Investment Policies and Restrictions in UCITS - Fundamentals
In collaboration with
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Sur demande
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8 h
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Cours du jour
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Formation présentielle
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English
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VI040CJ
*
(+3% TVA) *Prix d'inscription de base, variable selon options choisies.Cette formation est proposée sous forme de formation présentielle. En savoir plus
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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Chambre de Commerce Luxembourg7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg - Calculer l'itinéraire
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Durée
3 h
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Lieu
Chambre de Commerce Luxembourg
Tue 12.01.2021
08h45
Tue 19.01.2021
08h45
Tue 26.01.2021
08h45
Thu 28.01.2021
08h45
Tue 02.02.2021
08h45
Tue 09.02.2021
08h45
Tue 23.02.2021
08h45
Thu 25.02.2021
08h45
Tue 02.03.2021
08h45
Tue 09.03.2021
08h45