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Investment Policies and Restrictions in UCITS - Fundamentals

8 Stonn(en)

Ziler

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

Evaluatioun

Certificat, Diplom

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

D'Coordonnéeë vum Formatiounsinstitut kucken

House of Training

customer@houseoftraining.lu

+352 46 50 16 1

Fir den Inhalt vun der Beschreiwung vun dëser Formatioun ass eleng hiren Auteur, d. h. d'Formatiounsinstitut, verantwortlech House of Training.

D'Coordonnéeë vum Formatiounsinstitut kucken

House of Training

customer@houseoftraining.lu

+352 46 50 16 1

Charakteristiken

Organisatioun	Blended learning
Sprooch vun der Déngschtleeschtung
Partenariat	In collaboration with: ALFI ASBL

D'Formatiounsinstitut nom nächsten Termin, dem Präis oder der Méiglegkeet vun enger Adaptatioun sur mesure froen

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Investment Policies and Restrictions in UCITS - Fundamentals

Ziler

Inhalt

Evaluatioun

Certificat, Diplom

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House of Training

Fir den Inhalt vun der Beschreiwung vun dëser Formatioun ass eleng hiren Auteur, d. h. d'Formatiounsinstitut, verantwortlech House of Training.

House of Training