Introductory Elements. Wealth Management -- Investment Administration. New and Closing Business -- Trading -- Settlement -- Corporate Actions -- Other Considerations. Custody -- Tax -- Powers of Attorney -- Outsourcing -- Investment Accounts and Products. Individual Savings Accounts (ISAs) -- Collective Investment Schemes -- Trusts -- Charities -- Self-Invested Personal Pensions -- Derivative Products -- Glossary
Summary
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 Rothwell's 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
Bibliography
Includes bibliographical references (pages 481-486) and index