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AIFMD II: What is Live Today, What Arrives in April 2027

Speakers

Anurag Awasthi

Product Manager, Indus Valley Partners

Shria Pandey

Associate Director, Indus Valley Partners

AIFMD II is unfolding in two phases, but many fund managers are focused on only one. While liquidity management tools, delegation substance requirements, depositary oversight obligations, and loan origination rules are already live and subject to regulatory scrutiny, a much larger reporting transformation is approaching.

From April 2027, alternative fund managers will be required to submit Annex IV reports using ESMA’s new XML templates, introducing significantly expanded data requirements, prescribed reporting formats, and heightened expectations across EU regulators.

In this on-demand session, IVP regulatory experts explain both phases of AIFMD II, highlight where firms may face compliance and reporting gaps, and share practical steps to prepare for the 2027 transition. You’ll also learn how automation and managed services can help reduce reporting effort by up to 90%.

Watch This Webinar To Learn:

  • What AIFMD II requirements are live today versus what changes arrive in April 2027
  • Regulatory focus areas, including liquidity management tools, delegation substance, and depositary controls
  • Understanding ESMA’s new Annex IV XML reporting templates and expanded data requirements
  • Building a realistic roadmap for Annex IV readiness and avoiding last-minute remediation
  • Reducing compliance and reporting effort through automation and managed services

Regulatory Reporting

Maximize regulatory reporting efficiency with automation. This solution handles regulatory filings, manages threshold breach disclosures, and integrates seamlessly with enterprise systems and fund admins.

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