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UCITS Funds Training

Eureka Financial
Course summary
1 day
750 GBP excl. VAT
Online courses
Professional Training

Course description

UCITS Funds Training

This highly practical 1 day course conducted by a senior expert with over 20 years of experience, covers the whole UCITS framework and is intended to provide participants with the appropriate knowledge and skills to set up and manage UCITS funds.

All aspects of UCITS fund management and operations are covered with particular emphasis on risk management of all funds operations. You will learn about setting up and managing UCITS Funds in different jurisdictions, EU passporting, marketing, as well as fund governance and oversight.

The program includes case studies on pricing errors, investment breaches, failures of risk controls and of fund governance. We will also examine the areas of interest to regulators when reviewing funds and fund managers to help meet compliance requirements.

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Our online classes are so much more than just a webinar – they provide an interactive experience where you will be able to get your questions answered in real time by our senior experts and have discussions with other participants. You will receive a comprehensive set of course materials and course certificate on completion. And finally, you will benefit from savings on course fee and travel expenses, as well as VAT charge if you are based outside of the EU.

Suitability - Who should attend?

This event will be of value to anyone running or setting up UCITS funds including fund management, transfer agency, fund accounting, compliance, audit, operational risk and depository staff.

From 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

Outcome / Qualification etc.

By the end of this course you will have a solid understanding of:

  • The key 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

Main topics

  • The key features, use and structure of UCITS
  • Comparison with AIFMD
  • UCITS distribution
  • UCITS products: long only, ETFs and alternatives
  • UCITS structuring
  • UCITS V: remuneration, reporting and depository requirements
  • UCITS VI: eligible assets and the use of derivatives, efficient portfolio management, over-the-counter derivatives,liquidity management rules, depositary passport, money market funds, long-term investments
  • Harmonization of UCITS & AIFMD: harmonizing UCITS reporting, scope under MIFID, delegation and substance, leverage, cross-border supervision, remuneration proportionality
  • Main parties involved and their role
  • Structuring UCITS and authorization 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

Expenses

  • Early bird price £720 + VAT
  • Regular price £895 + VAT

10% discount for 3 people. 

About provider

Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...


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Contact info

Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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www.eurekafinancial.com


Reviews

Average rating 5

Based on 4 reviews.

H.L., Paralegal, Prudential Investment Management
Very informative, thorough and excellent bank of knowledge. I learnt a great deal. UCITS 101!
N.M., Audit Manager, J.P.Morgan
Really comprehensive overview of all areas of UCITS Funds.
T.N., Compliance Manager, Janus Henderson
I really enjoyed it and learnt a lot. The trainer is currently working within the sector and you can see she has a great experience.
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