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Collective Investment Schemes (Funds)

Price: £145 + VAT
Duration: 1/2 Day

Provides an understanding of the different fund structures and their uses.

What will be covered?

  • What are collective investment schemes?
  • Passive & active investment management
  • Authorised & unauthorised funds
  • Onshore v offshore
  • UCITS directive, ICAVs, Unit Trusts, FCPs, Investment Trusts & REITs
  • Isle of Man current fund types
    • Authorised
    • Regulated
    • Qualifying
    • Specialist
    • Exempt
    • Recognised
    • Overseas
  • Hedge Funds
  • Private Equity
  • Investment Bonds
  • Types of risk
  • Investor attitudes

Who should attend?

This course is ideal for:

  • Those working in the financial services sectors
  • Those studying for any professional qualification where funds are part of the syllabus

Outcome and benefits

Delegates will have:

  • An understanding of the differences between the different types of collectives
  • An understanding of the different risks associated with the different types of collectives
  • An understanding of regulated and unregulated collectives

Course materials (included)

Delegates receive courseware to refer to throughout the course and as a refresher following the course


An awareness of basic investments is advisable

Further courses that may be of interest: