Advanced Certificate in Fund Establishment: Fund Set up Options (Synchronous E-Learning)
About This Course
This module emphasises the critical importance of selecting the right fund structure to align with business goals and ensure regulatory compliance. During the course, participants get to understand how fund managers engage in market research and analysis to forming a strategic decision-making process to match the fund's investment strategy, regulatory requirements, and investor preferences. They evaluate the operational flexibility and cost efficiency offered by different structures, selecting the most suitable option to support their management style and objectives. Upon completion of the module, participants would understand the specific regulatory compliance obligations associated with each structure including cash flow management and credit risk management, which is essential to ensure compliance with local laws, thereby minimising legal risks and optimising operational efficiency within the fund management landscape.
What You'll Learn
1. Use market research and analysis to explore various fund set-up options available in Singapore, such as unit trusts, limited partnerships, and Variable Capital Companies (VCCs).
2. Gain knowledge on selecting the most suitable option based on specific portfolio and investment risk management requirements and objectives, understanding the advantages and disadvantages of each structure.
3. Provides an overview of these fund structures, emphasising their flexibility, cash flow management considerations, and regulatory compliance requirements.
4. Ensure compliance with regulatory standards when consider selecting the optimal option aligned with specific investment strategies and investor preferences.
Entry Requirements
Min Diploma and at least 2 years of working experience