Simmons & Simmons, PwC and Advise Technologies Share Lessons Learned from January 2015 AIFMD Annex IV Filing (Part Two of Two)

Many hedge fund managers made their first AIFMD Annex IV filing in January 2015.  That process generated actionable lessons for hedge fund managers that can be grouped into three disciplines: regulation, data and logistics.  On February 18, 2015, the Hedge Fund Law Report and Advise Technologies sponsored a panel discussion addressing lessons from the January 2015 filing in each of these three disciplines.  Simon Whiteside, a partner at Simmons & Simmons LLP, addressed regulation; Stefanie Kirchheimer, a director at PricewaterhouseCoopers, discussed data; and Jeanette Turner, Managing Director and General Counsel for Advise, focused on logistics; HFLR Publisher Mike Pereira moderated.  This article conveys insights from the panel on Annex IV filing logistics, technical issues and clarifications from regulators.  A prior article covered reporting obligations, data, calculations and interpretations.  See also “Seven Tips and Lessons Learned from January 2015 AIFMD Filers,” Hedge Fund Law Report, Vol. 8, No. 6 (Feb. 12, 2015); “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).

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