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R02

  • Friday Five – 26 June 2015 – 5 Questions in 5 Minutes

    Posted by on June 26, 2015

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday What’s this all about? It’s...

    Brand Financial Training
  • Friday Five – 19 June 2015 – 5 Questions in 5 Minutes

    Posted by on June 19, 2015

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday   What’s this all about?...

    Brand Financial Training
  • Friday Five – 12 June 2015 – 5 Questions in 5 Minutes

    Posted by on June 12, 2015

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday   What’s this all about?...

    Brand Financial Training
  • Friday Five – 5 June 2015 – 5 Questions in 5 Minutes

    Posted by on June 5, 2015

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday   What’s this all about?...

    Brand Financial Training
  • Transferring your Child Trust Fund to a Junior ISA

    Posted by on April 21, 2015

    The following discusses Junior ISAs and what’s involved in transferring a CTF to a JISA. This will be of...

    Brand Financial Training
  • Undertakings for Collective Investment in Transferable Securities V

    Posted by on July 15, 2014

    https://brandft.co.uk/ Learn how UCITS has evolved over the years and why. We also touch on a few points of...

    Brand Financial Training
  • ISAs become NISAs and become even more flexible

    Posted by on July 1, 2014

    https://brandft.co.uk/ What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...

    Brand Financial Training
  • Spread Betting

    Posted by on May 20, 2014

    https://brandft.co.uk What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...

    Brand Financial Training
  • Platforms

    Posted by on April 15, 2014

    http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...

    Brand Financial Training
  • Hot Topic – Transferring Your CTF to a Junior ISA

    Posted by on January 8, 2014

    http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...

    Brand Financial Training
  • Hot Topic – CII J12 Exam

    Posted by on November 5, 2013

    http://www.brandft.co.uk/ One of our staff here at Brand Financial Training took the J12 exam this week.  She has also...

    Brand Financial Training
  • A Quick Whizz Through Derivatives

    Posted by on September 10, 2013

    Written by Tina Winter Derivatives in finance-speak are financial contracts whose value is based on, or “derived” from, an...

    Brand Financial Training
  • The Greek Alphabet – Alpha, Beta and All That Jazz

    Posted by on July 9, 2013

    Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...

    Brand Financial Training
  • Hot Topic – New Regulations for UCIS – CII R02 and AF4 exams

    Posted by on July 3, 2013

    http://www.brandft.co.uk/ The FCA defines a UCIS as a collective investment scheme which is not authorised by them because it...

    Brand Financial Training
  • Top Tip – The Seed Enterprise Investment Scheme

    Posted by on May 22, 2013

    http://www.brandft.co.uk/ Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...

    Brand Financial Training