Avsnitt
-
Smart UK Venture Capital Standards - BVCA Model Documents - Core Legal Analysis (UK VC) - Insights for Luxembourg Professionals - 0029 - We 4 June 25
Explore the essentials of UK venture capital documentation, highlighting the significance of BVCA model agreements for Series A investments. This episode clarifies key legal and market-driven elements of these documents, essential for Luxembourg professionals engaged in cross-border investment activities with the UK.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Prospectuses and Offering Documents in Luxembourg Funds and Securitisations - 0028 Tue 3 June 25
Today’s episode breaks down the core elements of prospectuses and offering documents in Luxembourg’s investment fund and securitisation landscape. From UCITS and AIFs to RAIFs and SVs, we explore the regulatory logic behind each disclosure requirement and the CSSF’s evolving expectations.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Saknas det avsnitt?
-
Corporate Finance Actors: Key Roles, Regulations, and Strategic Insights - 0027 - Mon 2 June 25
Today’s episode unpacks the mandates and responsibilities of corporate finance actors in Luxembourg’s financial centre. We explore how arrangers, lenders, underwriters, trustees, and issuers operate within a highly structured regulatory landscape shaped by EU directives and national frameworks.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Luxembourg Corporate Finance Documentation Analysis: Key Legal Frameworks and Evolving Market Standards 0026 Fri 30 May 25
Luxembourg remains a premier destination for complex financing transactions, offering a robust legal framework, flexible structuring tools, and a forward-looking regulatory environment. This episode presents a comprehensive Luxembourg Corporate Finance Documentation Analysis, highlighting how local laws and EU regulations shape documentation, timelines, and strategic choices in corporate finance across debt, equity, and securitisation deals.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Inside the LuxSE: How Luxembourg’s Exchange Powers Global Securities Issuance - 0025 - We 28 May 25
Today’s episode unpacks how the Luxembourg Stock Exchange supports international capital markets, with a focus on listing structures, regulatory oversight, and the evolving role of sustainable finance. From prospectus approval to digital issuance via blockchain, we explore why the Grand Duchy remains a trusted hub for issuers worldwide.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Full Legal Opinions in Luxembourg Finance: Foundation, Evolution, and Market Practice - 0024 - Tue 27 May 25
Full legal opinions are fundamental to Luxembourg’s financial sector, providing assurance, risk mitigation, and regulatory clarity in a dynamic cross-border environment. This episode explores their essential role, from structure and core parties to the latest regulatory and technological developments shaping opinion practice in the Grand Duchy, with practical insights for legal, compliance, and finance professionals.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector.
This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Enforceability Legal Opinions in Luxembourg Finance: Key Principles for International Transactions - 0023 - Monday 26 May 2025
In today’s episode, we explore the essential role of enforceability legal opinions under Luxembourg finance and banking law, highlighting their function as formal legal confirmations supporting cross-border financial transactions. Discover how these opinions provide assurance to international lenders and investors, clarify the responsibilities of local law firms, and reflect Luxembourg’s strategic position as a global financial centre; we also outline best practices and evolving regulatory considerations for market participants.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector.
This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
CBDF Framework in Luxembourg: New Rules, CSSF Guidance, and Practical Implications for Fund Managers - 0022 - Fri 23 May 2025
Today’s episode of the Luxembourg Fundcast delivers a concise analysis of the European cross-border distribution of funds (CBDF) framework and its Luxembourg implementation, highlighting how the Law of 21 July 2021 and the latest CSSF guidance streamline procedures for UCITS and AIFMs. We unpack what fund managers need to know about pre-marketing, marketing communications, de-notification, and modernised investor facilities, with a focus on compliance and operational efficiency. This update reflects Luxembourg’s commitment to maintaining its leadership in fund distribution by embracing harmonised EU rules, digital processes, and robust investor protection.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector.
This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Understanding Capacity Legal Opinions in Luxembourg Finance: Key Insights for 2025 - 0021 Thu 22 May 2025
Discover why capacity legal opinions are vital for Luxembourg’s robust financial transactions. Learn how they provide essential legal assurance, clarify powers and authorisation under local law, and mitigate risk for lenders, investors, and cross-border players. Explore the documentation, due diligence, and regulatory framework shaping these opinions, with special attention to the impact of evolving EU laws like DORA and MiCAR. This concise overview offers practical takeaways for legal, compliance, and governance professionals in Luxembourg’s dynamic finance sector. For informational purposes only; please verify details independently and consult with qualified professionals for tailored advice.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector.
