Investment Policies and Restrictions in UCITS - Fundamentals

Inter-company training

Who is the training for?

All public

Duration

8,00 hours(s)

Language(s) of service

EN

Next session

Goals

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

Contents

  • 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

Certificate, diploma

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

Organization contact details

House of Training

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