Sie befinden sich hier: Startseite > Weiterbildungen > House of Training

Investment Policies and Restrictions in UCITS - Fundamentals

8 Stunde(n)

Ziele

At the end of this training, the participant will be able to:

understand the legal framework of investment restrictions applicable to UCITS
understand investment restrictions relating to traditional financial instruments used by UCITS
understand investment restrictions applicable to UCITS using derivatives or securities lending, repurchase and reverse repurchase transactions

Inhalt

Reminders

Financial instruments
Regulatory framework of UCITS funds

NOTIONS OF REGULATED MARKETS AND TRANSFERABLE SECURITIES
BASIC RULES RELATING TO UCITS

Securities, money market instruments, units of funds
Index tracking UCITS
Borrowings
Control and significant influence

RULES RELATING TO

Simple derivatives, securities embedding a derivative, and global risk
Securities lending, pensions, and repo transactions

Bewertung

Zertifikat, Diplom

At the end of the training, the participants will receive a certificate of attendance delivered by the House of Training.

Kontakt mit dem Anbieter aufnehmen

House of Training

customer@houseoftraining.lu

+352 46 50 16 1

Für den Inhalt dieser Weiterbildungsbeschreibung haftet alleine der Verfasser, d. h. der Weiterbildungsanbieter House of Training.

Kontakt mit dem Anbieter aufnehmen

House of Training

customer@houseoftraining.lu

+352 46 50 16 1

Merkmale

Organisation	Blended learning
Sprache der Dienstleistung
Partnerschaft	In collaboration with: ALFI ASBL

Den Weiterbildungsanbieter nach dem nächsten Termin, dem Preis oder der Möglichkeit der individuellen Anpassung fragen

	Funds of Hedge Funds - Understanding the Specifics of Accounting and Custody 8 Stunde(n), Luxembourg
	Private Equity - Fundamentals of Fund Set Up and Structuring 4 Stunde(n), Luxembourg
	Organismes de placement collectif (OPC) - Approfondissement 16 Stunde(n), Luxembourg
	IRS et swaps financiers 8 Stunde(n), Luxembourg
	Actions - Approfondissement 12 Stunde(n), Luxembourg
	Private Equity - Specificities of Fund of Funds Strategies 4 Stunde(n), Luxembourg
	OPC - Fondamentaux des acteurs et du cadre légal luxembourgeois 8 Stunde(n), Luxembourg
	IRS and Financial Swaps - Fundamentals 8 Stunde(n), Luxembourg
	UCIs - Incorporation and Legal Life 8 Stunde(n), Luxembourg
	Real Estate - Valuation Review (certified path) 8 Stunde(n), Luxembourg
	Comptabilité OPC - Opérations complexes en pratique 8 Stunde(n), Luxembourg
	UCIs - Actors and Legal Environment in Luxembourg - Fundamentals 8 Stunde(n), Luxembourg
	Private Equity - Fundamentals of the Roles and Responsibilities of PE Professionals (virtual classroom) 4 Stunde(n),
	UCIs Fund Accounting - Investments Valuation 12 Stunde(n), Luxembourg
	Real Estate - Governance & Control (certified path) 16 Stunde(n), Luxembourg
	Admettre un OPC à la cotation 4 Stunde(n), Luxembourg
	Comptabilité des valeurs mobilières en pratique 8 Stunde(n), Luxembourg
	LPS - Produits financiers connexes 12 Stunde(n), Luxembourg
	Private Equity - Understanding PE Business Processes and Controls 24 Stunde(n), Luxembourg
	Real Estate - Tax Compliance (certified path) 8 Stunde(n), Luxembourg
	Private Equity - Business Processes (certified path) 24 Stunde(n), Luxembourg
	Hedge Funds - Understanding the Specifics of Accounting and Custody 8 Stunde(n), Luxembourg
	Private Equity - Mastering the Specificities of PE Fund Accounting and Reporting 24 Stunde(n), Luxembourg
	Private Equity - Fundamentals 8 Stunde(n), Luxembourg
	Futures 8 Stunde(n), Luxembourg
	Hedge Funds (certified path) 24 Stunde(n), Luxembourg
	Actions - Fondamentaux 8 Stunde(n), Luxembourg
	Private Equity - Administration (certified path) 16 Stunde(n), Luxembourg
	Private Equity - Specificities of Valuations I - Fundamentals 4 Stunde(n), Luxembourg
	Private Equity - Specificities of Private Debt Strategies 4 Stunde(n), Luxembourg
	Obligations - Approfondissement 12 Stunde(n), Luxembourg
	UCIs - Fundamentals of Operational Flows 4 Stunde(n), Luxembourg
	Futures - Fundamentals 8 Stunde(n), Luxembourg
	Introduction to Real Estate Funds (certified path) 16 Stunde(n), Luxembourg
	Hedge Funds - Fundamentals 8 Stunde(n), Luxembourg
	Produits structurés - Fondamentaux 8 Stunde(n), Luxembourg
	UCIs Fund Accounting - Standard Transactions 12 Stunde(n), Luxembourg
	Private Equity - Specificities of Valuations II - Case Studies 8 Stunde(n), Luxembourg
	Sustainable Finance - The Case of Green, Social and Sustainability Bonds and ESG Funds (advanced) 10 Stunde(n), Luxembourg
	Advanced Investment Restrictions 24 Stunde(n), Luxembourg
	Options et warrants 8 Stunde(n), Luxembourg
	Bonds 8 Stunde(n), Luxembourg
	Comptable OPC junior (parcours certifiant) 72 Stunde(n), Luxembourg
	Parcours de base OPC (parcours certifiant) 68 Stunde(n), Luxembourg
	UCIs Fund Accounting - Fundamentals 8 Stunde(n), Luxembourg
	Organismes de placement collectif (OPC) - Fondamentaux 8 Stunde(n), Luxembourg
	Structuring Alternative Investments (Private Equity, Real Estate,…) in the post-BEPS era via Luxembourg 4 Stunde(n), Luxembourg
	LPS - Produits financiers de hors bilan 8 Stunde(n), Luxembourg
	Real Estate - Business Processes (certified path) 16 Stunde(n), Luxembourg
	Shares 8 Stunde(n), Luxembourg
	Produits de la banque commerciale - Pratique 12 Stunde(n), Luxembourg
	Politiques et restrictions d'investissement - Fondamentaux 8 Stunde(n), Luxembourg
	UCIs Fund Accounting - Advanced 8 Stunde(n), Luxembourg
	Real Estate - Accountant (certified path) 16 Stunde(n), Luxembourg
	Produits de taux 8 Stunde(n), Luxembourg
	UCITS/non-UCITS Management Companies and AIFMs 8 Stunde(n), Luxembourg
	Constitution et vie sociale des OPC luxembourgeois 8 Stunde(n), Luxembourg
	Financial and Investment Advice 1 Stunde(n), Luxembourg
	Structured Products - Fundamentals 8 Stunde(n), Luxembourg
	Options and Warrants - Fundamentals 8 Stunde(n), Luxembourg
	Produits dérivés pour juristes OPC 8 Stunde(n), Luxembourg
	OPC - Fondamentaux des flux opérationnels 4 Stunde(n), Luxembourg
	Obligations - Fondamentaux 8 Stunde(n), Luxembourg

Investment Policies and Restrictions in UCITS - Fundamentals

Ziele

Inhalt

Bewertung

Zertifikat, Diplom

Diese Weiterbildungen könnten Sie interessieren

House of Training

Für den Inhalt dieser Weiterbildungsbeschreibung haftet alleine der Verfasser, d. h. der Weiterbildungsanbieter House of Training.

House of Training