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R06 - Study Materials
191
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2
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0
points
Most recent by
LuizaBTS
January 2023
CPD & Exams
R06 prep for Jan
180
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3
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0
points
Most recent by
LuizaBTS
January 2023
CPD & Exams
AF8 Assignment 8
656
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8
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0
points
Most recent by
Paraplanner101
January 2023
CPD & Exams
Role
138
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1
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0
points
Most recent by
Admin
January 2023
General
Section 32 GMP and the LTA
108
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7
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0
points
Most recent by
Nath
January 2023
Technical stuff
CII and PFS situation
166
views
0
comments
0
points
Started by
Mosher
December 2022
General
Defaqto Platform Due Diligence
105
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3
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0
points
Most recent by
TimMatthias
December 2022
Technology & IT
Cii coursework
229
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2
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0
points
Most recent by
DaleLucas
December 2022
CPD & Exams
Offshore Bond Custodian Transfer
65
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2
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0
points
Most recent by
DaleLucas
December 2022
Technical stuff
Executive Income Protection
71
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2
comments
0
points
Most recent by
TimMatthias
December 2022
Technical stuff
R01 - 3rd party resources
215
views
3
comments
0
points
Most recent by
naitchison
December 2022
CPD & Exams
Inheriting AIM Shares
120
views
2
comments
0
points
Most recent by
les_cameron
December 2022
Technical stuff
Expert pensions discount code
192
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0
comments
0
points
Started by
Jumanji
December 2022
CPD & Exams
CISI Private Client Investment Advice & Management (PCIAM)
178
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2
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0
points
Most recent by
Jumanji
December 2022
CPD & Exams
Fixed Term Annuities - good option for low risk retirees with interest rate rises?
326
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11
comments
0
points
Most recent by
Nath
December 2022
Technical stuff
Mifid transaction costs
99
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2
comments
0
points
Most recent by
benjaminfabi
December 2022
Technical stuff
AF4 Exam
384
views
6
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0
points
Most recent by
DaleLucas
December 2022
CPD & Exams
Has anyone done AF6 coursework?
195
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1
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0
points
Most recent by
Babyfacesmith
December 2022
CPD & Exams
Fixed Protection 2016 - excess
70
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2
comments
0
points
Most recent by
TimMatthias
December 2022
Technical stuff
FSCS - Personal accounts and cash accounts within a SIPP
113
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2
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0
points
Most recent by
les_cameron
December 2022
Technical stuff
AF8 Exam
438
views
3
comments
0
points
Most recent by
DaleLucas
December 2022
CPD & Exams
Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question
69
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2
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0
points
Most recent by
GallusAlice
November 2022
Technical stuff
AF4 Sept Sitting
185
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3
comments
0
points
Most recent by
Admin
November 2022
CPD & Exams
AF8 Exam
96
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0
comments
0
points
Started by
Asturgess
November 2022
CPD & Exams
Xplan - Document templates and Python Coding
319
views
2
comments
0
points
Most recent by
richardgough
November 2022
Technology & IT
Question for FE gurus
368
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6
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0
points
Most recent by
Nath
November 2022
Paraplanning tips & tricks
IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity
51
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0
comments
0
points
Started by
Michelle131
November 2022
Technical stuff
Automated Advise
89
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0
comments
0
points
Started by
EmilyTreais
November 2022
Technology & IT
Investment Bond Ownership
72
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1
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0
points
Most recent by
richardgough
November 2022
Technical stuff
Ongoing Adviser Fees
165
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0
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0
points
Started by
seanhurst
November 2022
General
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