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Personal Finance Society
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News items | 01 Nov 2011
The FSA has issued guidance to warn that traded life policy investments (TLPIs) are high risk, toxic products that are generally unsuitable for the majority of UK retail investors and should therefore not be promoted to them. TLPIs are known as 'death bonds' because investors are putting thei...
News items | 01 Feb 2011
The FSA have produced Consultation paper CP11/03 which is entitled 'Product disclosure: Retail investments - changes to reflect RDR Adviser Charging and to improve pension scheme disclosure'.
CII Library | Book | Published 2015
A Practitioner's Guide to Alternative Investment Funds offers practical guidance on legal and regulatory concepts (UK and US), asset classes and Tax regimes (UK and US). 
Technical articles | 01 Jul 2009
National Savings and Investments (NS&I) products are sponsored by the Government and represent one of the ways by which the Government secures funds from the public, effectively on loan, to finance Government expenditure. Because the products are backed by HM Treasury they can realistic...
CII Library | Article | Published 02-2014
Iinvesting in small inlisted companies is highly risky, but a new breed of website - crowdfunding platforms - lets you invest small amounts you can afford to lose. Bit is the excitment of it enough to counteract the slim odds of making money? Published in: Investor's chronicle, 21 Feb 2014, ...
CII Library | Book | Published 2014
Throughout changing investment opportunities, problems and controversies, Charles P Jones's Investments remains one of the most readable and comprehensive investments texts today ...The text has been thoroughly updated to include the latest information and numbers available, as well as:- Inc...
CII Library | Book | Published 2014
This title provide comprehensive analysis of the effect of AIFMD at European and national level, of the aims and the principles behind the Directive. It also gives a jurisdictional analysis that follows a standard template allowing for easy comparison of rules between states.[Abstract from p...
CII Library | Book | Published 2014
The OECD Model Tax Convention was updated in 2012, to facilitate requests for the exchange of tax information internationally. This emphasises the growing need for transparency and compliance in the administration of taxes, including international wealth investment. This is a topical subject due ...
CII Library | Book | Published 2014
A market leader in the field, this text introduces major issues of concern to all investors and places emphasis on asset allocation. It gives students the skills to conduct a sophisticated assessment of watershed current issues and debates. Bodie Investments' blend of practical and theoretical co...

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