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Vol 23 No 5 May/June 2018

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Cover of Drafting Commercial Agreements

Drafting Commercial Agreements

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Introduction to Financial Services

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ISBN13: 9781858362878
ISBN: 1858362873
Published: July 1998
Publisher: HLT Publications/Old Bailey Press
Country of Publication: UK
Format: Paperback
Price: Out of print



This text aims to help and advise those people starting a career in financial services, covering topics including: why invest at all?; income tax considerations; investment products/retail branded packaged products; consideration of risk; best advice; and compliance matters.

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Subjects:
Banking and Finance
Contents:
The purpose and aim of this book; why invest at all? the historical background and current regulatory system; independent advisers and ""tied"" advisers; income tax considerations including IHT and CGT; investment products/retail branded packaged products; insurance products for ""protection""; investment risk 1; investment risk 2; best advice 1 - the fact find; best advice 2; identifying client's needs; underwriting; compliance; training and competence; complaints; advising the elderly; share exchange and low cost share dealing; ethical investments; national saving products; traded endowment policies; EIS's, VCT's and EZPT's; mortgage advice.