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Advanced Investment Restrictions

Investment Funds

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Description

Introduction

This training provides a practical approach to the investment restrictions applicable to investment funds, particularly within regulated structures. Through real-life examples and case studies, participants will learn how to identify, interpret, and apply complex investment limits imposed by regulations (UCITS, AIFMD, CSSF circulars, etc.). Aimed at professionals in asset management, compliance, or oversight functions, this session strengthens understanding of the rules governing investment strategies.

Objectives

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

Programme
  • 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

Conditions

Support de cours

Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.

Exam

For this course, an optional exam is available. Interested candidates may select a date from the list of scheduled exam sessions. Registration for the exam must be completed at least five days prior to the chosen exam date. Please note that a registration fee applies.

Certificate

At the end of the course, participants will be able to download a certificate of attendance via their client portal.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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Sessions and schedules

Duration 0H

Location Chambre de Commerce Luxembourg

  • Thu 27.11.2025 08:45 to 11:45
  • Tue 02.12.2025 08:45 to 11:45
  • Thu 04.12.2025 08:45 to 11:45
  • Tue 09.12.2025 08:45 to 11:45
  • Thu 11.12.2025 08:45 to 11:45
  • Tue 16.12.2025 08:45 to 11:45
  • Thu 18.12.2025 08:45 to 11:45
  • Tue 13.01.2026 08:45 to 11:45
  • Tue 20.01.2026 08:45 to 11:45
  • Tue 27.01.2026 08:45 to 11:45
  • Thu 29.01.2026 08:45 to 11:45
  • Tue 03.02.2026 08:45 to 11:45
  • Tue 10.02.2026 08:45 to 11:45
  • Tue 24.02.2026 08:45 to 11:45
  • Thu 26.02.2026 08:45 to 11:45
  • Tue 03.03.2026 08:45 to 11:45
  • Tue 10.03.2026 08:45 to 11:45
  • Tue 17.03.2026 08:45 to 11:45
  • Tue 24.03.2026 08:45 to 11:45
  • Thu 26.03.2026 08:45 to 11:45
  • Tue 14.04.2026 08:45 to 11:45
  • Tue 21.04.2026 08:45 to 11:45
  • Tue 28.04.2026 08:45 to 11:45
  • Thu 30.04.2026 08:45 to 11:45
  • Tue 05.05.2026 08:45 to 11:45
  • Tue 12.05.2026 08:45 to 11:45
  • Tue 19.05.2026 08:45 to 11:45
  • Thu 28.05.2026 08:45 to 11:45
  • Tue 02.06.2026 08:45 to 11:45
  • Tue 09.06.2026 08:45 to 11:45
  • Tue 16.06.2026 08:45 to 11:45
  • Thu 25.06.2026 08:45 to 11:45
  • Tue 30.06.2026 08:45 to 11:45
  • Tue 07.07.2026 08:45 to 11:45
  • Tue 14.07.2026 08:45 to 11:45
  • Tue 15.09.2026 08:45 to 11:45
  • Tue 22.09.2026 08:45 to 11:45
  • Thu 24.09.2026 08:45 to 11:45
  • Tue 29.09.2026 08:45 to 11:45
  • Tue 06.10.2026 08:45 to 11:45
  • Tue 13.10.2026 08:45 to 11:45
  • Tue 20.10.2026 08:45 to 11:45
  • Tue 27.10.2026 08:45 to 11:45
  • Thu 29.10.2026 08:45 to 11:45
  • Tue 03.11.2026 08:45 to 11:45
  • Tue 10.11.2026 08:45 to 11:45
  • Tue 24.11.2026 08:45 to 11:45
  • Thu 26.11.2026 08:45 to 11:45
  • Tue 01.12.2026 08:45 to 11:45
  • Tue 08.12.2026 08:45 to 11:45
  • Tue 15.12.2026 08:45 to 11:45