COLLECTIVE INVESTMENT SCHEMES : from Set-up to Launch and Beyond

Course Outline

The programme will cover practical aspects related to the setting up of a collective investment scheme in Malta, including the identification of the type of Fund to be set up (PIF, UCITIS, etc), the structuring of the Fund, the drafting of the various documentation and the MFSA application process.

Who should attend ?

The course is aimed at lawyers, accountants, other professionals and their staff and all other persons who wish to receive practical and updated information on collective investment schemes.

Certification

Certificate of attendance will be issued to all participants who attend a minimum of three lectures.
The course has been accredited with 7.5 hours of structured CPE and qualifies for the attainment of Professional Competencies in terms of the MIA CPE Regulations.

Venue, Date and Time

Institute of Legal Studies Tuition Centre, 11/12 Vincenti Buildings, Strait Street, Valletta VLT1432

31st May, 9th June, 16th June and 23rd June, 2011

1600 – 1800 hrs including a coffee break

Participation Fee

€ 500 including VAT; cheques payable to Ganado Services Ltd

Registration

If you are interested kindly use our online registration form.
Max 25 participants on a first come first served basis

Programme :

Lecturers : Mr. James Farrugia and Dr. André Zerafa

The Definition of Collective Investment Schemes
Art. 4 of the Investment Services Act
Exemptions
The Regulatory Regime : PIFs and Retail Funds
Applying for a Licence : PIFs and Retail Funds
Ongoing Obligations : PIFs and Retail Funds

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