uaestumpartners

Compliance calendar · 2027

German fund deadlines. In your calendar.

Verified against the statutes. Kept current by us. Pick your licence, subscribe once.

A · Full licence

86

dates · 25 obligations · §§ 20 ff. KAGB

Annual reports and audits, Annex IV at your AuM tier, DORA, KAMaRisk, and everything below.

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B · Registered KVG

78

dates · 21 obligations · § 2 Abs. 4 KAGB

Annex IV once a year, § 45a audit, quarterly threshold check, and everything that applies regardless of licence.

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All dates without guarantee · a working aid, not legal advice

What's inside

Bundesbank statistics · monthly
AWV Z4 · monthly
AWV K3 / K4 · annual
Annex IV · by AuM tier
SFDR PAI statement
Threshold check · quarterly
AIF annual report · § 135 KAGB
KVG financials · § 38 / § 45a
DORA register
VAT returns · monthly
Feststellungserklärung
FATCA / CRS · BZSt
Investor tax reporting
ManCo filing · § 325 HGB
Cash reconciliation · monthly
LP quarterly report
Capital accounts · quarterly
Budget, insurance, audit kick-off

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Your calendar app re-fetches daily. Rule changes reach every subscriber automatically.

Legal basis in every entry

Statute, owner, data needed, consequence if missed. Tentative dates are marked.

Weekends handled

Authority deadlines roll to the next business day, internal targets to the Friday before.

German ManCo, financial year = calendar year, closed-ended Spezial-AIF. A working aid, not legal advice. v1 · 2026-10-22 · missed a deadline? tell us