It will be shipped from our warehouse between Tuesday, July 09 and Thursday, July 11.
You will receive it anywhere in United Kingdom between 1 and 3 business days after shipment.
handbook of investment administration
kevin rothwell
Synopsis "handbook of investment administration"
this handbook takes the main aspects of investment administration and drills down into the detail of these from a retail perspective. it covers areas that are unique to the private client business such as trusts. it provides appropriate background and essential facts that are essential to the day-to-day work of staff in this area. it is written in a simple, straightforward so that the information can be easily assimilated or can be used as a readily accessible guide. contents introduction private client and retail investment market types of business regulatory background investment management asset classes core investment processing new business trading settlement corporate actions income banking reconciliations client reports closing business other considerations custody taxation residence and domicile powers of attorney other types of accounts trusts and trustees charities sipps other specialist types of accounts specialist functions risk management managing outsourcing probates