Investment Education Plc courses

...of local and offshore funds. It is suitable for staff working in any of the areas concerned, particularly for those based in Luxembourg. Delegates should... Learn about: Investment Tax, Investment Funds, Fund Manager...

...& Europe Fee Available as an in-house course Back Home Book Investment Education PLC 45 Old Hall Road, Manchester M7 4JF, United Kingdom Tel:+44... Learn about: Financial Training, Income Fund, Fund Manager...

...Compliance Officers needing a practical review - Auditors - IT executives designing Mutual Fund pricing systems Course Content Comparison between UK authorised... Learn about: Mutual Funds, Corporation Tax...

...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...

...and staff working in the area who have had little or no training and need a complete overview. In addition, executives and staff working in functions... Learn about: Compliance and Checks, Single Pricing V Dual Pricing Overview, System Functionality...

...Background Investment Education plc provides a detailed 1 day course (in English or French) covering all the major legal and regulatory issues concerning... Learn about: IT Law, Investment Management, Investment analysis...

...Managers and Staff handling these products seeking a good overview Auditors of Unit Linked Life Assurance operations Delegates need at least 6 months'... Learn about: Other Back Office Tasks, Ms Office, Application form and its content...

...The Various Actors in a UCI Structure A. The management company and the board of directors B. The depositary and the paying agent C. The central administration... Learn about: Capital Investment, IT Law...

...or limited knowledge and will not cover complex issues. Delegates - Fund Administration staff - Accounting staff - Compliance Officers - Internal Auditors... Learn about: Stock Exchange, Income Tax, International Accounting...

...Performance Measurement -Indexed (Tracker) Funds -What Members Want -The Impact of MFR -Regulation and Risk -Trustees' Personal Liability... Learn about: IT risk, IT Law, Investment Management...

...about to come into force and the opportunities. Delegates Pension Fund Managers Fund Administration Executives Private Bankers Marketing Executives... Learn about: Risk Management, IT Law, Pension Funds...

...that affect Pension Funds, including details of computations, reclaims where possible, documentation and critical dates. The course however is not suitable... Learn about: Pension Funds...

...and Pension Advisers who are not experts in this area Administration support staff who assist advisers dealing in this area Those who have acquired... Learn about: IT risk...

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

...Delegates Corporate Finance executives Accounting and Legal Advisers Bankers Fund Managers Stockbrokers Company Treasurers Financial Directors All those involved in assessing... Learn about: Corporate Financing, Financial Training, Financial Risk...

...Taxation of the Unit Holder -PEPs and ISAs Taxation (or not) -Industry Developments Todays Date: 8 September 2017 Duration 1... Learn about: Investment Management, Investment Banking, Investment analysis...

...Executives involved with UT Tax. No prior knowledge of tax in the subject areas is assumed. Content Introduction to UK Corporation Tax -The schedular system... Learn about: Tax Law, Corporation Tax, 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, Policies and taxation, Enhancements and the qualifying rules...

...reclaimed and claims have to be substantiated. This one-day course provides a basic understanding of VAT for staff working in Financial Services companies... Learn about: Construction Training, Financial Training, Financial Services...

...the different types and tax rates applicable. -Payments to overseas policy holders. Todays Date: 8 September 2017 Duration 1... Learn about: Product Development...