The vast majority of fund managers under the Alternative Investment Fund Managers Directive (AIFMD) have now survived their first filing of the consolidated AIFMD reporting template – commonly referred to as Annex IV. Fund managers that have yet to file can learn from the experiences of those who just filed in January 2015, for the reporting period that ended on December 31, 2014. In this guest article, Jeanette Turner, Managing Director & General Counsel at Advise Technologies, LLC, shares useful feedback and lessons learned from hedge and other fund managers that filed in January. Next Wednesday, February 18, from 10:00 a.m. to 11:00 a.m. EST, Turner will expand on the thoughts in this article in a webinar entitled “Lessons Learned from the January Filing
.” She will be joined in that webinar by Simon Whiteside
, a partner at Simmons and Simmons LLP, and Stefanie Kirchheimer, a Director at PwC. The webinar will be moderated by Hedge Fund Law Report. To register for the webinar, click here
. For further insight from Turner, see “HFLR-Advise Technologies Panel Explores AIFMD Marketing and Annex IV Reporting Requirements
,” Hedge Fund Law Report, Vol. 8, No. 2 (Jan. 15, 2015). The Hedge Fund Law Report interviewed Turner in “Key Pain Points in AIFMD Annex IV Reporting and Proven Strategies for Surmounting Them
,” Hedge Fund Law Report, Vol. 7, No. 44 (Nov. 20, 2014); and she co-authored “A Practical Comparison of Reporting Under AIFMD versus Form PF
,” Hedge Fund Law Report, Vol. 7, No. 41 (Oct. 30, 2014).