FSRE 1

FSRE 1 cheat sheets

Financial services, regulation and ethics.

Objectives, Consumer Duty, MCOB, affordability, disclosure, complaints, AML and arrears.

Income tax, NI, CGT, IHT, SDLT, corporation tax, ISAs and property tax essentials.

Settlor, trustee and beneficiary roles, trust deed, main trust types, trustee borrowing and fiduciary duty.