ISA Applications Workshop
Applications workshop
This course looks at all aspects of applying to open an ISA. Topics cover a range of issues including who can subscribe and how, the criteria for acceptance, subscription methods and the rules relating to anti-money laundering.
There will be a number of interactive exercises to put the facts into context and relate the information to real-life scenarios.
Who should attend?
• Those who are looking for training to evidence on-going competence for T & C purposes.
• Those who require additional knowledge in their specific area of work.
• Those who wish to ensure that their current procedures and practices are in line with current ISA regulations.
All these sessions will be run by David Beaston. David has a number of years experience within the financial services market, having worked previously in both sales and compliance. He is a qualified teacher and has delivered training courses on all areas of ISA administration for us since 2004.
Fees: Members £150
Non members £240 (both VAT exempt)
This course looks at all aspects of applying to open an ISA. Topics cover a range of issues including who can subscribe and how, the criteria for acceptance, subscription methods and the rules relating to anti-money laundering.
There will be a number of interactive exercises to put the facts into context and relate the information to real-life scenarios.
Who should attend?
• Those who are looking for training to evidence on-going competence for T & C purposes.
• Those who require additional knowledge in their specific area of work.
• Those who wish to ensure that their current procedures and practices are in line with current ISA regulations.
All these sessions will be run by David Beaston. David has a number of years experience within the financial services market, having worked previously in both sales and compliance. He is a qualified teacher and has delivered training courses on all areas of ISA administration for us since 2004.
Fees: Members £150
Non members £240 (both VAT exempt)
