Session Overview

This UCITS Eligible Assets session provides a comprehensive review of the UCITS Eligible Assets provisions, including for transferable securities, open-end funds, financial indices and structured financial instruments.

Delegates will understand how UCITS can obtain exposures to commodities and real estate etc.

Topics Covered

The primary training topics covered in this online UCITS Eligible Assets session are:

  • Introduction to UCITS Eligible Assets
  • Transferable Securities
  • Open vs. Closed End Funds
  • Open Ended Funds
  • Eligible Derivatives
  • Eligible Financial Indices

Who Should Attend

This UCITS Eligible Assets 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)

Session Details

  • Date: 25th – 26th September 2024
  • Location: Central London Hotel (TBC)
  • Price: £750 per day (Client rate: £200)
  • Maximum Attendance: 16 people per session

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