Fund Industry in Luxembourg (C2023)

Inter-company training

Who is the training for?

Anyone wishing to be familiar with terminology, objectives and techniques of fund.

Duration

25,00 hours(s)

Language(s) of service

EN

Prerequisites

None.

Goals

  • Get an overview of general basic principles governing fund.
  • Understand and define the different categories of fund.
  • Know different functions around the fund.
  • Know how to interpret the law.
  • Be aware of theadministrative procedure.
  • Improve your personal analytical skills.

Contents

  • Introduction: Luxembourg investment funds.
  • UCI structures and specificities.
  • Authorization, supervision, restructuring and liquidation.
  • Investment rules.
  • Administration function.
  • Depositary.
  • Management Companies.
  • Investment policy.
  • Fund documentation and reporting.
  • Questions & Answers, exercices before exam.

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