Hi {{ session.user.profile.firstName }}

Platforms - a spring board for Closed-end Funds?

Manage webcast
Patrick Mill, Sales Director, Alliance Trust Savings
Given the regulatory changes that are underway, platforms are going to play an increasingly important role for investors and their advisers. Patrick will take a look at how advisers can use platforms to research and buy closed-end funds on behalf of their clients. He’ll investigate the transition from Investment Trust Savings Schemes to wrap platforms and look at the very first and original unbundled fund investment. He’ll also discuss adviser remuneration options and the challenges platforms must overcome to implement these.
Dec 2 2010
19 mins
Platforms - a spring board for Closed-end Funds?
More from this community:

UK Financial Advisers

  • Date
  • Rating
  • Views
  • Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

    You Will Learn:
    1.What Mindfulness is & why it is useful in the business world.
    2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
    3.How to be 100% in the present moment, focused, free of distractions.
    4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
    5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)

    Can’t Miss Takeaway:
    You will:
    •Learn the daily practice of Mindfulness & how it delivers practical benefits.
    •Have access to an audio guide to a daily Mindfulness practice.
    •Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

    Who Should Attend?
    Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
  • Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

    You Will Learn:
    1.What Mindfulness is & why it is useful in the business world.
    2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
    3.How to be 100% in the present moment, focused, free of distractions.
    4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
    5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)

    Can’t Miss Takeaway:
    You will:
    •Learn the daily practice of Mindfulness & how it delivers practical benefits.
    •Have access to an audio guide to a daily Mindfulness practice.
    •Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

    Who Should Attend?
    Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
  • Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.

    You Will Learn:
    1.What Mindfulness is & why it is useful in the business world.
    2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
    3.How to be 100% in the present moment, focused, free of distractions.
    4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
    5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)

    Can’t Miss Takeaway:
    You will:
    •Learn the daily practice of Mindfulness & how it delivers practical benefits.
    •Have access to an audio guide to a daily Mindfulness practice.
    •Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.

    Who Should Attend?
    Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
  • In this webinar, experts from Deloitte and HML will:

    Review major differences between current provisioning practice (UK GAAP and IAS 39) and IFRS 9

    Examine the modelling and data challenges posed by the implementation of IFRS 9

    Examine the wider business impacts associated with IFRS 9 including the impact on provisioning operating models

    Look at what credit providers will need to do as soon as possible as provisioning moves from an incurred loss to an expected loss model

    Participants will be provided with:

    Guidance on modelling expected losses on performing mortgage accounts

    Expert analysis of what loss provisioning models will look like across a range of asset classes, in property and beyond, drawn from unrivalled industry insight

    The governance, controls and reporting capabilities that need to be considered must be in place for the transition

    How to organise a successful IFRS 9 programme and common pitfalls
  • The fund’s objective is to provide investors with a high level of monthly income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, are utilised.
    Join Michael Scott, who took over as fund manager in July 2012, for an update. Since then the fund has delivered consistent monthly distributions and has maintained a well-diversified portfolio across the high yield credit universe.
  • Following the success of our Mortgage Club Live events earlier this year, we’ve just launched our Autumnal series. Tailored to meet your needs, these events will look at issues that will be impacting you and your business through the rest of 2015 and in to next year. Make sure you don’t get left out of what’s happening. Jeremy Duncombe, Director at the Legal & General Mortgage sat down recently to record this very short teaser video that explains to you the importance of why you need to be attending! Take a look.
  • Matt Peron, Managing Director of Global Equity, discusses volatility in equity markets and looks at downside protection strategies. Watch.
  • Azad Zangana, Economist and Strategist at Schroders, will offer his insights into the global sell-off witnessed this week.
  • With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.

    From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
  • Our Mortgage Club Director is with a number of key lenders such as Nationwide, Woolwich, Skipton and Precise Mortgages.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Platforms - a spring board for Closed-end Funds?
  • Live at: Dec 2 2010 12:00 pm
  • Presented by: Patrick Mill, Sales Director, Alliance Trust Savings
  • From:
Your email has been sent.
or close
You must be logged in to email this