Provided by: MSConsultants

Ucits & Sicavs

Training, Instruction and Documentation

This workshop provides a fast-track understanding of collective investment schemes in the UK and Europe. It explains the principles behind open-ended funds, regulations governing their marketing, investment powers, documentation, pricing, buying and selling and shareholder rights. The workshop will especially focus on the UCITS II (Management Company Directive) and UCITS III (Product Directive), looking at the changes they will introduce and the challenges faced by firms who will need to convert their product range ahead of the regulatory deadline.
This is primarily ilt training
workshop / seminarThis is a workshop seminar
group study and discussionThis class may involve group study
instructor led trainingThis class may be available at a classroom in Weybridge, Surrey,
Course Level:introductory
Duration:3 hours
Training Presented in:English
Training Provided by MSConsultants
  • L asked: I am interested in knowing about your workshops, upcoming dates and prices in London. Thank you.
  • C asked: I am a risk manager at investment Management and I am in the process to becoming Responsible for UCITS III funds. I am not sure if this would be the appropriate course for me as I would be interested in having an overal perpective of UCITS I, II and III,plicatio for both unsophisticated and sophisticated products. I would also be interested in BASLE II to an extent, and very interested in MiFid
Ucits & Sicavs
At the end of the workshop delegates will have a greater understanding of:

open-ended collective investment schemes
the role of the administrator, manger and depositary of a UCITS
the difference between unit trust and OEICs
About The Training Provider: MSConsultants
MSConsultants - We are a financial services training consultancy. We offer interactive training either in house or on open courses which we run throughout the year in London, Edinburgh, Dublin and Luxembourg. We also offer Training and competence consultancy. On the in house courses we work closely with firms to tailor courses and case studies to the firm and its products. Our skills based training relies...
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