Advanced Investment Restrictions

Unternehmensübergreifende Weiterbildung

An wen richtet sich die Weiterbildung?

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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