CPD On Demand - The self-invested pension for you and your clients

Please complete our knowledge check questions and our short feedback form below in order to receive your CPD certificate.

Knowledge check:
Please answer the following questions:

Question Title

* 1. The FCA restricts who can receive the promotion of and invest in unlisted shares, this includes:

Certified high net worth investors

Certified sophisticated investors

Self-certified sophisticated investors

All of the above

Question Title

* 2. How can gold be accessed in our self-invested pensions?

Via the Royal Mint

Via an online platform

Both of the above

Question Title

* 3. Which best describes the FSCS compensation limit in respect of cash deposits for individuals

Compensation in respect of cash deposits is unlimited

£85,000 per depositor per institution

£60,000 per depositor per institution

£75,000 per depositor per deposit

Question Title

* 4. Gold is tangible and moveable (it can be touched, picked up and moved) so how is it possible to invest in gold via a SIPP and avoid the unauthorised payment charges that apply to taxable property?

Gold coins are legal currency and so excluded from the taxable property rules

All investment in gold benefits from an exception to the taxable property rules

Investments in gold must meet certain criteria (such a being of a minimum level of purity, being in the form of a bar or a waiver and be of a weight that accepted on the bullion markets) to be excepted from the taxable property rules

Gold, as a tangible moveable asset, will in fact attract unauthorised payment charges but certain investors may feel that the benefits of the investment returns will outweigh the impact of the charges

Feedback questions

Question Title

* 5. Do you have any suggestions for improvements for future webinars?

Question Title

* 6. Based on the webinar you have just watched, would you attend future webinars by Curtis Banks?

Yes

Question Title

* 7. Would you like your Curtis Banks Business Development Manager to contact you?

Yes, please contact me via phone

Yes, please contact me via email

Question Title

* 8. Please enter your details below in order to get your editable CPD certificate.

Name

Company

Post Code

Email Address

Phone Number

Question Title

* 9. Please tick the box if you are happy to give your consent to receive our latest webinar invites, technical updates and news.

Yes

Thank you for watching our "The self-invested pension for you and your clients" webinar and for completing our feedback form and knowledge check questions.

Please click the 'Done' button below to get your CPD certificate.

Keep up to date with our latest CPD content by visiting our CPD ON DEMAND hub on our website: curtisbanks.co.uk/

Please contact marketing@curtisbanks.co.uk if you have any questions.