Investment Policies and Restrictions in UCITS - Fundamentals

Formation inter-entreprise

À qui s'adresse la formation?

Tout public

Durée

8,00 heure(s)

Langues(s) de prestation

EN

Prochaine session

13.10.2026
Voir détails
Lieu
Luxembourg

Prix

220,00€

Objectifs

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

Contenu

  • 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

Certificat, diplôme

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

Prochaine session

Date
Ville
Language & prix
13.10.2026
Luxembourg
EN 220,00€
Voir détails

Contact pour cette formation

House of Training

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