J10
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May 21, 2019
Understanding the Taxation of Offshore Investment Funds
In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...
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April 2, 2019
Do you know about Yield Curves and Modified Duration?
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...
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August 14, 2018
2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time
If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...
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May 8, 2018
What are Call Options and Put Options?
Sometimes it doesn’t matter how often a subject comes up in the exam manuals, it still doesn’t always help...
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February 10, 2017
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February 9, 2017
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May 10, 2016
Mind the (Yield) Gap
Taking higher investment risk requires the reward of higher return; otherwise, who would ever invest in the riskier activities?...
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April 5, 2016
How the Inherited ISA Allowance Works in Practice
Having spent the last week looking at the AF5 April exam fact-find, it looks as if the inherited ISA...
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March 29, 2016
Learn about your bond price exposure to interest rates
This article explains the concept of duration and provides useful examples that will help you with your CII investment...
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July 28, 2015
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July 24, 2015
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July 23, 2015
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June 30, 2015
A Timely Look at Deflation – CII R02, J10, J12, AF4
Inflation is something we are reminded of throughout many of the CII manuals – mostly within the investment modules,...
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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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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...
