COURSE DETAILS

Duration: 2 hours | Timings: 13.00-15.00

This relatively new ISA facility will provide investors with the opportunity to replace funds that have been withdrawn from their ISA. While simple in intent, this is quite complex in implementation with many areas to consider in regard to management, operation and reporting.

This online workshop is designed to provide an overview of the key operational issues that managers need to be aware of in relation to ISA flexibility.