Handbook of Investment Administration (Paperback)
Kevin Rothwell
Sold by CitiRetail, Stevenage, United Kingdom
AbeBooks Seller since 29 June 2022
New - Soft cover
Condition: New
Ships from United Kingdom to U.S.A.
Quantity: 1 available
Add to basketSold by CitiRetail, Stevenage, United Kingdom
AbeBooks Seller since 29 June 2022
Condition: New
Quantity: 1 available
Add to basketPaperback. Investment Administration has a key role to play in the many and varied investment products and services that are available in the retail investment marketplace. Kevin Rothwells Handbook of Investment Administration provides a comprehensive and readable source of both background and practical information for the practitioner. The 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 explains the background on why processes are undertaken providing as essential reference aid for the practitioner. Key features include: A full range of Investment Administration functions from New Business to Settlement through to Corporate Actions.Specialist areas such as Trusts and Charities are covered in depth.Concise introduction to each subject providing interesting background information, followed by a detailed review.Essential reading for candidates undertaking Securities & Investment Institute IAQ exams examinations. Investment Administration has a key role to play in the many and varied investment products and services that are available in the retail investment marketplace. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.
Seller Inventory # 9780470033623
Key features include:
More recently Kevin has set up his own company that excels in providing specialised and bespoke consultancy and training for a number of large financial institutions both at home and abroad.
Already a Fellow of the Securities and Investment Institute, he was delighted to have been made a Senior Technical Advisor for them. As well as teaching towards the Securities and Investment Institutes post-graduate Diploma in Investment Operations, Kevin is also the author of International Certificate in Financial Advice Workbook which is published by the SII.
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