Advanced Investment Restrictions

Unternehmensübergreifende Weiterbildung

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Alle Zielgruppen

Dauer

24,00 Stunde(n)

Sprache(n) der Dienstleistung

EN

Nächster Termin

Ziele

By the end of this training, participants will be able:

  • To understand the eligibility criteria for the different types of assets in UCITS
  • To understand the eligibility criteria for securities techniques and instruments
  • To understand investment restrictions relating to alternative UCIs
  • To put into practice the control of investment restrictions

Inhalt

  • Principles of investment restrictions - reminders
  • Eligibility of assets in UCITS
  • Securities techniques and instruments
  • Restrictions applicable to alternative UCIs
  • Investment restrictions applicable to other UCIs
  • Investment restrictions applicable to SIF
  • Case study

Kontakt für diese Weiterbildung

House of Training

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