Structured Products – Cape Academy

OEICs & Unit Trusts

General characteristics of OEICs & Unit Trusts
Passive vs Active Funds
Diversification Rules
OEICs and Unit Trusts – People Involved
Income vs. Accumulation Units
Taxation of OEICs and Unit Trusts
Multi-Manager Funds

Offshore Funds Taxation

Investment Trusts

Investment Trusts – Introduction
Investment Trusts – Share Classes
Investment Trusts – Warrants

Life Assuarnce Based Investments

Intro to life assurance based investments
With profits policies
With profits policies – market value reduction
Unitised vs. Conventional With Profits Policies
Advantages and Disadvantages of With Profits Policies
Pound Cost Averaging
Early Encashment of Life Assurance Policies
Taxation of Life Assurance Policies
Second Hand Life Assurance Policies
Friendly Society Policies

Onshore & Offshore Bonds

What are Onshore and Offshore Bonds
Onshore vs. Offshore Bonds

ETFs

Exchange Traded Funds

Property Based Investments

Types of Property Based Investments

EIS, SEIS & VCT

EIS
SEIS
VCT

ISAs

What is an ISA
CTF vs. JISA

Derivatives

What is a Derivative
Futures
Options

Hedge Funds

Hedge Fund Strategies

Structured Products

What is a Structured Product

Return to Solo 2

Structured Products

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Sub-Module Chapters

What is a Structured Product

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