Investment Education Plc courses

...Funds Regulation -Valuation of Investment Funds -Pricing and Dealing of funds. Exercise -Distributions -Registration and Certification... Learn about: Investment Tax, Investment Funds, Fund Manager...

...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: Financial Training, Investment Funds, Fund Manager...

...This one day course covers OEIC pricing including the Regulations and the calculations with practical examples. Common problems and their solutions will be identified... Learn about: Corporation Tax, Mutual Funds...

...Forward v. Historic pricing. Single pricing. -Dealing round - Sale, Repurchase, Creation, Liquidation of Units. -Contract notes. Settlement procedure... Learn about: IT Law, Capital Gains...

...Overseas Holders Etc Equalisation Distribution Process Complaints Procedure Breach Situations And Regulatory References Todays Date: 8 September 2017 Duration 1... Learn about: IFA and Private Client Deals, Money Laundering Monitoring, Impact On Dealing...

...with an emphasis on practical points. Delegates Fund Administrators Bankers Custodians Accountants and Auditors Fiduciary Executives Trustees Fund Support... Learn about: Fund Manager, Investment evaluation, IT Law...

...Identification of customer premium payments -Reconciliation of units in issue -Calculation of product charges -Valuation and Pricing mechanisms... Learn about: Investment selection and application, Product Structure, Regulatory Issues in Daily Operations...

...and brings in current issues. Delegates Administrators, employees and supervisors of funds with limited experience New entrants to the Funds Industry Lawyers... Learn about: Capital Investment, IT Law...

...Exempt Status -Distributor Status Todays Date: 8 September 2017 Duration 1... Learn about: International Accounting, Stock Exchange, Income Tax...

...Reports Performance Measurement Overview -Time Weighted v Money Weighted -Style Analysis -Risk Adjusted Returns Considerations in planning benefits... Learn about: Investment Management, IT Law, IT risk...

...in pensions in any EU country Custodians and Depositories Content -The Background to the Development of EU Pensions Policy -Cultural Differences in Pension... Learn about: Pension Funds, IT Law, Risk Management...

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

...Fees/Commission -Data Gathering -Suitability Report - contents, requirements imposed by FSA -Presentation/Explanation to client Implementation... Learn about: IT risk...

...Treasurers - Accountants - Lawyers - Actuaries - Fund Managers - Trainee Corporate Financiers - Compliance Officers - IT, Systems and other executives... Learn about: Corporate Finance, Business Strategy, IT Law...

...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: Mergers and Acquisitions, Shell companies, Corporate Finance...

...Alternatively delegates must have a good working knowledge of tax as concerns these areas. Content -Overview -Investment Trust Companies... Learn about: Investment Management, Investment Tax, Investment Banking...

...This course does not cover advanced or specialist areas: the Advanced Investment Management Taxation course caters to this. Delegates UT & Life Fund Managers... Learn about: Corporation Tax, Tax Law, Investment Management...

...Fiscal Representation and new non-resident policies. These are covered in our more advanced course Life Products Taxation. Content - Basic outline of tax system... Learn about: Qualifying and non-qualifying products, Qualifying products becoming non-qualifying, 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: Financial Training, Financial Services, Construction Training...

...Objective To explain the taxation of policyholder premiums from time of receipt in the funds until proceeds are paid. To explain the taxation of life products... Learn about: Product Development...