Advanced Investment Restrictions

Inter-company training

Duration

 24,00 hours(s)

Language(s) of service

EN

Next session

 01.09.2026
See details
Location
 Luxembourg

Price

800,00€

Who is organizing this training?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

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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

Next session

Datum
City
Language and price
01.09.2026

03.09.2026
Luxembourg
EN 800,00€
See details

Organization contact details

House of Training

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