DSI Effectenbedrijf - Prep Course

In association with: NIBE-SVV
Location: Hilversum
Duration: 2 dagen
Time: 10:00 - 16:00
Language: NL
PE points: 12
Introduction:

Met deze opleiding van NIBE-SVV verdiept u zich in het effectenbedrijf. U leert de wet- en regelgeving kennen en raakt bekend met het vakjargon, de diverse vormen van effecten en u krijgt daarnaast een algemene overview van zaken die spelen in het effectenbedrijf. De praktijkgerichte aanpak van NIBE-SVV maakt dat u de theorie direct in eigen werksituaties toe kunt passen. Na afloop van deze opleiding heeft u alle kennis die nodig is om als professional bij een effectenbedrijf te kunnen functioneren.
Learning objectives:

Tijdens deze opleiding leert u wat de belangrijkste producten zijn die verhandeld worden. Er wordt ingegaan op de organisatie van de effectenhandel in Nederland en op de afwikkeling van een effectenorder. Met deze opleiding leert u welke verschillende vormen van effecten en derivaten er zijn en hoe de effecten- en derivatenmarkten werken. Daarnaast verdiept u zich in wet- en regelgeving en de administratieve verwerking van het effectenbedrijf.

De volgende onderwerpen komen aan bod:

  • De Toezicht en wet- en regelgeving
  • Obligaties, aandelen, opties, futures en termijncontracten
  • Kenmerken van aandelen en opties en vastrentende waarden (obligaties en liquiditeiten)
  • Rol van de banken in de effectenhandel
  • Verschillende markt- en handelssystemen
  • Effectenadministratie
  • Vermogensmarkt, beurzen en andere marktplaatsen
  • Corporate actions en handelsinformatie
  • Intermediairs bij emissies van effecten
  • Beleggingsinstellingen en speciale beleggingsfondsen
  • Special products en structured notes
  • Kredietderivaten en securitisatie
  • Clearinginstellingen
  • Central Securities Depositories Custodians
Who should attend: Deze opleiding is ontwikkeld voor (nieuwe) medewerkers in het effectenbedrijf zoals effectenhandelaren, beleggingsadviseurs, automatiseerders, mid- en backofficemedewerkers, compliance officers, cashmanagement- en treasurymedewerkers.

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Investment Academy

Investment Academy office - Daalwijkdreef 47 1103 AD Amsterdam

Investment Academy

Daalwijkdreef 47 1103 AD Amsterdam
Investment Academy

Investment Academy

Amsterdam (NL) +31 20 80 80 218
Investment Academy Reception

Investment Academy

This email address is being protected from spambots. You need JavaScript enabled to view it.

Address

Smart Business Center
Daalwijkdreef 47
1103 AD AMSTERDAM

P.O. box 12532
1100 AM AMSTERDAM
The Netherlands

Phonenumbers

Amsterdam (NL)   +31 20 80 80 218
London       (UK)  +44 20 3129 6633
New York    (USA)  +1 646 556 8246

 

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1) Privacy Statement Investment Academy B.V.
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PRIVACY STATEMENT

 

 
Introduction 

This privacy statement contains our information, explains personal data and the processing of personal data and for what purposes we process your personal information. It explains your rights, what we do to ensure your personal data are safe and how long they are stored. This privacy statement applies when you visit our website (www.investmentacademy.nl), place an order or close contracts. 

Investment Academy B.V. is committed to protecting the privacy of its customers and visitors to its websites, and views the protection of personal data as being of fundamental importance to the operation of its business.  

Personal information about customers and website visitors is held securely and is treated with the utmost care. Investment Academy B.V. complies with the requirements of the General Data Protection Regulation (GDPR) (EU) 2016/679 and other privacy legislation. The party responsible for data processing is Investment Academy B.V., Daalwijkdreef 47, 1103 AD Amsterdam, The Netherlands. In accordance with the requirements of the GDPR, the supervisory authority - the Dutch Data Protection Authority in the Hague - is notified of all processing of personal data. 

 
Personal data 

Personal data are data that provide information about you that directly or indirectly identify you. 

 
Processing personal data 

By processing personal data we mean the collection, recording, organisation, storage, adaptation or alteration, retrieval, consultation, use, disclosure by forwarding, dissemination or otherwise making available, combining, blocking, erasure or destruction of your personal data. 

