Archive for April, 2008

Investment Management Exam Success

Date Added: Tuesday, April 8th, 2008

Mark Woods has received confirmation from the CFA Society of the UK that he has passed his Investment Management exams with the UK Society of Investment Professionals (UKSIP).
 
This milestone has been reached on schedule as a part of our firm’s commitment to continuing professional development of personnel and enables the firm to apply for authorisation […]

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2008/09 PEP and ISA Changes

Date Added: Monday, April 7th, 2008

 

HM Revenue & Customs’ changes to Individual Savings Accounts (ISAs) and Personal Equity Plans (PEPs).
The changes, which came into effect from 6 April 2008, are as follows:
• ISA savers are now able to invest in two separate ISAs each tax year; a Cash ISA and a Stocks and Shares ISA. These do not have to be […]

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