Chairpersons

Rafał Kwaśny (Franklin Templeton)
Hugo Larguinho Brás (Reply)

ALFI coordinator

François Baratte, Senior Legal Advisor

Mission statement

The objective of this forum is to bring together the asset servicing side of the fund industry and its participants to share experiences and discuss issues related to fund distribution operations from a transfer agency (TA) and distribution support services perspective. The ALFI TA & Distribution Forum liaises with the Luxembourg TA and distribution community and other related communities and associations in the world bringing together industry peers to share experiences and discuss issues related to global fund distribution operations, specifically those topics affecting global transfer agency and global distribution support services. It aims to build a bridge between the asset managers and their fund distributors and Luxembourg’s asset servicing practitioners’ community, focusing on the TA and/or partners to support and enhance the global fund distribution of Luxembourg-domiciled funds. Its main intent is to enhance the ease of doing business in Luxembourg-domiciled investment products from a global cross-border fund distribution support perspective. ​

Structure

4 TA & Distribution Forum (Plenary Session)
Rafał Kwaśny (Franklin Templeton)
Hugo Larguinho Brás (Reply)
4.1 AML/KYC TADO
Jean-Philippe Houard (Bank of New York Mellon)
4.2 TADO Making the transformation happen
Hugo Larguinho Brás (Reply)
4.3 TADO Hot topics
Rafał Kwaśny (Franklin Templeton)
Mike Stevens (JP Morgan Bank)
4.7 ALFI TA Steering Committee Asia
Caroline Higgins (Northern Trust)
4.8 TA Forum Steering Committee
Rafał Kwaśny (Franklin Templeton)
Hugo Larguinho Brás (Reply)

 

As of 15 June 2020

Forums 2020

download document