This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Legal Opinions in Luxembourg Finance: From Capacity to Enforceability - 0020 - 21525
Today’s episode of the Luxembourg Fundcast breaks down the evolving role of legal opinions in finance transactions involving Luxembourg entities. We explore the difference between capacity and full legal opinions, from corporate authority checks to enforceability analysis. Hear how recent CSSF circulars and EU regulations are shaping legal opinion standards in areas like securitisation, crypto-assets, and digital resilience. Understand the real-world documentation and reasoning behind each opinion type, and when each is appropriate. A vital briefing for legal, compliance, and governance professionals in Luxembourg's financial sector.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
-
Understanding Legal Opinions in Luxembourg Finance: Foundations, Key Documents, and Regulatory Updates - 0019 - Tue 20 May 2025
Explore the essential role of legal opinions in Luxembourg's sophisticated financial sector, supporting transactions with clear assurances on legal capacity, enforceability, and regulatory compliance. Discover how expert guidance from local law firms, rather than in-house counsel, underpins confidence in cross-border and domestic financings. Learn about the documentation and due diligence driving reliable opinions, from articles of association to recent regulatory changes. Stay up to date with major developments, including the impact of DORA and CSSF circulars, shaping market practices and due diligence requirements. Luxembourg’s approach ensures both legal certainty and innovation remain at the heart of its thriving fund and finance ecosystem.
This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge available at the time of publication. It does not constitute financial, investment, or legal advice. We recommend that listeners verify the information independently and consult with qualified professionals for personalized advice.
-
Legal Opinions in Luxembourg: The Backbone of Transactional Certainty and Regulatory Trust - 0018 - 19525
Today’s episode explores why legal opinions play a central role in Luxembourg’s financial ecosystem. From complex cross-border deals to cutting-edge regulations like MiCA and DORA, legal opinions offer trusted clarity and enforceability. We examine their legal weight, professional privilege, and strategic importance for issuers, investors, and regulators alike. The episode also sheds light on how Luxembourg's civil law has successfully integrated this global common law practice. A must-listen for professionals working with high-value transactions or regulatory filings in Luxembourg.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
-
Crafting the SPA for French M&A via SOPARFI – Strategic Clauses, Legal Precision & Timeline Mastery - 0017 - 16525
In today’s Luxembourg Fundcast, we explore how to structure a Share Purchase Agreement in the context of French M&A transactions led by a Luxembourg SOPARFI still to be formed. From incorporation hurdles to drafting essential conditions precedent, we examine key clauses, legal workarounds, and timing risks. A practical guide for cross-border dealmakers navigating the Luxembourg–France corridor.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice and reflects information or the state of law, if mentioned, at the date of publication. For specific advice, whether financial or legal, please consult a qualified professional.
-
Luxembourg Intra-Group Financing 2025: SOPARFIs, Funds, and the Substance Imperative - 0016 - 15525
Today, we decode the evolving ecosystem of intra-group financing in Luxembourg, spotlighting SOPARFIs and investment funds. Discover why economic substance and arm’s length compliance are non-negotiable in 2025. We unpack the transfer pricing rules, AIFMD II’s loan origination regime, and the ATAD tax landscape. Expect sharp insights on structuring, risk management, and regulatory alignment. Whether structuring via SOPARFI or RAIF, this is your essential guide to smart, compliant financing in Luxembourg.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), CoSec, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice and reflects information or the state of law, if mentioned, at the date of publication. For specific advice, whether financial or legal, please consult a qualified professional.
-
Hybrid Instruments in Luxembourg: Mastering PECs, CPECs & PPLs in a New Era of Substance - 0015 - 14525
Today on the Luxembourg Fundcast, we unpack the evolving role of PECs, CPECs, and PPLs in Luxembourg's financial ecosystem.
As hybrid instruments face new pressures from ATAD, reverse hybrid rules, and Pillar Two, structuring them requires fresh rigor.
We explore how SOPARFIs and investment funds are adapting, and why economic substance is now non-negotiable.
Whether you're issuing, investing, or advising, understanding the debt-equity line is key.
Tune in for essential insights into staying compliant—and competitive—in Luxembourg's hybrid future.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), CoSec, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice and reflects information or the state of law, if mentioned, at the date of publication. For specific advice, whether financial or legal, please consult a qualified professional.
-
Debt Financing in Luxembourg: 2025 Legal and Strategic Insights for SOPARFIs & Investment Funds - #0014 - 13525
In today’s episode of The Luxembourg Fundcast, we unpack the latest developments in Luxembourg's sophisticated debt financing ecosystem as of May 2025. We explore how SOPARFIs and regulated fund structures—such as SIFs, SICARs, RAIFs, and UCITS—can structure and optimize their financing strategies within a robust yet flexible legal and regulatory framework.
