4 June 2019Abbaye de Neumünster, Luxembourg
Until the event on
4 June 2019
The ALFI TA & Distribution Operations Forum − the annual meeting of the leading TA and Distribution Operations community, bringing together global transfer agents, distributors and fund service providers − is only a few days away.
With a new generation of consumers, there are changing expectations out there. The fund industry must meet new demands. During the conference sessions, millennials’ preferred products and investment channels will be subject to the scrutiny of our experts.
FinTech and process automation play a huge role in this. Operating models are in a transformation phase and transfer agency is evolving. Before this backdrop, what will determine success? Find out what TA and distribution professionals in Luxembourg have identified as the drivers.
The impact of legal and regulatory developments on TA and distribution operations is paramount, and there is continuous movement in this area. Luxembourg has recently passed its law on distributed ledger technology (DLT). What does this mean − what tools are at a transfer agent’s disposal? What does state-of-the-art handling of AML/KYC look like? Are you up to speed regarding the new register of beneficial owners, and what role does communication play in your AML/KYC efforts? The impact of GDPR on TA operations will also be examined.
A separate session will look at the industry trends around costs, fees and charges.
Join the ALFI TA & Distribution Operations Forum to get a topical overview of transfer agency and distribution operations. Find out what the hot topics are this summer when the experts present recent surveys as well as the activity of the ALFI TADO Working Group.
Our convenient sponsorship or exhibition packages are suitable for organisations of all sizes and are designed to fit every marketing objective and budget. Whichever package you choose, you receive brand-building exposure with a broad variety of fund industry professionals.
Join this unique gathering of the global fund industry with its Asset Servicers and their peers.
Network with 250+ fund industry experts coming from over 12 countries from the US, Asia and the EU. Year on year on, 50% of conference participants are newcomers, which testifies that TA and Distribution Operations certainly remain appealing topics
Listen to high-level speakers representing the global TA and Distribution Operations community
Meet the Asset Servicers who administer and process a global reach of Luxembourg-domiciled investment funds, covering 70+ countries of distribution, over 7 million shareholder accounts, approx. 23 million yearly transactions and maintain over 56,000 distribution agreements
All subject matters discussed during the conference are timely, where conference organisers aim to provide participants with the maximum of thought provoking insights on today’s fund operations model
Engage with the ALFI’s unique community, representing the largest global fund administration centre for investment funds
Market Insights
Find out if Distribution & Transfer Agency Operations will soon get disrupted or will become a key player in the ongoing transformation of existing TA and distribution operating models
Around the world on TA & Distribution Ops
Learn from regional representatives from Asia and the USA as to their “glocal” hot topics affecting their respective fund operating models
Fintech
Get a realistic perspective on today’s proposed Fintech & RegTech solutions, Distributed Ledger Technology (DLT), Robotics Process Automation and Data Management & Security applications by leading fund industry IT experts
Regulatory agenda and impacts to TA & Distribution Ops
Hear it from service delivery leaders and the Luxembourg Regulator on the practical implications of MIFID 2, PRIIPS, GDPR and other key regulations directly affecting TA and Distribution operations models