Data is captured by Investment Academy B.V. in the course of providing our services. Your personal details are stored when you take out a subscription to a publication or a newsletter, when you attend a conference or training course, order a publication, use our (interactive) services or, if you have an internet customer account, register an interest in one of our services, or contact Investment Academy B.V. for some other reason. The personal information we hold includes information such as contact details, information about payments, invoices, ordered products, job details and/or where you have registered an interest in a product or service. 

 
Purposes 

Investment Academy B.V. uses this information for the following purposes: so that we can contact you, to fulfil and process agreements with you, for the ordering process, so that we can inform you of changes to our services or products, so that we can deliver our products or services to you, to send newsletters if you gave permission, for general or targeted offers, for your account on our website, to post reviews,  to provide other services, for our internal business processes, and to inform customers of (new) products and services provided by Investment Academy B.V., by other companies in the group or by carefully selected third parties.  

Your details may also be passed to carefully selected third parties in order to provide you with information about offers or other relevant information. If you do not wish to receive this information, you can unsubscribe at any time. We only process personal data that are necessary for these purposes. 

We also process your personal information to fulfil legal obligations, improve our services, to investigate complaints and to prevent fraud. We never sell your personal information to third parties. We don't draw up profiles of you and we don't take automated decisions that can have significant consequences for you. In order to take care of your personal data, we conclude a processing agreement with companies if those companies process your data in our assignment. 

 
Personal data that we process 

In order to carry out the purposes, we process the following personal data: 
- First and last name 
- Initials 
- Gender 
- Address 
- Phone numbers 
- E-mail addresses 
- Date of birth 
- Current employer 
- Job Title 

 
Your e-mail address 

If you have specified your e-mail address (e.g. to subscribe to a newsletter), this may be used to inform you as a customer of other relevant products and services provided by Investment Academy B.V. that may be of interest to you. If you do not wish to receive this information, you can unsubscribe at any time. You may also have given your consent for relevant information about products, offers and campaigns from and by Investment Academy B.V. or other companies to be sent to your e-mail address from time to time. These companies are carefully selected by Investment Academy B.V. 

 
Unsubscribing 

Investment Academy B.V. takes your preferences into account as much as possible in the provision of services and information. Investment Academy B.V. often allows you to specify these yourself: for example, on your own personal interests or through your own account. If you no longer want to receive information about (new) products and services (by post, e-mail, etc.), you can unsubscribe by sending an e-mail to This email address is being protected from spambots. You need JavaScript enabled to view it. or in writing to Investment Academy B.V, Daalwijkdreef 47, 1103 AD Amsterdam, The Netherlands. 

 
Your rights 
Wish to know which personal data we processed? Send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. with a request for access to your data. You will receive a response to the request within two weeks. 

 
Viewing and correcting your personal information 

You are entitled to view the personal information Investment Academy B.V. holds on you at any time. If any information is incorrect, you can ask for it to be changed. To view your personal details, please contact us by sending an e-mail to This email address is being protected from spambots. You need JavaScript enabled to view it. or in writing to Investment Academy B.V., Daalwijkdreef 47, 1103 AD Amsterdam, The Netherlands, with details of your request. Please contact us at the above address for any queries you may have about how Investment Academy B.V. handles your personal information. 

Are your personal data incorrect, incomplete, irrelevant for the purposes for which they are processed or otherwise in breach of the General Data Protection Regulation (GDPR) or other legislation? Then you have the right to correction of your personal data. Correction means correction, addition, deletion or blocking of your personal data.  

You also have the right to object to the processing of your personal data, the right to have less data processed, the right to withdraw permission you have given and the right to data portability. Send your request to This email address is being protected from spambots. You need JavaScript enabled to view it..  You will receive a response to the request within four weeks.  

We would also like to point out the possibility of submitting a complaint to the Dutch Data Protection Authority. 

 
Browsing history and IP address 

General information on visits to Investment Academy B.V. websites is captured and stored without visitors being identified. The purpose of this is to improve the quality of the website and users' browsing experience. This information can also be used to put targeted information on the site. This allows Investment Academy B.V. to tailor its services to you. Investment Academy B.V. also uses your computer's IP address for this purpose. The IP address is a number that is automatically assigned to your computer when you browse the internet. This information can also be used to see how the website is being used and for analysis and reporting purposes. In principle, IP addresses are not linked to information that would identify you, unless you have given your explicit permission for this. 

