|Investment Education PLC|
ISA is a product with a number of complicated processes. This course aims to give an understanding of the ISA product and relevant regulations.
Delegates are assumed to have a basic understanding of the Financial Services environment and to know what equities, bonds and Unit Trusts are.
-Overview of Collective Investments
-Background to ISAs
-ISA Structure & Framework:
- Mini Account
- Maxi Account
-ISAs v other collective investments
-Investor & Investment Restrictions
-Application & Exit processes
-Pricing & Dealing methods
-Procedures in relation to Income and Tax for Credits on ISAs
-Tax Office reporting
-How the introduction of ISAs has affected registration procedures