Leran to set up

UCITS Funds

4.0
11 opinions
  • Exceptionally educated coach and wonderful methodology of instruction.
    |
  • Superb methodology of instruction and exceptionally intriguing and charming journey.
    |
  • Interactions and the course content were associated with latest circumstances and securing industry information.
    |

Short course

In London

£ 950 + VAT

Description

  • Typology

    Short course

  • Level

    Beginner

  • Location

    London

  • Duration

    1 Day

  • Start

    Different dates available

Description

One day practical course conducted by a senior fund management expert. 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 the UK, Ireland and Luxembourg
- How to structure UCITS
- The main changes under UCITS V
- 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
- The latest market developments
- The implications of Brexit on UK UCITS Funds

Facilities

Location

Starts

London
See map

Starts

Different dates availableNow taking bookings

To take into account

Suitable for: The course is relevant for Managers and Team Members from the Asset and Fund Management, Investment Banking, Hedge Funds and Institutional Investors with the following background Funds Management Investment Management Fund Administration Portfolio Management Structuring Risk Management Lawyers

On completion you will receive course certificate.

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Opinions

4.0
fantastic
  • Exceptionally educated coach and wonderful methodology of instruction.
    |
  • Superb methodology of instruction and exceptionally intriguing and charming journey.
    |
  • Interactions and the course content were associated with latest circumstances and securing industry information.
    |
100%
4.4
fantastic

Course rating

Recommended

Centre rating

Anonymous

4.5
06/10/2016
What I would highlight: Exceptionally educated coach and wonderful methodology of instruction.
What could be improved: No negative aspects.
Would you recommend this course?: Yes

Anonymous

4.0
05/10/2016
What I would highlight: Superb methodology of instruction and exceptionally intriguing and charming journey.
What could be improved: Nothing bad.
Would you recommend this course?: Yes

Anonymous

4.0
04/10/2016
What I would highlight: Interactions and the course content were associated with latest circumstances and securing industry information.
What could be improved: Everything OK.
Would you recommend this course?: Yes

Anonymous

4.0
03/10/2016
What I would highlight: Simply Great.
What could be improved: Nothing.
Would you recommend this course?: Yes

Anonymous

3.5
02/10/2016
What I would highlight: Would surely opt for a greater amount of your courses.
What could be improved: Nothing.
Would you recommend this course?: Yes
See all
Reviews gathered by Emagister & iAgora

Subjects

  • Risk
  • Compliance
  • Hedge Fund
  • Governance
  • Investment
  • IT risk
  • Fund Manager
  • Financial Compliance
  • Fund Management
  • IT risk
  • UCITS Funds
  • Fund compliance
  • Fund Governance
  • Fund documentation
  • Setting up funds
  • Financial Compliance

Teachers and trainers (1)

EF Faculty Trainer

EF Faculty Trainer

Trainer

Course programme

This one day workshop is intended to provide staff with the appropriate knowledge and skills to set up and manage UCITS funds. The course assumes limited previous knowledge of funds. All aspects of UCITS fund management and operations are covered with particular emphasis on high risk areas in operations. The programme includes many case studies on pricing errors, investment breaches, failures of risk controls and failures of fund governance. We will also examine in more detail particular concerns of the regulators when reviewing fund managers to help you become fully aware of all the compliance requirements.

Main topics covered:

  • The key features, use and structure of UCITS
  • Comparison with AIFMD
  • UCITS distribution
  • UCITS products: long only, ETFs and alternatives
  • UCITS structuring
  • The latest developments under UCITS V: remuneration, reporting and depositary requirements
  • UCITS V timelines
  • Main parties involved and their role
  • Structuring UCITS and authorisation process in Luxembourg and Ireland
  • Fund governance
  • Fund documentation
  • Investment & borrowing power
  • Setting up UCITS
  • Key risk and performance indicators
  • The implications of Brexit on UK UCITS Funds

UCITS Funds

£ 950 + VAT