UCITS Funds


Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 1 Day
Alternative Dates : no

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Learn how UCITS can help achieve your investment objectives, explore new products and market trends, and stay up-to-date with UCITS IV & V requirements.
 
This practical 1-day course is designed to provide an insight into the area of UCITS, showing how funds may select eligible assets and demonstrate how these instruments may be employed to achieve different investment objectives.
 
You will also have a chance to learn about the changes under UCITS IV directive, which will further enhance the product range, distribution and management structure. 
 
You will learn about the key concepts of UCITS and UCITS IV including the management company passport, cross-border distribution, mergers, master-feeder structures and key investor information.
 
Main topics covered: 
 
The key features of UCITS
The use and structure of UCITS III
Changes under UCITS IV & V
Structuring UCITS and authorisation process in Luxembourg and Ireland 
Eligible assets in UCITS funds
The key features and applications of UCITS as an asset class
Main legal requirements
Governance, transparency, custody and depositaries
Application of equities, bonds, fund of funds derivatives, 130/30 and other instruments
UCITS Alternatives
Distribution of UCITS 
Managing Risk Exposureseu
Use of UCITS for funds and hedge funds
Market developments
 
Register early and take advantage of the Early Bird discount!
 

 

Upcoming events

17 hours 59 min from now - Miami
17 hours 59 min from now - Dubai
17 hours 59 min from now - San Francisco
1 day 17 hours from now - Toronto
1 day 17 hours from now - New York

Upcoming training

Mon, 29/09/2014 (All day) - London
Thu, 02/10/2014 (All day) - London