UCITS Funds 2016 is a course designed to provide an insight into the area of UCITS.
UCITS Funds 2016 covers topics such as:
- The characteristics of UCITS, their structure and objectives
- By the end of this course you will have a solid understanding of:
- How to structure UCITS
- The main regulatory aspects and the differences in setting up funds in the UK, Ireland and Luxembourg
- The main parties involved and their role
- The necessary documentation required
- Key risk and performance indicators
- How to organise fund governance
- Main changes under the UCITS V
- Organising compliance monitoring and fund oversight
- The key features, use and structure of UCITS
- Main topics covered include:
- UCITS distribution
- Comparison with AIFMD
- UCITS structuring
- UCITS products: long only, ETFs and alternatives
- UCITS V timelines
- The latest developments under UCITS V: remuneration, reporting and depositary requirements
- Structuring UCITS and authorisation process in Luxembourg and
- Main parties involved and their role
- Fund governance
- Ireland
- Investment & borrowing power
- Fund documentation
- Key risk and performance indicators
- Setting up UCITS
UCITS Funds 2016 brings together:
- Investment Management
- Funds Management
- Portfolio Management
- Fund Administration
- Risk Management
- Structuring
- Lawyers