment.
If you are approaching the exemption limit, Projective Group can assist you with your licence application. Our specialists are also ready to assist you with your ongoing AIFMD compliance once you have obtained your licence. Some of the ways in which we can assist you include:
Möchten Sie den Wissensstand über die AIFMD in Ihrer Organisation verbessern? Unser AIFMD-Awareness Training wurde von unseren Risk & Compliance Spezialisten entwickelt. Dieser Online-Kurs, der von unserem Lerninstitut The Ministry of Compliance durchgeführt wird, deckt sowohl die Zulassungsanforderungen als auch die laufende compliance mit AIFMD ab. Am Ende des E-Learning-Kurses werden Sie wissen, wann ein Investmentfondsmanager eine AIFMD-Lizenz benötigt und welche Anforderungen erfüllt werden müssen, um die Lizenz zu erhalten und aufrechtzuerhalten.
