Investment Education Plc courses

...people Compliance Officers Bankers Fund Marketing executives... Learn about: Investment Tax, Fund Manager, Investment Funds...

...process and considerable detail as to what is done, how and why. It is also suitable for those such as IT, Accounting and Compliance Executives who... Learn about: Fund Manager, Financial Training, Investment Funds...

...Dilution Levy & Swinging Pricing -Equalisation -Distributions -Income and Corporation Tax, VAT and SDRT -Gross and net pricing Administrative challenges -Deminimis... Learn about: Corporation Tax, Mutual Funds...

...Re-investment calculation. Equalisation. -Managers' holding rights. -Dividend or distribution mandate forms. Reporting Issues -Review of a report to unit holders... Learn about: Capital Gains, IT Law...

...Compliance and Checks -Cancellation Rights -Client Money Issues -IFA and Private Client Deals -Regulatory Issues Money Laundering Monitoring... Learn about: Single Pricing V Dual Pricing Overview, Money Laundering Monitoring, IFA and Private Client Deals...

...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: IT Law, Investment analysis, Investment Funds...

...Securities dealing and trading -Use of pooled investment vehicles -Corporate consolidation of policyholder data Regulatory and Business Controls... Learn about: Application form and its content, Investment selection and application, Luxembourg confidentiality rules...

...The "FCP" - Collective investment fund B. The "SICAV" - Investment company with variable capital. C. The "SICAF" - Fixed capital investment company... Learn about: IT Law, Capital Investment...

...Background Guernsey investment schemes can appear quite confusing especially if tax computations are to be prepared. This one day course provides a complete... Learn about: International Accounting, Stock Exchange, Income Tax...

...Pension Fund Surpluses Beauty Parades - The factors that count -Presentation -Documentation -Dress -Track Records -Investment Management Agreements... Learn about: Investment Management, Pension Funds, IT risk...

...one of the most fruitful opportunities for any significant institution, whether mutual fund manager, life assurance company, private bank or fund administrator... Learn about: Risk Management, Pension Funds, IT Law...

...tax and investments. Content Background to Pension Fund Taxation - Impact of Tax - Basic Legislation - Self Administered Pension Schemes - SIPPs Investments... Learn about: Pension Funds...

...How markets affect transfer values Miscellaneous -Guaranteed Annuity Rates -Traditional With Profits Compliant Advice Process -Fact Finding... Learn about: IT risk...

...complete overview for those requiring a good detailed and concise appreciation of what Corporate Finance involves. Delegates - Bankers - Company Finance Directors... Learn about: IT Law, Business Strategy, Corporate Finance...

...Background This is a more advanced course for those who have either 6 months experience of Corporate Finance, or who have attended the Corporate Finance course... Learn about: Financial Risk, Corporate Financing, Financial Training...

...Objectives To provide an understanding of specialist or advanced areas in Investment Management Taxation including OEICS, unauthorised unit trusts... Learn about: Investment analysis, Investment Tax, Investment Management...

...Dividend distribution and shadow. ACT regime. -Foreign Income Dividends -Avoir fiscale -Interest distributions -Anti-avoidance provisions... Learn about: Corporation Tax, Investment Management, Tax Law...

...capital v income, IHT - The policy process and underwriting contact of life policies and taxation - Qualifying and non-qualifying products... Learn about: Qualifying and non-qualifying products, Policies and taxation, Calculation of a basic chargeable event...

...whether in Purchase Ledger, Accounting or Tax. Delegates Accounts Staff, both junior and intermediate Purchase or Sales Ledger Staff Tax Staff Internal... Learn about: Construction Training, Financial Services, Financial Training...

...with-profit funds and non-linked unitised with-profit funds. -Comparison of these to a unit trust. -Basic valuation points. -Life, Pension, Friendly Society... Learn about: Product Development...