Fonds d'investissement

Investment Policies and Restrictions in UCITS-Fundamentals (EN)

Objectives
  • To understand the legal framework of investment restrictions applicable to UCITS
  • To understand investment restrictions relating to traditional financial instruments used by UCITS
  • To 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
Formation
Formation
& Examen
Examen
EN
8 h
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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195,00 EUR