Objectives
Funds are MiFID financial instruments. When investment firms sell funds, MiFID rules apply. The objective of The training is to identify and understand The impact of The new provisions of MiFID 2 which are directly or indirectly in connection with The fund business.
content
Introduction extent of The application of MiFID to Funds and management companies
Product governance definition of Target market and monitoring of selling activities
Information to investors and distributors
Marketing information
Cost and charges transparency
Appropriateness - selling complex MiFID financial instruments structured funds
Restriction on remuneration practices of MiFID firm
Independent advice
Portfolio management
Legitimacy of inducements
How these changes impact and transform fund distribution?
speaker
Nicolas Deldime (Partner, Arendt Regulatory & consulting).
Target group
This training is of interest For anybody involved in The Product design and The fund distribution process, be it as a member of The fund management, as service provider or For any person belonging to internal legal and compliance teams and oversight control.
duration
4 hours.
language
english
price
€480
For any information, please contact us by e-mail [email protected]
Where does it take place?
Arendt House
41
Avenue John F. Kennedy Luxembourg Luxembourg
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