Application Questionnaire To Set Up An UCITS

The CSSF informs that the current form «Application questionnaire for the set up of an undertaking for collective investment» on the web site is replaced for UCITS only from 1 September 2014 by a new "Application questionnaire to set up an UCITS" (in English only) to be used for submitting to the CSSF an application for approval to set-up an UCITS.

Similarly to the previous one, this application form aims at collecting the full information required by the CSSF to open and examine the file for approval of a new Luxembourg law UCITS. For all UCI other than UCITS, the current forms and procedures remain the same.

The new application questionnaire is an Excel spreadsheet where all the contents and topics to be analysed during the examination phase are compiled in different tabs, each tab offering a series of footnotes and drop-down lists to assist the applicant with accurately filling-in the required information. Applicants are advised to file the application only once all components of the project are fully available and stable. The transmission of a partial (incomplete) application may prevent either the start or the swift...