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avantage presents at the ‘UCITS Funds Compliance Summit’

On 2 March 2011 avantage were very pleased to be invited to participate in the 12th Annual Fund Compliance Conference ‘UCITS Fund Compliance Summit’ in Luxembourg.

Vincent Galand, Managing Consultant, delivered a presentation on ‘Assessing whether the Actual Risk within the Fund is Consistent with the Risk the Investors are Willing and Able to Take: the role of the Luxembourg Management Company’. Vincent specifically discussed how Luxembourg firms can upgrade their UCITS III risk management platform and achieve UCITS IV compliance.


Download a copy of the presentation here.


Interested readers may also wish to read avantage’s response to avantage Response to FSA on Proposed Guidance on Assessing Suitability

Download a copy here