歐盟基金產業與法規國際研討課程_final by liwenting

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                        歐盟基金產業與法規介紹-
盧國基金產業、歐盟基金法規-
曝險計算與揭露、近期歐盟指令發展及外國帳戶稅收遵從法案(FATCA)之因應
、盧森堡基金公會對歐債危機之看法

一、課程說明:為協助會員了解盧森堡基金產業、歐盟基金法規-
       曝險計算與揭露、近期歐盟指令發展及外國帳戶稅收遵從法案(FATCA)之因
       應及盧森堡基金公會對歐債危機之看法等,特別邀請歐盟代表就該等議題與
       會員分享

二、參加對象:本會從業人員或對本課程有興趣者

三、參加人數:80人

四、開課日期:101年8月2日 下午2:00~4:30

五、開課地點:台北威斯汀六福皇宮 大觀殿 (台北市南京東路3段133號B2)

六、時數認列:可認列教育訓練時數2小時

七、課程費用:本會會員公司從業人員每人新台幣540元或訓練點數2點

八、課程內容規劃如下:
     時間                          主題                           主講人
2:00 – 2:15   Overview of the fund industry in LUX   Ching Yng Choi
(15 min)      盧森堡基金產業介紹
               The size of the industry
               Major types of UCITS
               Trend of new types of UCITS




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2:15 – 3:25    Introduction of CESR 10/788 and CSSF         Sven Muehlenbrock
(70 min)       Circular 11/512
               歐盟基金法規 - 曝險計算與揭露
                Definition of hedge
                Netting rules
                Calculation of global exposure using the
                    commitment approach
                Risk management process
                Definition of relative VaR approach and
                    Absolute VaR approach
                Information disclosure – prospectus and
                    annual report


3:25 – 3:45    Tea break
3:45 – 4:30    The latest market development in             Jacques Elvinger
(45 min)       Europe(UCITS IV &V, KII, FATCA …)
                近期歐盟指令發展及外國帳戶稅收遵從
                法案(FATCA)之因應


        ALFI’s opinion about Euro debts crisis
        盧森堡基金公會對歐債危機之看法
※主辦單位有更改課程內容之權利

九、講師介紹
              講師姓名                                      背景介紹




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Ching Yng CHOI
Head of Asia Representative Office                           待補充
                                         Sven has more than 12 years of experience in
SVEN MUEHLENBROCK                         audits and advisory related engagements,
Director, Financial Risk Management at    particularly regarding risk management processes
KPMG                                      and regulations, risk measurement and modeling
                                          as well as financial instruments.
                                         He is also member of KPMG’s technical
                                          competence teams on risk management, the risk
                                          management committee of the Luxembourg fund
                                          association (ALFI) as well as ALFI’s OTC-
                                          Derivate working group. Furthermore, he co-
                                          chairs ALFI’s working group on liquidity risk
                                          management as well as chair’s ALFI working
                                          group on Derivative Valuation and Trade
                                          Repositories.
JACQUES ELVINGER                         Jacques Elvinger, "maître en droit", became a
Partner at Elvinger, Hoss & Prussen       member of the Luxembourg Bar in 1984.
                                         He specialises in the field of investment funds and
                                          pension funds. As such, he is the principal in
                                          charge within Elvinger, Hoss & Prussen of the
                                          practice of investment funds and investment
                                          companies.
                                         He is a member of the Board of Directors and of
                                          the Executive Committee of the "Association of
                                          Luxembourg Investment Funds" (ALFI) and co-
                                          chair of the "Legal Commission". He is a member
                                          of the "Committee on Investment Funds", the
                                          "Committee on Pension Funds" and the
                                          "Committee on Investment Companies in Risk
                                          Capital" within the "Commission de Surveillance
                                          du Secteur Financier" (CSSF).

十、報名方式:請至公會網站 / 教育推廣 / 訓練課程項下報名

※ 本次課程備有同步翻譯,有需要者,請攜帶身分證明文件於現場借用。




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