Commodities, Derivatives and Structured Products

Equity Accumulators and Decumulators

概要

Accumulators and decumulators are popular structured products which are sold to clients of private banks. While they are popular, they are also high risk investments. Before selling these products, you should know how they are structured and their inherent risks.

宗旨

On completion of this course, you will be able to:
- understand what equity linked accumulators and decumulators are and how they are structured
- outline the factors that affect their structure and valuation
- highlight the risks when investing in accumulators and decumulators
- identify the main client considerations when selling accumulators and decumulators

內容

1. Accumulators and Decumulators: The Building Blocks
2. Equity Accumulators
3. Accumulators - Pricing Factors
4. Accumulators - Risk Characteristics
5. Accumulators - Client Consideration
6. Equity Decumulators
7. Decumulators: Client Considerations

詳情

活動編號
TEPDS20008301
地點
網上平台
相關主題
第1類 - 證券交易,第4類 - 就證券提供意見
語言
英文
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HKD300
非會員: HKD600
機構會員員工: HKD300