Session Overview

This UCITS Derivatives Rules session provides a comprehensive review of the UCITS Derivative rules, including in respect of commitment exposure, global exposure, counterparty exposure and cover requirements.

The session includes detailed case studies and practical examples.

Topics Covered

The primary training topics covered in this UCITS Derivatives Rules session are:

  • UCITS Derivatives Rules – A Summary
  • UCITS – Derivatives – Eligible Underlyings
  • UCITS – Derivatives on Financial Indices
  • UCITS Derivatives – Diversification Rules
  • UCITS and AIFMD – Overview of different Exposure Calculations
  • Global Exposure Introduction – Commitment approach vs. VAR
  • Introduction to Commitment Approach Calculations
  • Commitment Approach – Limitations
  • Counterparty Risk
  • Cover Requirements
  • 20% Aggregated Exposure Rule

Session Details

  • Date: 12th September 2024
  • Location: Central London Hotel (TBC)
  • Price: £750 per day (Client rate: £200)
  • Maximum Attendance: 16 people per session

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Limited Availability – Reserve Your Session Today!

    Who Should Attend

    This UCITS Derivatives Rules session is designed for managers and team members working in Fund Management, Hedge Funds, Investment Banking, and as Institutional Investors.

    Delegates for this session will likely work in:

    • Investment Management
    • Fund Administration
    • Portfolio Management
    • Structuring
    • Risk Management
    • Legal Consulting (Lawyers)

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