European Fund Taxation and Reporting

As investment funds continue to operate across multiple jurisdictions, tax transparency and regulatory reporting have become essential components of the European financial landscape. The ongoing evolution of international tax standards and reporting requirements reflects a broader commitment to market integrity, regulatory cooperation and investor confidence.

After completing this course, participants will be able to understand:

• The basic notions, terminology and importance of European tax reporting applicable to investment funds
• The basics of German, Austrian, Swiss, British, Italian,  Belgian, Norwegian, Swedish, Danish, Luxembourgish and French taxes

Introduction to pan European tax reporting for funds

Tax professionals, fund accountants, finance and reporting specialists, and employees of management companies, fund administrators, depositary banks or other financial institutions involved in the taxation and tax reporting of investment funds, seeking to strengthen their understanding of the European tax framework and reporting requirements.

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examinations sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.