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Analyse the characteristics and relevant tax considerations

The regulator requires you to demonstrate an ability to analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.

This session focuses on the characteristics and relevant tax considerations relevant to investment companies. We will explain: basic structure and rules, pricing, Net Asset Values discounts and premiums, gearing, different types of share classes, investment styles, charges and tax.
Recorded Jul 4 2013 58 mins
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Presented by
Jacqueline Lockie, Head of Training, AIC
Presentation preview: Analyse the characteristics and relevant tax considerations

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  • Title: Analyse the characteristics and relevant tax considerations
  • Live at: Jul 4 2013 1:00 pm
  • Presented by: Jacqueline Lockie, Head of Training, AIC
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