 
Safety 

Personal data are personal and should remain personal. We find it just as important as you that your personal data do not go public or are processed unlawfully. We therefore apply all possible technical and organizational measures to safely handle your personal data. To secure your personal data we use security software such as a virus scanner and firewall and passwords for electronic systems. 

 
Storage personal data 
Your personal data will be deleted after 5 years. We do not store your personal data longer than is strictly necessary for carrying out the purposes. If there are legal requirements applicable to the storage, the personal data are no longer stored than required by law. 

 
Changes 
We can change the information in this cookie statement without notice. Changes are required, for example, if we modify our website or if the legislation is modified. We encourage you to check regularly if the information provided and the text of this cookie statement have been changed. 

 
Investment Academy B.V. and other websites 

Investment Academy B.V. websites contain some links to other websites. Investment Academy B.V. cannot accept any liability for the handling of your information by these parties. For further information, please read the privacy statement (if available) of the website you are visiting. 

 
Amendments 

Investment Academy B.V. reserves the right to make amendments to this privacy statement. Please check this privacy statement regularly for the latest version of Investment Academy B.V.'s privacy policy. 

This document was last updated on 24th of May, 2018 

Terms and Conditions Investment Academy B.V. 

Terms and Conditions 
Investment Academy B.V. (hereafter referred to as INVESTMENT ACADEMY) – Daalwijkdreef 47, 
1103 AD Amsterdam, the Netherlands. Registered in the Netherlands, Chamber of Commerce  
No. 04071189. 


  1. Open Enrollment Programs - registration and cancellation
    1.1 A fully completed enrollment form must be submitted before a participant can be considered for admission to a program. 
     
    1.2 Completing and submitting the enrollment form signifies that the applicant is in agreement with the admission and cancellation policies of INVESTMENT ACADEMY (as outlined below). 
     
    1.3 Reflection period and cancellation of enrollment: 
    Participation in a program may be cancelled within 30 days of submitting an enrollment form. 
     
    After this 30 day reflection period, cancellation charges/refunds apply as follows: 
    •   At least 21 days notice: € 150 administrative fee 
    •   20 to 10 days notice: 50% of the program fee 
    •   Less than 10 days notice: 100% of the program fee. 
     
    Notice of cancellation must be sent in writing to INVESTMENT ACADEMY. Verbal notice is not considered a cancellation. Postponing an enrollment to a later date is not possible. 

  2. Event - registration and cancellation
    2.1 Completing and submitting a registration form to attend an INVESTMENT ACADEMY event (such as a Symposium, Deep Dive Session or a Meetup group session ) signifies that the applicant is in agreement with the admission and cancellation policies of INVESTMENT ACADEMY (as outlined below in 2.2 - 2.4). 
     
    2.2 Reflection period and cancellation of registration: 
    Participation in an event may be canceled without penalty within 7 days of submitting a registration form, if cancellation is received at least 17 days before the start of the event. If there is no notice of cancellation, the full event fee still applies and is due from the registrant. 

2.3 Notice of cancellation - charges/refunds apply as follows: 
•    At least 10 days notice before event: € 100 administrative fee applies 
•    Less than 10 days notice before event: event fees still apply and are due to INVESTMENT ACADEMY, and no refunds will be given 
 
2.4 Notice of cancellation must be sent in writing to INVESTMENT ACADEMY. Verbal notice is not considered a cancellation.  Substitution of registration is possible and must also be requested in writing, with the full contact details of the new registrant. 
 

Open Enrollment Programs - further conditions to enrollment 
 
3. Other General Conditions 
3.1 INVESTMENT ACADEMY reserves the right to refuse admission to a program if it is considered that the applicant does not possess the required knowledge/background appropriate to the program. 
 
3.2 An employer authorization to pay the program fee will only be accepted by INVESTMENT ACADEMY if the relevant employer has approved credit terms with INVESTMENT ACADEMY and payment in full will be due within 14 days of each invoice date. The employer is fully responsible for the payment of amounts due in all circumstances (including termination of employment or program cancellation). INVESTMENT ACADEMY reserves the right to dismiss any participant at any time for non-payment of fees or other amounts due. 
 
