21 Nov 2017, London
13:45pm to 5:00pm
This practical half day course is intended to provide staff new to authorised funds with a sound understanding of fund basics, providing a solid platform on which to develop their knowledge and advance their capabilities and career possibilities.
The programme will introduce the different fund types, the main parties involved in running funds and the key documentation and regulatory requirements. The course assumes limited previous knowledge of funds.
Specific areas to be covered include:
This event will be of value to anyone with limited funds knowledge who will be involved in managing, operating or overseeing funds. This includes new starters in Fund Administration teams, Risk Managers, Compliance Monitoring teams and Internal Auditors at Fund Managers or Third Party Administrators. It will equip delegates
with the level of knowledge necessary to benefit rom our related one day course: Fund Oversight under the FCA.
|Register to both the Introduction to Authorised Funds and Fund Oversight under the FCA and attend both events for only £795 plus VAT. Please call 0330 303 9779 or email for more information or to take advantage of this offer.|
Vivien Crayston is a management consultant with 26 years’ experience of transfer agency and fund accounting for both traditional and hedge funds. She has occupied senior fund administration positions in South Africa and London and has been a management consultant for over 10 years, advising both large and boutique asset managers. She is a Chartered Fellow of the Chartered Institute for Securities and Investments and holds status of MSCI.
|The purpose of funds||
|The main parties||
This course can be delivered in-house at a time and location to suit your business and tailored to suit your people and organisation. We can also create bespoke training when something very specific is needed.Please contact us to discuss your requirements in more detail and at no obligation.