This TISA training course has been designed to provide staff with an overview of the key facts within the ISA regulations. The ISA regulations and additional HMRC guidance are constantly being updated and it is important that ISA managers and their employees are fully aware of their obligations on the key issues. The content of this session would be especially suitable for those who are new to the industry and the ISA scheme especially and those who simply require a refresher course to ensure that they are up to speed with the key facts.
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.
The course will include an overview of the following key areas:
- General rules and limits
- Applications & subscriptions
- Withdrawals, closures & death
- Qualifying Investments
- Breaches of the ISA rules
- Additional Permitted Subscriptions
|Fees (VAT exempt):
|This session will be delivered by Dave Beaston. Dave has many years’ experience within the financial services industry, having worked previously in both sales and compliance. He has delivered training courses on all areas of ISA administration for TISA since 2004.
This workshop is endorsed by the CISI for CPD requirements. CISI members pay a discounted rate and can book via the link above. To receive your discount as a CISI member, please enter the discount code provided by the CISI.
Please note you need to be logged into the members’ area to enable you to book and pay by credit card at the time of booking at the member rate — for a list of members please see here