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Course Description
This training course provides a comprehensive overview of the UCITS KIID. You will come away with an understanding of the liability and ongoing obligations associated with KIIDs.
Topics Covered
Who Should Take The Course
The UCITS KIID training will be of value to anyone running or setting up UCITS funds and wanting to expand or refresh their knowledge of UCITS KIID requirement.
Course Materials
Why Upgrade?
Not only will you gain access to the FULL UCITS KIID fund training course but the ATLAS Funds Training online portal, that contains detailed analysis and training on a number of Global Fund Regulations.
- Online Rules Libraries
- Online Training Courses
- Regulatory Guides & Summaries
- Jurisdictional Comparisons
- Decision Trees
- Regulatory News & Calendar
Additional sessions included:
Course Content
Lessons
1. Session 2: KIID Section Overview
In this session we review the 6 key sections of the KIID.
2. Session 5: Benchmark Disclosures
In this session we review benchmark disclosures in the Objectives and Investment Policy, and Past Performance sections of the UCITS KIID.