3.3 Prices are subject to change and INVESTMENT ACADEMY reserves the right to charge additional amounts to reflect any pricing changes taking effect before program commencement date(s). 
 
3.4 INVESTMENT ACADEMY programs are exempt from VAT for clients located in the Netherlands. For other EU and Non-EU clients, VAT may be due by client and will not be charged by INVESTMENT ACADEMY. 
 
3.5 Payment of the fee is required within 14 days of the invoice date, and prior to participating. 
 
3.6 If an employer is paying for a delegate's participation in a program, that employer may be sent the relevant delegate's test results and progress and attendance records (where applicable). 
 
3.7 Any refund made by INVESTMENT ACADEMY will be paid to the original payor. 
 
3.8 Programs are not transferable between participants unless notified in writing to INVESTMENT ACADEMY at least 48 hours prior to the program start. All replacement participants must submit a completed INVESTMENT ACADEMY enrollment form and should have the required knowledge/background appropriate to the program. 
 
3.9 INVESTMENT ACADEMY reserves the right to use its discretion to determine whether to make refunds in particular instances which fall outside paragraph 3 above. 
 
3.10 INVESTMENT ACADEMY reserves the right to change the program, faculty, dates and locations from the published timetables. 
 
3.11 INVESTMENT ACADEMY reserves the right to cancel a program due to unforeseen circumstances, including but not limited to too few participants. In such a case, program fees will be reimbursed. However, INVESTMENT ACADEMY can not accept responsibility for any travel, accommodation or other costs incurred for a cancelled program. 
 
3.12 INVESTMENT ACADEMY reserves the right to alter published programs or speakers or to cancel or change lectures at its discretion. 
 
3.13 The participant is responsible for all hotel charges incurred including in the event of any cancellation charges being applied. 
 
3.14 Liability of INVESTMENT ACADEMY for losses arising from their negligence (except in the case of liability for death or personal injury), breach of contract or otherwise will be limited to the full amounts paid by the relevant participant for the particular programs and/or study materials. Except in the case of liability for death and personal injury, such companies will have no liability for indirect or consequential loss or damage. 
 
 
4. Study Materials 
4.1 All study materials, whether in written or electronic format, are supplied by INVESTMENT ACADEMY. 
 
4.2 Where study materials are supplied in conjunction with a program they are included in the fees quoted. 
 
4.3 Full payment is required prior to dispatch of study materials or release of online user IDs and passwords. 
 
4.4 Study materials will be made available, whenever possible, a minimum of two weeks prior to the start of the program. 
 
 
Disclaimer and Limitation of Liability 
While Investment Academy  endeavors to ensure that the information on the INVESTMENT ACADEMY websites is correct, we do not warrant the accuracy and completeness of the material on the site or in any corporate brochures. We may make changes to the material on the site or to the products and prices described on it at any time without notice. 
 
INVESTMENT ACADEMY and their officers, directors, employees, or agents of any kind, exclude all liability and responsibility for any amount or kind of loss or damage that may result to participants or any third party (including, without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in connection with the INVESTMENT ACADEMY site in any way or in connection with the use, inability to use or the results of use of the INVESTMENT ACADEMY site, any web sites linked to the INVESTMENT ACADEMY site, or the material on such web sites, including, but not limited to, loss or damage due to viruses that may infect computer equipment, software, data, or other property on account of access to, use of, or browsing the INVESTMENT ACADEMY site or downloading of any material from the INVESTMENT ACADEMY site or any web sites linked to the INVESTMENT ACADEMY site. If your use of the material on the INVESTMENT ACADEMY site results in the need for servicing, repair or correction of equipment, software, or data, you assume all costs thereof. 
 
Nothing in this legal notice shall exclude or limit our liability for: (a) death or personal injury caused by negligence or (b) fraud; or (c) any liability that cannot be excluded or limited under Dutch law. 

 

Cookies Policy

 

 

Use of cookies by Investment Academy B.V. 

