Implementing UCITS IV

Course Summary:

This half day course aims to provide attendees with the necessary understanding of the UCITS IV Regulations and the underlying Directive, to understand the various requirements and better implement them in their business.

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Details:

Cost:

€380 (All training fees are VAT exempt)

4th October 2012

Alternative Payments:

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Course Content:

This course will provide attendees with a better understanding of the following:

• Background to Funds
• Scope of the Regulations
• Authorisation Process
• Activities of the Management Company
• Organisational Requirements
• Outsourcing Requirements
• Conduct of Business Requirements
• Complaints Handling
• Role of the Depositary
• Mergers of Funds
• Eligible Assets
• Risk Management Process
• Master-Feeder Funds
• Transparency and Information for Investors
• Key Investor Information Document
• Fund Valuation
• Cross-border Marketing
• Powers of the Central Bank
• Other directives and regulations
• Enforcement

Who Should Attend:

• Fund Managers
• Trustees/Custodians
• Directors (both Non-Executive and Connected Party)
• Fund Administration Management
• Compliance Officers
• Lawyers
• Auditors
• Regulators