Advanced Investment Restrictions

Inter-company training

Who is the training for?

All public

Duration

24,00 hours(s)

Language(s) of service

EN

Next session

Goals

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

Contents

  • 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

Organization contact details

House of Training

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EN
Day
Transfer Agent
On request
Banking and insurance - Banking - Bank management and operation