Highlights include:
• Strategic use of bonds, hybrid instruments, and NAV facilities
• Key updates to the Financial Collateral Law and interest deductibility rules
• Implications of AIFMD II, including leverage limits for loan-originating funds
• Practical applications of the 85:15 debt-to-equity ratio
• CSSF, ESMA, and EU-driven compliance trends impacting capital structuring
• Sustainable finance trends and the role of the new European Green Bond standard
Whether you're structuring a SOPARFI deal, launching a fund, or advising on cross-border credit facilities, this episode is your essential legal compass for Luxembourg's debt landscape in 2025.
👉 Subscribe for daily insights into Luxembourg’s fund and finance ecosystem.
-
Share Premium and Equity Contributions in Luxembourg: Legal, Tax and Governance Essentials - #0013 - 12525
Today we unpack the legal nature and strategic use of share premium and Account 115 equity contributions in Luxembourg. Learn how to document them correctly and ensure compliance with the net asset test before any repayment. We explore key governance steps and recent court rulings reshaping tax treatment. Non-accountants will gain clarity on when and how these mechanisms apply. A must-listen for directors, legal advisors, and corporate officers in the Grand Duchy.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
-
Capital Strategies in Luxembourg: SOPARFI & Investment Fund Structures - 11525 - #0012
In today’s Luxembourg Fundcast, we dissect the sophisticated capital and financing frameworks that underpin Luxembourg’s SOPARFIs and investment funds. Whether you're navigating the legal intricacies of forming a holding company or structuring an AIF, this episode delivers a masterclass in fund architecture, hybrid instruments (PECs, CPECs), and recent regulatory shifts—AIFMD II leverage caps, ELTIF 2.0, and CSSF Circular 24/856 among them. From UCITS to SICARs, and from subscription lines to NAV-based leverage, we map out the evolving toolkit that continues to position Luxembourg at the financial frontier. Subscribe now and stay ahead with Luxembourg’s latest financial insights.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
-
Structuring Cross-Border M&A via Luxembourg SOPARFI – Legal Strategy, Tax Efficiency & Regulatory Outlook - #0011 - 10525
In this episode of the Luxembourg Fundcast, we explore the strategic use of a Luxembourg SOPARFI in the acquisition of French target companies. Drawing on the latest legal and tax frameworks as of May 2025, we unpack how SOPARFIs can optimize cross-border holding structures—leveraging participation exemptions, double tax treaties, and Luxembourg's evolving corporate environment.
We examine key structuring choices (SA vs. S.à r.l.), substance requirements, regulatory approvals (including French FDI and merger control), and the drafting of Share Purchase Agreements across jurisdictions. This briefing also highlights critical compliance risks under EU anti-abuse rules, ATAD 3, and the France-Luxembourg DTT’s Principal Purpose Test.
Essential listening for M&A professionals, in-house counsel, and fund structurers managing Franco-Luxembourg operations.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
-
Leveraging Luxembourg SOPARFI for Cross-Border Acquisitions: Strategy, Tax & Regulatory Insights - #0010 - 9525
Today’s episode explores how Luxembourg SOPARFIs empower strategic cross-border M&A. We unpack legal structuring choices (SA vs Sàrl), the updated 2025 tax landscape including CIT and Net Wealth Tax reforms, and how to harness participation exemptions and treaty benefits. Get insights on financing mechanisms, anti-abuse rules, and the essential role of substance. We also touch on DAC6 compliance, director duties, and post-closing obligations. Essential listening for legal, tax, and deal professionals navigating international acquisitions.
The Luxembourg Fundcast: Your concise daily notebook briefing on Luxembourg's dynamic financial landscape. Stay ahead with essential insights into the Grand Duchy's thriving fund industry and beyond. We deliver a curated digest of critical legal, regulatory, and compliance updates (including CSSF announcements and new legislation), key market trends, and governance strategies impacting professionals in Luxembourg's financial sector. Whether you're a legal expert, service provider, director, compliance officer (RC/RR), corporate governance professional, or a key decision-maker, we cut through the complexity to bring you timely analysis of the who, what, when, where, and how that truly matters to your daily operations and strategic planning.
This podcast includes content generated or assisted by artificial intelligence. The content shared on this podcast is for general informational purposes only. It does not constitute financial, investment, or legal advice, and reflects information at the date of publication only. For specific legal or financial advice, please consult a qualified professional.
- Visa fler
