Investment Policies and Restrictions in UCITS - Fundamentals
En collaboration avec
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Sur demande
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8 h
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Cours du jour
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English
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FI040CJ
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