Training - Investment Policies and Restrictions in UCITS

How long does the training course last?

8,00 hours(s)

In which language(s) is the training course taught?

When will the next session take place?

Who is organising this training course?

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.

What are the aims or the skills being targeted?

At the end of this training, the participant will be able to:

understand the legal framework of investment restrictions applicable to UCITS
understand investment restrictions relating to traditional financial instruments used by UCITS
understand investment restrictions applicable to UCITS using derivatives or securities lending, repurchase and reverse repurchase transactions

What does the training course cover?

Reminders
- Financial instruments
- Regulatory framework of UCITS funds
NOTIONS OF REGULATED MARKETS AND TRANSFERABLE SECURITIES
BASIC RULES RELATING TO UCITS
- Securities, money market instruments, units of funds
- Index tracking UCITS
- Borrowings
- Control and significant influence
RULES RELATING TO
- Simple derivatives, securities embedding a derivative, and global risk
- Securities lending, pensions, and repo transactions