ISA Qualifying Investments Workshop

Qualifying Investments workshop (half day)

This is perhaps one of the most challenging aspects of ISA Administration. The workshop will look in detail at how to determine if an investment qualifies to be held within an ISA, taking delegates through the stages of investigation necessary to make a decision. It also covers issues surrounding income and corporate actions. Delegates will explore a number of case studies as well as undertake a question and answer exercise to facilitate deeper understanding of the issues.

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)