Dutch hospitality is a cookie with your coffee or tea. Digital hospitality is a cookie for a website visit. A cookie is a small amount of data ,i.e. small text files, sent to your computer by a website. The website tells the web browser you are using (e.g. Internet Explorer, Google Chrome, Apple Safari or Mozilla Firefox) to store these cookies on your computer. There are two types of cookies. Session cookies are deleted from your computer when you close your web browser. Persistent cookies remain stored on your computer even after your web browser is closed. We, or other parties, place these cookies on your computer or mobile device for a very specific reason. For example, in your next visit, we are able to read your preferences or login details in the text file. This means that you do not have to indicate your preferences again and we can make the website more user-friendly. Under the heading "Overview Cookies" you will see which cookies we place and what they are used for. 

Investment Academy B.V. uses cookies to make navigating the website easier, to analyse the use of the website and so improve the quality of the website. Session cookies are also used in this process. Investment Academy B.V. uses cookies to collect information about its customers for the purposes of targeted communication, including the provision of service information about our products and targeted marketing of products and services provided by Investment Academy B.V., its group companies and, in some cases, third parties carefully selected by us.  

Your user name may also be stored in a cookie if you are logged on to a Investment Academy B.V. website. On some Investment Academy B.V. websites, your e-mail address is the user name, on others Investment Academy B.V. uses a random generator to create a username for you. Investment Academy B.V. also give access to websites that contain advertisements also use cookies. These keep track of what advertisements you have already seen. These cookies are produced by the company responsible for the advertisement, not by Investment Academy B.V. 

 
Refusing cookies 

Any user can refuse cookies by adjusting their browser settings to disable all or certain cookies (see your web browser manual or help function). If you disable cookies, some services may not be available to you. 

Note: If you do not consent to placing cookies, we cannot guarantee that our website or any part thereof works properly. 

 
Overview cookies: 
Functional necessary cookies 
We place functional cookies to make our website work well. No permission is required for placing these cookies. This concerns cookies that make sure preferences are saved and the load of the website is distributed.  
 
Social media and YouTube cookies 
To share content from our website on social media, Facebook, Twitter, LinkedIn, Google+ will place cookies. For watching videos, cookies are placed by YouTube.  
 
Tracking cookies 
We continuously improve our website by analysing how you use our website, how you found us and where there are any bottlenecks. Cookies are placed by Google Analytics.  
 
Ad cookies 
To ensure you do not see the same ad every time, offers match your interests, we know how many visitors click on an ad and how many people eventually make a purchase cookies are placed by Google, Facebook and Twitter. 
 
We do not store cookies longer than required by law and not longer than is strictly necessary for carrying out the purposes. 
 
If other parties place cookies, their cookie statement applies. This may change in the meantime. The current cookie statement can be found on the website of the party concerned. 
 
You can also delete cookies 
Via your web browser (the program that allows you to view websites) you can delete cookies. How this should be done depends on the Internet browser. We have created a short guide for the most common Internet browsers. 
 
Google Chrome: Go to Settings, click Advanced Settings, click Clear Browsing Data, select Cookies, and Other Site and Plugin Details, and then click Clear Browsing Data. 
Internet Explorer: Go to Settings, click Clear Browsing Data, select Cookies and Saved Website Data, and click Delete. 
Safari: Go to Preferences, click Security, click Show Cookies, click Delete All, or select one or more cookies and click Delete. 
Mozilla Firefox: Go to the menu and choose Options, select Privacy, choose use custom settings for History at Firefox, click on Show Cookies, click on Delete All Cookies, or select one or more cookies and click on Delete Selected. 

Is your web browser not included? Or have the settings changed in the meantime? Then use the help or search function of your Internet browser. 
 
Changes 
We can change the information in this cookie statement without notice. Changes are required, for example, if we modify our website or if the legislation is modified. We encourage you to check regularly if the information provided and the text of this cookie statement have been changed. 

 
Investment Academy B.V. and other websites 

Investment Academy B.V. websites contain some links to other websites. Investment Academy B.V. cannot accept any liability for the handling of your information by these parties. For further information, please read the privacy statement (if available) of the website you are visiting. 

 
Amendments 

Investment Academy B.V. reserves the right to make amendments to this privacy statement. Please check this privacy statement regularly for the latest version of Investment Academy B.V.'s privacy policy. 

This document was last updated on 24th of May, 2018 

 



Thank you for taking your privacy as serious as we do! Enjoy the Investment Academy website!