Fund Management 2023: Chapter Germany
Regulatory framework and authorities
How is fund management regulated in Germany? Which authorities have primary responsibility for regulating funds, fund managers and those marketing funds?
Fund manager regulation
What is the authorization or licensing process for funds? What are the key requirements that apply to managers and operators of investment funds in Germany?
Fund marketing
Which rules are applicable to market fund interests to German investors? How can non-EU and EU funds be marketed to German institutional investors and retail investors be marketed to? What are the requirements for onboarding semi-professional investors?
German taxation of funds and fund investors
What are the main tax rules applicable to funds and fund investors under German tax laws?
Update and developments
What are the latest developments and hot topics in Germany for fund management?
