CTF Administration
We have been very closely involved from the very beginning of the development of this product and our relationship with HM Treasury, the HMRC and the FSA has kept us at the forefront of ongoing issues and developments.
This has put us in a privileged position with regard to the breadth and depth of our understanding and knowledge of this product.
These training sessions provide an opportunity to ensure that your staff are equally informed.
An increasing percentage of vouchers are now being exchanged for accounts and reminders will shortly be sent out by HMRC to encourage those who have not already done so to take action. HMRC are also looking to provide a simple, step-by-step guide to opening an account.
With this in mind, business will continue to grow, new issues and questions will be surfacing and it will be time to focus on the knowledge and understanding of all those involved in the administration of this scheme.
Attending one of these sessions will provide an ideal opportunity for your staff to ask questions and discuss issues relating to all aspects of the topic.
This course will cover all aspects of administration including:
This has put us in a privileged position with regard to the breadth and depth of our understanding and knowledge of this product.
These training sessions provide an opportunity to ensure that your staff are equally informed.
An increasing percentage of vouchers are now being exchanged for accounts and reminders will shortly be sent out by HMRC to encourage those who have not already done so to take action. HMRC are also looking to provide a simple, step-by-step guide to opening an account.
With this in mind, business will continue to grow, new issues and questions will be surfacing and it will be time to focus on the knowledge and understanding of all those involved in the administration of this scheme.
Attending one of these sessions will provide an ideal opportunity for your staff to ask questions and discuss issues relating to all aspects of the topic.
This course will cover all aspects of administration including:
- Applications & subscription processing
- Qualifying investments
- Features of stakeholder accounts
- Transfers
- Withdrawals & closures
- Repairs & voids
- Tax claims
- Returns and inspections
