Elective Course
FB425 – Fund Structuring
Course Unit Code: FB425
Type Of Unit: Elective
Level of Course Unit: Second cycle
Year of Study: First/second year
Semester: On demand
Number of ECTS Credits: 6
Class Contact Hours: 28
Mode of Delivery
Face to Face
Prerequisites
Corporate Finance
Course Objectives
The objective of the course is to introduce students to the fund universe of available structures, the regulatory environment, and latest industry changes impacting the structuring choice criteria for each structure and key structuring elements.
Learning Outcomes
- Recognise the fund universe (background, definitions, current state, outlook) and available structures (EU and offshore + US).
- Recognise the regulatory environment and latest industry changes impacting the structuring choice.
- Choose criteria for each structure and key structuring elements (Objective of the fund, Domicile, Service providers, investor profile, regulation level, distribution, cost).
- Appraise the role of each key structuring element.
- Summarise the supporting documents in the structuring process.
Course Content
Introduction to the fund universe (background, definitions, current state, outlook) Available structures (EU and offshore + US)
Regulatory environment and latest industry changes impacting the structuring choice Choice criteria for each structure and key structuring elements (Objective of the fund, Domicile, Service providers, investor profile, regulation level, distribution, cost) Elaboration on the role of each key structuring element
Outline of the supporting documents in the structuring process
Authorization/regulatory process of fund structuring
Course Features
Assessment methods and criteria
10% class participation
30% case presentation
60% Individual assignment
Readings
Lecture notes will be provided in class.
Planned learning activities and teaching methods
In-class lectures, in-class assignments, guest speakers
Language of Instruction
English
Work Placement(s)
Not applicable
English (UK) 
Ελληνικά