Investment Policies and Restrictions in UCITS - Fundamentals

En collaboration avec
  • Icon Sur demande
  • Icon 8 h
  • icon Cours du jour
  • Icon English
  • Icon FI040CJ
àpd. 195,00 EUR (+3% TVA)


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


  • 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


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