Course Summary:

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

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


€380 (All training fees are VAT exempt)


Date    Time   Venue    
Thursday 12th December 2019 9.15 am - 1.15 pm The Spencer Hotel, Excise Walk, IFSC, Dublin 2

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