This practical one 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 learn about the main characteristics of UCITS, their structure and objectives as well as about the key risk and performance indicators. Setting up funds in different jurisdictions and organising fund management and oversight will be discussed in detail.
You will learn about the regulatory reporting requirements, fund authorisation and distribution process as well as about organising effective governance and compliance monitoring structures.
By the end of this course you will have a solid understanding of:
The characteristics of UCITS, their structure and objectives
The main regulatory aspects and the differences in setting up funds in Ireland and Luxembourg
How to structure UCITS
The necessary documentation required
The main parties involved and their role
How to organise fund governance
Key risk and performance indicators
Organising compliance monitoring and fund oversight
Changes under the UCITS IV - VI Directives
Register now and take advantage of the Early Bird discount!