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Goodacre provides a wide range of in-house training and workshops, using highly recommended, experienced individuals. A selection of our forthcoming workshops can be seen below:
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Summary of the Key ISA Rules |
17th April 2010 |
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14:00 - 17:00
Introduction to ISA Administration
Goodacre have recently partnered with TISA to run an introductory level seminar on ISAs.
Seminar Overview
This seminar has been designed to provide staff with an overview of the key areas of ISA Administration.
Attending this half day session will also provide an ideal opportunity for delegates to ask questions of an experienced industry trainer and discuss issues relating to all aspects of ISA administration.
Essential for any City practitioner involved with ISAs and associated investments whether as an advisor or member of a settlements team.
This half-day workshop will cover the following:
- What is an ISA?
- Tax Advantages of ISAs
- How ISAs Developed
- Types of ISA and limits
- Legislation
- HM Revenue & Customs
- Types of ISA Application
- Subscription Processing
- Qualifying Investments for ISAs
- Stocks & Shares ISA
- Cash ISA
- Tax Credits & Claims
- ISA Transfers
- Repairts & Voids
- Inspection by HMRC
TISA
As an organisation, TISA has moved on considerably since the original Association was established in 1991. In its early days the Association was seen as purely a technical advice service for PEP/ISA managers. Now, however, TISA represents a far greater industry reach including investment schemes of all kinds, cash savings, child trust funds, wraps and platforms, distribution and retirement savings. It has become the leading trade body dealing with tax incentivised savings across the board and, as you will know from your recent participation, now working in the distribution and wrap arenas also. Advisory Councils operate in each of these areas, to advise the Board on policy.
TISA's activities include seminars, lobbying, networking, training and technical information. We have long established and excellent relationships with the Treasury, HMRC and the FSA at senior level and at official grade. We continually work with other trade bodies in order to promote a united front and this provides us with a platform to ensure that our members' opinions and the best interest of the investor are clearly communicated.
Speaker – David Beaston,Technical Adviser, TISA
Since joining TISA (PIMA as was) in April 2004, Dave has run numerous training courses for the association: the Introduction to ISA/PEP Administration and individual ISA/PEP workshops including those on ISA Qualifying Investments, Transfers, Applications and Repairs/Voids He has also run courses on the FSA Regulatory Environment and an Introduction to Securities & Investments for delegates sitting modules for the Chartered Institute for Securities & Investment (CISI) exams. Dave also works as part of the TISA technical team.
CPD
Delegates will qualify for 3 CPD hours and certificates will be provided to all attendees.
Goodacre Training is accredited by the Chartered Institute of Securities & Investment (CISI) as an approved CPD Provider. Members of the CISI can log these training hours on the CISI website.
To reserve places
email events@goodacreuk.com
or book online with all your contact details, including the name and address for invoicing. You will receive confirmation of your booking within 24 hours.
Price inclusive of all course material. Price exclusive of VAT.
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Venue :
SIX Telekurs
Earl Place
15 Appold Street
London
EC2A 2NE
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Price : £150 |
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For further details: |
For further information please contact Goodacre by telephone +44 (020) 7422 0063 or email
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Goodacre does not provide refunds for those failing to attend events or cancelling within 5 working days of the event |
