CF2
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March 17, 2015
Goodbye CII Certificate in Financial Planning, Hello CII Certificate in Financial Services
The following contains important information if you or your employees have any plans to sit CII CF2, CF4 or...
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July 15, 2014
Undertakings for Collective Investment in Transferable Securities V
https://brandft.co.uk/ Learn how UCITS has evolved over the years and why. We also touch on a few points of...
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July 1, 2014
ISAs become NISAs and become even more flexible
https://brandft.co.uk/ What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...
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June 17, 2014
Examining The Facts
Written by: Kim Bendall The Chartered Insurance Institute (CII) announced in June that it is discontinuing some of its...
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May 20, 2014
Spread Betting
https://brandft.co.uk What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...
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April 15, 2014
Platforms
http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...
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January 8, 2014
Hot Topic – Transferring Your CTF to a Junior ISA
http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...
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November 19, 2013
Top Tip – Tax Payment 31st January 2014 – CII CF2, CF5, R03, R06, AF1, AF5
http://www.brandft.co.uk As December approaches some may be thinking more of the 31st January tax bill that’s looming rather than...
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July 9, 2013
The Greek Alphabet – Alpha, Beta and All That Jazz
Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...
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May 22, 2013
Top Tip – The Seed Enterprise Investment Scheme
http://www.brandft.co.uk/ Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...