Undertakings for the Collective Investment in Transferable Securities (UCITS) Directive aims to offer asset managers and investors greater business opportunities by integrating the EU market for investment funds.
A series of UCITS directives outlines a regulatory framework for investment funds. Specifically for funds raising capital from the public and investing it in certain asset classes. This provides a high level of investor protection.
Our UCITS Course provides an overview of this regulation, including the UCITS V Directive and its implications for managers and depositaries.
Available as part of our FCA Course Library.
This course will prepare your employees to:
- UCITS V
- UCITS VI
- Exercise: UCITS V
- Exercise: Implications of Depositaries
- Safekeeping & functions
- Implications for Depositaries
- Reuse of assets
- Cash flow monitoring
- Delegation of Depositary Duties
- Conditions for delegation
- Annual report
- Exercise: Remuneration rules
- Exercise: Sanctions
Approximately 30-minute long e-learning course followed by a 10-question assessment.
Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.
SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.
All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.
Fully customisable on Skillcast Portal CMS.
Pre-translated versions not available, but all text content can be exported for translation into all languages.
Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.