This training course provides a comprehensive overview of the UCITS Investment and Borrowing Rules, including case studies and practical examples.
Delegates will gain a strong familiarity with the UCITS Investment limits.
Course Description
Course Content
- UCITS Investment Rules – Overview
- Deposits and Cash
- Borrowing Rules
- Maximum 10PRC Unapproved Transferable Securities
- Transferable Securities & MMI Diversification Rules
- Transferable Securities Concentration Rules
- Index Tracking Funds
- Open Ended Funds
- 20% Consolidated Exposure Rule
- UCITS Derivatives Rules – A Summary