Name: handbook of investment administration
SKU: 10759665
Price: 1139.00 ZAR
Availability: InStock
Author: kevin rothwell
ISBN: 9780470033623

Select your country

Americas

Europe

Rest of the world

portada handbook of investment administration

Type

Physical Book

Publisher

wiley

Author

kevin rothwell

Pages

520.00

ISBN

0470033622

ISBN13

9780470033623

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