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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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  • ATE-sanctions_700

    Ask the experts: Financial sanctions

    May 31, 2017
    Financial institutions have been forced in recent years to ‘de-risk’ when it comes to countries which are sanctioned or high-risk in other ways. Even if sanctions have been removed or restricted – as in the case of Iran – many are still unwilling to test the law. Senior adviser to the CISI, George Littlejohn MCSI, talks through the chief issues
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  • gim-logo-colour700

    Guild seeking support for grant of livery

    May 30, 2017
    A group of investment managers is hoping to gain sufficient support to be admitted as a livery company
    Read more
  • banks700

    Change: Banks – regulatory developments June 2017

    May 26, 2017

    Nick Andrews, executive chairman and founder of corporate compliance and regulatory advisory firm MPAC, outlines key regulatory changes in the banking sector

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  • imr700

    Investment Management Review May 2017 – final stand-alone issue

    May 26, 2017
    The May 2017 edition of the Investment Management Review (IMR) is out now, and is the final edition to be issued as a stand-alone publication. From October onwards, we are changing the way we bring it to you by incorporating this cutting-edge content into The Review
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  • wotw_vanguard_700

    Word on the web: Fund shake-up

    May 26, 2017
    Vanguard’s recently announced move into the UK small investor market has caused a stir amongst the financial community
    by Rosalie Starling
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  • case study700

    Case study: Planning for an early retirement

    May 25, 2017

    Craig Palfrey CFPTM Chartered MCSI helps his client plan for his dream of working less, earning more and retiring early, through judicious insurance and pension planning and use of ISAs

    Read more
  • focus-logo

    CISI Financial Planning Conference 2017: Focus on the Future

    May 24, 2017

    Sir Steve Webb, Justin Urquhart-Stewart and former SAS captain Mike Lynch are headline speakers at this year’s conference, which will be held at Celtic Manor Resort, 25–27 September

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  • Untitled-33

    Singing for supper at East Midlands & Lincoln branch annual dinner 2017

    May 24, 2017
    Original singing act The Three Waiters kept guests entertained at the event, held on 11 May 2017 at Devonshire Place, Leicester
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  • fpw17700

    Financial Planning Week 2017 shows demand for financial guidance is strong

    May 24, 2017

    Consumers throughout the UK came out in force to make the most of the free, professional financial guidance offered during the CISI’s Financial Planning Week, 8–12 May

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  • mifid_700

    MiFID II: Are you prepared?

    May 24, 2017
    With MiFID II coming into effect in January 2018, Phil Thornton outlines the actions that firms must take to make sure they are compliant
    Read more
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