Advanced Investment Restrictions

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

• 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