The Big Tent

• R06 - Study Materials

  434 views 2 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• R06 prep for Jan

  223 views 3 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• AF8 Assignment 8

  1.1K views 8 comments 0 points Most recent by Paraplanner101 January 2023CPD & Exams
• Role

  161 views 1 comment 0 points Most recent by Admin January 2023General
• Section 32 GMP and the LTA

  174 views 7 comments 0 points Most recent by Nath January 2023Technical stuff
• CII and PFS situation

  198 views 0 comments 0 points Started by Mosher December 2022 General
• Defaqto Platform Due Diligence

  168 views 3 comments 0 points Most recent by TimMatthias December 2022Technology & IT
• Cii coursework

  360 views 2 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Offshore Bond Custodian Transfer

  110 views 2 comments 0 points Most recent by DaleLucas December 2022Technical stuff
• Executive Income Protection

  82 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• R01 - 3rd party resources

  263 views 3 comments 0 points Most recent by naitchison December 2022CPD & Exams
• Inheriting AIM Shares

  147 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• Expert pensions discount code

  255 views 0 comments 0 points Started by Jumanji December 2022 CPD & Exams
• CISI Private Client Investment Advice & Management (PCIAM)

  215 views 2 comments 0 points Most recent by Jumanji December 2022CPD & Exams
• Fixed Term Annuities - good option for low risk retirees with interest rate rises?

  368 views 11 comments 0 points Most recent by Nath December 2022Technical stuff
• Mifid transaction costs

  125 views 2 comments 0 points Most recent by benjaminfabi December 2022Technical stuff
• AF4 Exam

  550 views 6 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Has anyone done AF6 coursework?

  272 views 1 comment 0 points Most recent by Babyfacesmith December 2022CPD & Exams
• Fixed Protection 2016 - excess

  82 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff
• FSCS - Personal accounts and cash accounts within a SIPP

  129 views 2 comments 0 points Most recent by les_cameron December 2022Technical stuff
• AF8 Exam

  710 views 3 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  89 views 2 comments 0 points Most recent by GallusAlice November 2022Technical stuff
• AF4 Sept Sitting

  221 views 3 comments 0 points Most recent by Admin November 2022CPD & Exams
• AF8 Exam

  106 views 0 comments 0 points Started by Asturgess November 2022 CPD & Exams
• Xplan - Document templates and Python Coding

  575 views 2 comments 0 points Most recent by richardgough November 2022Technology & IT
• Question for FE gurus

  455 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  86 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff
• Automated Advise

  117 views 0 comments 0 points Started by EmilyTreais November 2022 Technology & IT
• Investment Bond Ownership

  97 views 1 comment 0 points Most recent by richardgough November 2022Technical stuff
• Ongoing Adviser Fees

  197 views 0 comments 0 points Started by seanhurst November 2022 General