IFF is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

Fundamentals of Fund Administration Training Course

Explore the latest developments in managing controls and processes and learn how to apply them in practice

15 - 16 June 2020

Central London

In an ever-evolving industry, fund administration continues to come under increased scrutiny, regulatory
change and developments. Global competition, rapid technology development and routes to market are
creating more and more expectation on the investment service industry to become more highly skilled and
agile.

During this course you will learn about the most important, core administration functions required for
funds and acquire a deeper understanding of the most recent and future industry developments.

Download Fund Administration course brochure

You will return to work with: 

  • A clear understanding of the construct of investment funds, their set up and management
  • A working knowledge of the processes to manage investments funds on an on-going basis
  • The ability to value and price investments and fund units
  • The expertise to identify and manage sources of risk in fund servicing
  • An understanding of the regulatory and compliance framework of funds in Europe
cpd certified

 

Dates:15-16 June 2020 & 30 November - 1 December 2020
Venue: Central London

Price: £1999 + VAT = £2398.80

sarah nicholson

 

Sarah Nicholson is an independent consultant and trainer specialising in financial services, operations and custody issues.

Prior to training Sarah worked at Aviva Investors for over 20 years. Sarah’s role at Aviva Investors as Global Director of Securities Finance meant she was responsible for trading desks and operational teams across the globe. Sarah also developed policy frameworks for a number of business lines within the company which ensured a consistent and risk controlled delivery across all markets and products. 

Sarah was a board member of the International Securities Lending Association (ISLA), the European wide trade association for securities finance. Sarah helped develop standardised market legal agreements and develop market wide best practices. Sarah continues her connection with ISLA and is now an independent consultant to the association, specialising in regulatory change and operations issues.

Sarah holds the Investment Administration Qualification and
the Securities Institute Investment Management Certificate.



Interesting subject with enjoyable, highly experienced teacher

Peter Kraemer, 

Network Manager, NCSD (UDC AB)

You may also be interested in...

cpd certified