Advanced Investment Restrictions

Formation inter-entreprise

À qui s'adresse la formation?

Tout public

Durée

24,00 heure(s)

Langues(s) de prestation

EN

Prochaine session

Objectifs

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

Contenu

  • 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

Contact pour cette formation

House of Training

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