15 Oct 2019, London
9:15am to 12:45pm
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 administering, managing, operating or overseeing funds. This includes new starters in Fund Administration teams, Risk Managers, Compliance Monitoring teams and Internal Auditors and Third Party Administrators. It will equip delegates with the level of knowledge necessary to benefit from our related one day course Fund Governance and Oversight for Funds authorised by the FCA.
|Register a place at the Introduction to Authorised Funds and you or a colleague from the same organisation can also attend Fund Governance and Oversight for only £895 plus VAT in total for both events. Please call 0330 303 9779 or email for more information or to take advantage of this offer.|
Vivien Crayston is an investment / fund management consultant with 26+ years’ experience in fund administration, 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 an investment management consultant for over 10 years, managing various projects for both large and boutique asset managers. She is a Chartered Member of the Chartered Institute for Securities and Investments and holds the MSCI qualification.
|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.