How to Open an UCI in Luxembourg

UCIs are very popular types of investment funds in Luxembourg. If you want to set one up, please contact us at https://www.lawyers-luxembourg.com/.
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Investment Funds in Luxembourg

Luxembourg is one of the most appealing investment fund destinations in Europe.
The legislation and variety of legal forms funds can take attract many professional and non-professional investors.

UCI Funds in Luxembourg

UCI – Undertaking for Collective Investment – is a common type of investment fund in Luxembourg.
It can take various forms and allows participants to share the costs of the fund.

Characteristics of UCIs

Luxembourg UCI funds have the following features:
- they enter the collective investment fund category;
- they allow multiple investors to participate to the capital of the fund;
- they follow specific investment policies.

Forms of UCIs in Luxembourg

A UCI fund can be created as:
- an open-ended investment company with a variable capital;
- a closed-ended investment company with fixed capital;
- a common fund.

UCI Registration Requirements

The following requirements must be met when registering an UCI in Luxembourg:
- the minimum amount for creation is 300,000 euros;
- it must operate under a legal entity agreed by the Luxembourg Company Law;
- it must appoint a depositary to safe keep its assets;
- it must obtain authorization from the Luxembourg Financial Regulator.

Fund Management Requirements

An UCI must appoint a Luxembourg manager in accordance with the EU AIFM Directive.
This will facilitate the access of the fund to other EU markets without further formalities.

Taxation of UCIs in Luxembourg

UCIs are subject to an annual subscription tax which is calculated based on its net assets.
They can also obtain various tax exemptions when investing in pension funds.

Services in Luxembourg

If you want to create an investment fund or set up a business here, our lawyers in Luxembourg are at your disposal.
Contact us for detailed information on all our services.

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