Search results for "AF4"
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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, but also it crops up in others, so we know what inflation is and we know it should be of some concern to investors. It’s deflation though, that is currently in the news and up until now, this is something we […] -
CII AF4: The October 2014 Exam Paper Uncovered
The exam paper for the October 2014 sitting of the CII AF4 exam has been released. In the following article we take a look at what was on the exam, what pitfalls there were and how you can avoid these if you’re planning on sitting AF4 in the near future. A Surprise Omission In 2013, the CII received a lot […] -
UCIS – CII R02 and AF4 exams
Here, we look at UCIS – of interest to those studying for the CII R02 and AF4 exams. The FCA defines a UCIS as a collective investment scheme which is not authorised by them because it doesn’t meet specified criteria regarding diversification and investment. The un-authorised investment is still legal but the marketing activity must be carried out subject to […] -
Tax Implications of Assigning Investment Bonds
In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams. -
Getting to Know the ‘Know Your Customer’ Rules
Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful reading for the CII's CF1, R01, R02, R06, AF4, and AF5 exams. -
Order of Taxing Income
Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant to the CII CF1, R03, R06, AF1, AF4, and AF5 exams. -
Key Amendments Announced in the Autumn Statement 2023
In this article, we pull out the key amends announced in the Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to R01, R03, AF1, R02, AF4, CF6 and R07. -
Brand Bitesize: Earnings Per Share
In this Brand Bitesize video, we talk about Earnings Per Share. This is useful for CII R02, J10, J12, or AF4 exam revision. -
Brand Bitesize: Sharpe Ratio
In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or AF4 exam revision.