Investment Education Plc courses

...In addition, they are usually ignorant of areas outside their own responsibility. The course provides a complete overview of the administration and investment... Learn about: Fund Manager, Investment Funds, Investment Tax...

...Offshore v Onshore. UCITS and foreign types of fund eg Unit Trusts, OEICS, SICAV, PFMs, FCP, SICAF. Types of unit: Income v Accumulation. Charges for the investor... Learn about: Income Fund, Investment Funds, Fund Manager...

...T&C competency -Depositary Accounting -Comparison between UK SORP and GAAP -Run through of requirements under UK SORP The Practicalities of Pricing and Administration... Learn about: Corporation Tax, Mutual Funds...

...Reconciliation. -Distributions. Valuation and Pricing. -Rule Breaches. The course also includes several quizzes and exercises. N.B. This course has... Learn about: Capital Gains, IT Law...

...Circumstances Or Documentation Involving Changes To The Register Such As Joint Holdings, Minors, Divorce, Death, Corporate Holdings, Garnishee... Learn about: System Functionality, Compliance and Checks, Single Pricing V Dual Pricing Overview...

...exercises Promoter or Sponsor Do's and Don'ts. Manager and Administrator Custodian Advisers and other agents Distributor Auditor and Legal Adviser Todays... Learn about: Investment Funds, Investment analysis, Fund Manager...

...Luxembourg banking law -Luxembourg insurance regulator -Tripartite agreements -Asset Compliance reporting -Audit Controls needed -Back Office Management... Learn about: Luxembourg confidentiality rules, Product Structure, Application form and its content...

...Objective To provide a complete comprehensive understanding of the types, structures and parties involved in a Luxembourg mutual fund or... Learn about: IT Law, Capital Investment...

...Main difference between A, B and Q Limited Partnerships -Rules -Examples of types of limited partnerships -Simple Carried Interest vehicles Main Accounting... Learn about: Stock Exchange, International Accounting, Income Tax...

...Pensions Act The Purpose of Pensions -Employers' Views -Government Views -Employees' Views Current Issues -Investment Management -Divorce... Learn about: Investment Management, IT Law, Pension Funds...

...Background The EU Pensions Directive, currently under consideration by the European Parliament, is likely to be law within two years. Like UCITS it allows... Learn about: Pension Funds, Risk Management, IT Law...

...Commodities - Property Development Self Assessment - Inland Revenue requirements Taxation of Benefits - Pensions and Annuities - Lump... Learn about: Pension Funds...

...Forms involved -Parties involved -TCF requirements -FSA requirements -Timescales Todays Date: 8 September 2017 Duration 1... Learn about: IT risk...

...servicing Corporate Finance functions may also find this course useful Prior knowledge is not assumed Content (details on request)... Learn about: Business Strategy, IT Law, Corporate Finance...

...advising, reviewing or executing any type of corporate finance transaction. Content (More details on request) -Use of different instruments in corporate structures... Learn about: Financial Risk, Shell companies, Corporate Finance...

...PFPVs and Offshore Funds, from a UK perspective. Delegates Delegates are assumed to have attended the Unit Trust & Investment Management Taxation course which covers the basics... Learn about: Investment Banking, Investment Tax, Investment Management...

...and Administrators involved with UT Taxation or aspects thereof. Accountants new to UT Taxation. Trustees, Fund Managers, Internal Auditors and Compliance... Learn about: Corporation Tax, Tax Law, Tax assets...

...a life policy into trust for IHT planning This course is ideally suited for adaptation for in-house training and use by offshore companies and Friendly Societies... Learn about: Qualifying and non-qualifying products, Calculation of a basic chargeable event, Policies and taxation...

...VAT Tax Returns. -Tax Invoices. -VAT Records. -Miscellaneous items: Bad Debts, Cars, Fuel. -Penalty Provisions. -VAT Repayments. Todays... Learn about: Financial Services, Construction Training, Financial Training...

...staff who need to understand product structure and taxation Accountants with no or limited knowledge Internal audit and compliance staff in this area... Learn about: Product Development...