The Asset Management Regime

The RGA constitutes the cornerstone of asset management activities, making it essential to understand its practical implications and anticipate the changes it will undergo following the new Directive (EU) 2024/927 of 13 March 2024, which introduced significant amendments to the AIFMD Directive and the UCITS Directive under AIFMD II. The training in question is fully updated in line with the changes to the RGA introduced by Decree-Law No. 103/2025 of 11 September.

• RGA and RRGA: Introduction & Source System
• OIC – Authorisation, Constitution and Vicissitudes
• Registration of Depositary Units
• The Management Company and Related Entities
• Subcontracting
• Disclosure Obligations
• Marketing / Distribution / Referral
• Real Estate Investment Funds: Framework and Modalities
• Venture Capital Companies: Framework and Specific Features
• Implications of AIFMD II / UCITS VI

•.Understand in detail the implications of the RGA.
• Anticipate issues relating to the transposition of amendments to the AIFMD Directive and the UCITS Directive.
• Prepare compliance strategies for management companies and professionals in the asset management sector.

Target audience

This programme is designed for board members, senior executives and technical staff of management companies for collective investment undertakings (SGOIC) and venture capital companies (SCR), as well as depositaries and auditors of investment funds (OIC).