Course Description

This online UCITS Investment Rules Fund Training Course provides a comprehensive overview of the UCITS Investment and Borrowing Rules, including case studies and practical examples.

Delegates will gain a strong familiarity with the UCITS Investment limits.

Topics Covered

The primary training topics covered in this online UCITS Investment Rules Fund Training Course are:

  • UCITS Investment Rules – Overview
  • Deposits and Cash
  • Borrowing Rules
  • Transferable Securities
  • Open Ended Funds
  • 20% Consolidated Exposure Rule
  • UCITS Derivatives Rules – A Summary
  • Assessment: UCITS Investment Rules

Who Should Take The Course

This online UCITS Investment Rules Fund Training Course is designed for managers and team members working in Fund Management, Hedge Funds, Investment Banking, and as Institutional Investors.

Candidates for this course will likely work in:

  • Investment Management
  • Fund Administration
  • Portfolio Management
  • Structuring
  • Risk Management
  • Legal Consulting (Lawyers)

Arrange a Demo

To find out more about this online UCITS Investment Rules Fund Training Course or to arrange a demo, then please complete the form below:




    [phonetext* phone-number placeholder numberonly "Phone Number"]