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Investment Policies and Restrictions in UCITS - Fundamentals

Inter-company training
House of Training - Voir la fiche de cet organisme

How long does the training course last?

 8,00 hours(s)

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

EN

When will the next session take place?

 10.03.2027
See details
Where does the training course take place?
 Luxembourg

How much does the training course cost?

220,00€

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

What will you receive at the end of the training course?

At the end of the training, the participants will receive a certificate of attendance delivered by the House of Training.

When will the next session take place?

    Datum
    City
    Language and price
  • 10.03.2027
    Luxembourg
    EN 220,00€
  • 20.10.2027
    Luxembourg
    EN 220,00€

How to contact the training provider?

House of Training

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