Our investment team have all worked in the industry, We provide a thorough understanding of both open and closed-ended funds, including UK-based OEICs and Unit trusts, SICAVs and UCITS funds in the EU as well as Investment Trusts.
Our UCITS III Funds Workshop provides an overview of the new Investment & Borrowing Powwers open to UCITS III funds under COLL Chapter 5.
Course Results...
| Course Name | Experience | Duration | Type |
|---|---|---|---|
| Collective Investment Schemes Explained | Introductory to Intermediate | 1 day | In house |
| Collective Investment Schemes Workshop | Introductory | 3 1/2 hours | In house |
| Hedge Funds Moving to UCITS III | Introductory to Intermediate | 3 hours | In house |
| Hedge Funds Workshop | Introductory to Intermediate | 3 hours | In house |
| Investment Trusts Workshop | Introductory to Intermediate | 3 hours | In house |
| Money Laundering Workshop for Investment Firms | Intermediate | 2 hours | In house |
| Retail Fund Distribution Workshop | Introductory | 3 hours | In house |
| Retail Investment Products Explained | Introductory to Intermediate | 1 day | In house |
| UCITS and SICAVS Workshop | Introductory to Intermediate | 4 hours | In house |
| UCITS Funds Workshop | Introductory to Intermediate | 4 hours | Open / In house |
| UCITS III Funds using Derivatives | Intermediate | 3 hours | In house |
| Unit Trusts & OEICS Workshop | Introductory to Intermediate | 3 hours | In house |
