Introduction to funds

Professional Development

Overview

Introduction to funds is a valuable resource for anyone who deals with funds as part of their role. It covers the basics of a fund, including fund types and typical structures used within the funds industry. The role of the local regulator will also be considered.



Suitable For

Junior fund administrators and those starting to work with funds.

20 Aug 2019
2 CPD hours
2 hours
Jersey

Introduction to funds

Date: 20 Aug 2019
Time: 09:30 - 11:30

Cost: GBP 99

Learning Outcomes

Having attended this course, delegates will:

  • Understand why funds exist.
  • Understand common fund structures.
  • Be able to identify fund types and asset classes.

SESSION CONTENT

  • Fund types
  • Fund structures
  • Investments and asset types
  • Investment, liquidation, transactions, dividends and charges
  • Regulations