For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.
Wednesday 07/04/2021 - 15:30-21:00
Mutual Funds are a very widely used financial tool. Investors, professionals and individuals make use of them in order to benefit from the professional investment management and risk diversification.
Cyprus is rapidly emerging as funds jurisdiction both for UCITS and AIFs. Asset under management grow at a fast pace and more and more people become familiar with these products.
The legislative environment is full and up to date and investors have a lot of options available.
This seminar aims to familiarize participants with the basic elements of fund administration and depositary which are the fundamentals for the proper fund operation.
During this seminar participants will attain an understanding of:
The training style will include the presentation of all the material using slides and handouts. The trainer will use practical examples to elaborate various concepts and encourage class discussion. Participants will engage in exchange of ideas and sharing of knowledge on the subject matter. Participants will also be able to ask questions and obtain clarifications from the trainer on all the material covered.
This programme may be approved for up to 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
Who Should Attend
People working mostly in back offices in Fund Managers, Fund Administrators and other Professionals who need to update or refresh their knowledge on Mutual Funds as well as Lawyers, Accounting Firms and Corporate Service Providers, that wish to understand the funds industry.
Since 2013 Alexios Kartalis has been the General Manager of GMM Global Money Managers Ltd, a mutual funds (UCITS) and alternative investments (AIF) management company. Prior to his appointment to GMM, Alexios was the General Manager of BNP Paribas Securities Services in Athens for 9 years where he previously served as Head of Operations for 6 years. Alexios also worked in the Securities Department for Citibank Athens.
Having a 24+ years of industry practice, Alexios frequently delivers business trainings in the subjects of AML, CRS & FATCA, Fund Administration and Custody. Furthermore, he has also been an academic instructor of Finance for the New York College.
Alexios received his European MBA in Finance from ESCEM School of Business Management, his Bachelor’s degree in Statistics from Athens University of Economics and Business and is certified as a Hellenic Exchanges Derivatives Clearer, Advanced Licence holder from CySEC and an HRDA trainer.