COURSE DETAILS

Duration: 4 hours | Timings: 13.00-17.00

About this online workshop

This online workshop has been designed to provide newly or soon to be authorised innovative finance (IF) ISA managers with an overview of the key ISA rules that they will have to adhere to once they offer an IF ISA product.

It is important that IF ISA managers and their employees are fully aware of their obligations on the key issues. The content of this session would be suitable for those ISA managers and employees who are still in the process of launching their IF ISA or for those who have already launched their IF ISA and wish to ensure that they are adequately adhering to all the necessary ISA regulations and guidance. The majority of IF ISA managers have not previously offered ISAs and it is important that they are aware of the key ISA rules that may impact their business and help them remain compliant.

Attending this session will also provide an ideal opportunity for delegates to ask questions of an experienced industry trainer, discuss issues relating to all aspects of ISA administration and relate them to their own workplace. It will also provide them with an opportunity to gain an insight into the processes and procedures used by other ISA managers.