Summary of the session
60 minutes structured CPD
Synopsis
On this webinar Cat McInally (Investment Business Development Manager) and Graeme Robb (Senior Technical Manager) gave a short overview of Prudential’s OEIC range and the taxation of OEICs and there use in financial planning.
Learning Objectives
- Taxation of OEICs held by individuals
- Directly held OEICs or OEICs wrapped in an Insurance Bond
- Taxation of OEICs held by trustees
- Taxation of OEICs held by companies
Assessment
Pass = 4 out of 5