TISA

Dakota House, 25 Falcon Court, Preston Farm Business Park, STOCKTON-ON-TEES, TS18 3TX.
+44 (0) 1642 666999
engagement@tisa.uk.com

TISA is a not-for-profit membership association operating within the financial services industry. We represent the interests of over 145 member firms involved in the supply and distribution of savings and investment products and services. 


TISA has a highly successful track record in working cooperatively with government, regulators, HMT, DWP and HMRC to improve the performance of the industry and the outcomes for consumers. Policy and regulation continues to be the major focus for our members with regard to corporate responsibility. 

TISA and its members’ remit is evolving into a clearer focus on pro-active consultation in the regulatory world in order to influence policy and associated regulation before its creation, rather than reacting to issued policy directives. This will help to ensure a more considered policy creation from the authorities. 

Please see what we dowho's whobenefits of membership and a list of member firms for more information. 

If you would like information on how to become a TISA member, please click here and provide us with information with regards to the nature of your company, the location and number of employees etc.

15 Event(s) Ordered by

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29 Jun 2017 - Conferences & Seminars
This is your chance to hear from industry experts in respect of how firms can achieve compliance and their ongoing commitments. If you are a senior manager, or are responsible for ensuring your firm’s compliance with these obligations, you should attend.

CPD: 3 Hours / Price: Price available upon application / Location: London, UK


11 Jul 2017 - Conferences & Seminars
This seminar is aimed at marketing, compliance and business managers looking at how to implement key provisions relating to Complexity, Product Governance, including target markets, and Costs and Charges.

CPD: 3.5 Hours / Price: Price available upon application / Location: London, UK


21 Nov 2017 - Conferences & Seminars
This year’s Conference theme is ‘Going Global: Transforming the UK into a smarter global financial centre.’ Our programme will focus on the opportunities for the UK and the savings and investment market to expand its world trade post-Brexit, the role digitalisation and FinTech innovation will play, economic developments and how best to meet the needs of the consumer.

CPD: Not Stated / Price: Price available upon application / Location: London, UK


Dates available on application - Training & Workshops
This TISA training course has been designed to provide staff with an overview of the key facts relating to Junior ISAs. The content of the session will be suitable for those who are already familiar with existing ISA administration and will now be administering these ISAs for children. It will concentrate on the parts of the ISA Regulations that apply uniquely or differently to Junior ISAs.

CPD: Not Stated / Price: £200.00 / Location: To Be Advised


Dates available on application - Training & Workshops
The workshop looks at the operational challenges faced by firms when handling transfers. Whether you are faced with making a payment to another scheme or responsible for receiving a transfer into your own arrangement, this workshop will examine your legal and regulatory obligations.

CPD: 2 Hours / Price: £150.00 / Location: London, UK


Dates available on application - Training & Workshops
This session will be delivered by Dave Beaston. Dave has many years experience within the financial services industry, having worked previously in both sales and compliance. He has delivered training courses on all areas of ISA administration for TISA since 2004.

CPD: 2 Hours / Price: Price available upon application / Location: UK


Dates available on application - Training & Workshops
This workshop will endeavour to address all the key ISA regulations and additional guidance that managers need to be aware of to ensure that the ISA applications they receive are valid. Delegates will explore a number of case studies as well as undertake a question and answer session to facilitate deeper understanding of the issues.

CPD: 3 Hours / Price: Price available upon application / Location: UK


Dates available on application - Training & Workshops
This session attempts to take delegates through the various steps involved when carrying out an ISA repair or an ISA void including the removal of the necessary investments or cash and the tax implications for both the ISA manager and the investor. The session will cover the repairing or voiding of both cash ISAs and stocks & shares ISAs.

CPD: 3 Hours / Price: Price available upon application / Location: UK


Dates available on application - Training & Workshops
The workshop will look in detail at how to determine if an investment qualifies to be held within and ISA, taking delegates through the stages of investigation necessary to make a decision. It also covers issues surrounding income and corporate actions. Delegates will explore a number of case studies as well undertake a question and answer exercise to facilitate deeper understanding of the issues.

CPD: 3 Hours / Price: Price available upon application / Location: UK


Dates available on application - Training & Workshops
Attendees will be able to benefit from TISA's knowledge on this topic, built up over many years with the help of HMRC, who are responsible for managing the ISA scheme. Attendees will also be able to benefit from an insight as to how other ISA managers process their ISA transfers.

CPD: 3 Hours / Price: Price available upon application / Location: UK


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