Mensuel de janvier 2024 - Fonds d’investissement

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Tax considerations are a crucial aspect of the investors in alternative funds investment decision-making process
By Pierre KIRSCH and Jonathan PICARD, Partners, PwC Luxembourg   Managing investor expectations is a key part of any fund-raising process for an Alternative Investment Fund (“AIF”), understanding the tax needs of investors, collecting and checking the tax information is a central piece of any investor onboarding process.   The tax treatment of the AIF and the income received by investors on this investment as well as the quality of the tax reporting made to them, are significant factors that enter into the decision-making process that precedes an investment in an AIF. Moreover, the AIFs and their managers are also subject to several tax compliance rules with respect to their investors and notably from an AML and FATCA/CRS perspectives.  ...
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