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Cases>Fund regulation

Fund regulation

This course is in Swedish
1 950 kr ex. VAT
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Web based training

In 2011, the UCITS IV fund regulation was introduced, which resulted in extensive changes in Swedish law. Since then, it is mandatory with an update and a knowledge test for all insurance distributors that provide funds or advise on them. You get this through this course, which gives you an overview of the laws governing funds today.

It takes about 30 minutes to complete the course and the concluding knowledge test. Once you are approved and done you can print a certificate.

Who is this for?

This course is for those who work as advisors, insurance distributors or in other roles where you give investment advice about or convey shares in funds.

Course content

EU directives and other rules

  • EU directive that governs Swedish fund legislation
  • UCITS
  • Other rules

Investment funds

  • Funds
  • Funding the company’s responsibilities
  • Intervention by the Financial Supervisory Authority
  • Custodian
  • Fund regulations
  • Valuation, fund units and share classes
  • Information about securities funds
  • Input and recipient funds
  • Merger and division

AIFs

  • AIFs
  • Special funds
  • Similarities

News in the UCITS directive

Knowledge test

Reservation policy

Confirmation of the registration is sent out via e-mail. Look into the spam folder if you can’t find it. If you don’t receive any confirmation, please contact us at info@contento.se. Registration for distance courses is binding and cannot be cancelled. Registration for teacher-led classes is binding, but not personal, and can be transferred to another person within the same company. In case of rebooking or cancellation later than four weeks before the start of the course, 50 per cent of the course fee will be charged. If you rebook or cancel later than two weeks before the start of the course, the entire course fee will be charged. The cost for sent material is always charged. Invoicing takes place upon notification with payment terms 30 days. The course is available for 12 months from the notification. In case of illness with lecturers for teacher-led classes, we reserve the right to move one or more course days to another occasion. We are happy to welcome you as a course participant with us at Contento!

Location

Olof Palmes Gata 20b, 111 37
Stockholm, SWEDEN