Investment Education Plc courses

...Delegates should have at least three months experience of an investment funds operation. Content Sections -Background, Structure and Types of Luxembourg funds... Learn about: Investment Tax, Fund Manager, Investment Funds...

...(0)161 832 3800 Email: Registered in England Number 2129160 VAT Registered Number GB 480 2112 85 site designed by:WEBSCIENCES... Learn about: Financial Training, Income Fund, Fund Manager...

...Background OEIC Pricing is a complicated process from the Regulatory and Accounting view made worse by possible reputational damage with the public if matters go wrong... Learn about: Corporation Tax, Mutual Funds...

...between the Client (Unit Holder), Trustee, Manager. -The Trust Deed: Significance, content, changes to the Deed. -U.T. authorisation and legal framework... Learn about: Capital Gains, IT Law...

...Background This course aims to give a comprehensive and practical review of the Transfer Agency and Registration operations. It is aimed at executives... Learn about: IFA and Private Client Deals, Cancellation Rights, Single Pricing V Dual Pricing Overview...

...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: Investment Funds, Investment evaluation, Fund Manager...

...to Life Assurance products authorised in one EU member allowing them to be sold in other EU countries. Luxembourg for reasons of tax secrecy... Learn about: Luxembourg confidentiality rules, Application form and its content, Ms Office...

...Bankers with limited or no knowledge of Luxembourg Collective Investments Custodians Accountants & Auditors Content I. Legal Context A. European Context... Learn about: Capital Investment, IT Law...

...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: Income Tax, International Accounting, Stock Exchange...

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

...The Case Law on Competition Between Pension Schemes Cross-Border -The Detailed Provisions of the EU (draft) Directive -Cost-benefit Analysis of the Changes... Learn about: IT Law, Risk Management, Pension Funds...

...Stock Lending - Manufactured Dividends - Bond Washing and Dividend Stripping - Futures and Options Trading - Badges of Trade - Leasing - Underwriting Commission... Learn about: Pension Funds...

...Pre & Post A Day limits -Retirement Annuity Cash -Defined Benefits cash Contracting Out -Methods and options available via all routes... 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, Corporate Finance, IT Law...

...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, Shell companies, Financial Training...

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

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

...The enduring effects of LAPR - Calculation of a basic chargeable event - Qualifying products becoming non-qualifying - Regular premium policies calculation of events... Learn about: Policies and taxation, Qualifying products becoming non-qualifying, Enhancements and the qualifying rules...

...Group Registration. -Output Tax. -Value and Time of Supply. -Input Tax. -Exemption and Partial Exemption. -Capital Goods Scheme. -Property and Construction re... Learn about: Financial Services, Construction Training, Financial Training...

...Overseas policies. -Chargeable events on the above including chargeable losses and Friendly Society enhancements. -Policy enhancements, endorsements... Learn about: Product Development...