HR246

Discussions

• Investments for a client with an overseas spouse

  26 views 0 comments 0 points Started by HR246 July 31 Technical stuff
• Prior Recognition of Learning - CISI to CII

  231 views 1 comment 0 points Most recent by AnnBrand April 2024CPD & Exams
• Disclosing Fixed Fees

  199 views 1 comment 0 points Most recent by benjaminfabi February 2024Technical stuff
• Onshore vs Offshore Bonds - Investment Choice

  319 views 0 comments 0 points Started by HR246 January 2024 Technical stuff
• Bonds, Lives Assured & Insurable Interest

  387 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• CISI Level 6 Past Papers

  606 views 2 comments 0 points Most recent by HR246 August 2023CPD & Exams
• You don't need to include cost comparisons in pension switching reports ...

  268 views 5 comments 0 points Most recent by benjaminfabi August 2023Technical stuff
• Tax on bond surrender - onshore

  160 views 2 comments 0 points Most recent by les_cameron May 2023Technical stuff
• Carry Forward & Employer Contributions

  148 views 1 comment 0 points Most recent by les_cameron February 2023Technical stuff
• Bond Surrender Calculations

  965 views 7 comments 0 points Most recent by les_cameron October 2022Technical stuff