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    

Wednesday 15th May 2019

9.15 am - 1.15 pm

38-39 Baggot Street Dublin 2

Thursday 12th December 2019 9.15 am - 1.15 pm 38-39 Baggot Street Dublin 2

Alternative Payments:

To pay by bank transfer/cheque please make your booking via including the course name, course date, your name and contact details (including email address and telephone number). We will email you with an invoice and course details which includes the details of how to make payments.


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CPD details:

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