Investment Policies and Restrictions in UCITS - Fundamentals

Betribsiwwergräifend Formatioun

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All Zilgruppen

Dauer

8,00 Stonn(en)

Sprooch(e) vun der Déngschtleeschtung

EN

Nächst Sessioun

04.09.2025
Detailer gesinn
Plaz
Classe virtuelle

Präis

220,00€
Den Inhalt vun dëser Säit ass net op Lëtzebuergesch verfügbar

Ziler

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

Inhalt

  • 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

Certificat, Diplom

At the end of the training, the participants will receive a certificate of attendance delivered by the House of Training.

Nächst Sessioun

Datum
Stad
Sprooch & Präis
04.09.2025
Classe virtuelle
EN 220,00€
Detailer gesinn
Plaz vun der Formatioun

Investment Policies and Restrictions in UCITS - Fundamentals

Début de la séance le 04/09/2025 à 08:30
Durée: 08h00
Location: Classe virtuelle

Leschten Delai fir d'Umeldung
30.08.2025
Sech umellen

Kontakt fir dës Formatioun

House of Training

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