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Investment Policies and Restrictions in UCITS - Fundamentals

Investment Funds

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Description

Objectives

At the end of this training, the participant will be able to:

  • understand the legal framework of investment restrictions applicable to UCITS
  • understand investment restrictions relating to traditional financial instruments used by UCITS
  • understand investment restrictions applicable to UCITS using derivatives or securities lending, repurchase and reverse repurchase transactions
Program
  • Reminders
    • Financial instruments
    • Regulatory framework of UCITS funds
  • Notions of regulated markets and transferable securities
  • Basic rules relating to UCITS
    • Securities, money market instruments, units of funds
    • Index tracking UCITS
    • Borrowings
    • Control and significant influence
  • Rules relating to
    • Simple derivatives, securities embedding a derivative, and global risk
    • Securities lending, pensions, and repo transactions

Conditions

Support de cours

Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.

Certificate

At the end of the training, the participants will receive a certificate of attendance delivered by the House of Training.

Exam

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examination sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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Sessions and schedules

Duration 1H

Location Chambre de Commerce Luxembourg

  • Thu 27.11.2025 08:45 to 11:45
  • Tue 02.12.2025 08:45 to 11:45
  • Thu 04.12.2025 08:45 to 11:45
  • Tue 09.12.2025 08:45 to 11:45
  • Thu 11.12.2025 08:45 to 11:45
  • Tue 16.12.2025 08:45 to 11:45
  • Thu 18.12.2025 08:45 to 11:45
  • Tue 13.01.2026 08:45 to 11:45
  • Tue 20.01.2026 08:45 to 11:45
  • Tue 27.01.2026 08:45 to 11:45
  • Thu 29.01.2026 08:45 to 11:45
  • Tue 03.02.2026 08:45 to 11:45
  • Tue 10.02.2026 08:45 to 11:45
  • Tue 24.02.2026 08:45 to 11:45
  • Thu 26.02.2026 08:45 to 11:45
  • Tue 03.03.2026 08:45 to 11:45
  • Tue 10.03.2026 08:45 to 11:45
  • Tue 17.03.2026 08:45 to 11:45
  • Tue 24.03.2026 08:45 to 11:45
  • Thu 26.03.2026 08:45 to 11:45
  • Tue 14.04.2026 08:45 to 11:45
  • Tue 21.04.2026 08:45 to 11:45
  • Tue 28.04.2026 08:45 to 11:45
  • Thu 30.04.2026 08:45 to 11:45
  • Tue 05.05.2026 08:45 to 11:45
  • Tue 12.05.2026 08:45 to 11:45
  • Tue 19.05.2026 08:45 to 11:45
  • Thu 28.05.2026 08:45 to 11:45
  • Tue 02.06.2026 08:45 to 11:45
  • Tue 09.06.2026 08:45 to 11:45
  • Tue 16.06.2026 08:45 to 11:45
  • Thu 25.06.2026 08:45 to 11:45
  • Tue 30.06.2026 08:45 to 11:45
  • Tue 07.07.2026 08:45 to 11:45
  • Tue 14.07.2026 08:45 to 11:45
  • Tue 15.09.2026 08:45 to 11:45
  • Tue 22.09.2026 08:45 to 11:45
  • Thu 24.09.2026 08:45 to 11:45
  • Tue 29.09.2026 08:45 to 11:45
  • Tue 06.10.2026 08:45 to 11:45
  • Tue 13.10.2026 08:45 to 11:45
  • Tue 20.10.2026 08:45 to 11:45
  • Tue 27.10.2026 08:45 to 11:45
  • Thu 29.10.2026 08:45 to 11:45
  • Tue 03.11.2026 08:45 to 11:45
  • Tue 10.11.2026 08:45 to 11:45
  • Tue 24.11.2026 08:45 to 11:45
  • Thu 26.11.2026 08:45 to 11:45
  • Tue 01.12.2026 08:45 to 11:45
  • Tue 08.12.2026 08:45 to 11:45
  • Tue 15.12.2026 08:45 to 11:45