Investment Policies and Restrictions in UCITS - Fundamentals

En collaboration avec
Formation
Formation
& Examen
Examen
EN
Cours du jour
1 h
FI040CJ
40,00 EUR

Objectives


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

Programme


  • 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

Lieu

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