September 30, 2010
Brian Higgins to speak at UCITS for Fund Managers Conference on November 8th 2010
Introduction to UCITS Funds: Defining the Possibilities
Topics to be discussed will include:
Definition of a UCITS fund
- Structures, fees and the "stickiness" of money: what goes in, what goes out and how much you get to keep
- UCITS Passport and the benefits of distribution
- Eligible assets and the concept of "transferable securities"
- Investor profiles: what type of investor is attracted to the different fund structures?
Roles and responsibilities of key UCITS players
- Choosing service providers: pros and cons of setting up your own fund, or choosing the "plug and play" option of a platform provider
Investor expectations: can they be met with the more-restrictive UCITS requirements?
- Impact of the financial crisis and reform: why are your clients demanding UCITS?
If you require further information on this please email enquiries@dilloneustace.ie