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General Suggested Reading Material Books Davidson, Alexander "How to Understand the Financial Pages - a guide to money and

the jargon" (2nd edition, Kogan Page)


Web Resources http://www.investmentuk.org/investor-centre (see the guides and fact sheets)

Chapter Specific Suggested Reading Material Chapter 1: Financial Services Industry research reports available from TheCityUK - http://www.thecityuk.com/what-we-do/the-researchcentre/reports.aspx Chapter 2: Economic Environment apart from standard economic textbooks, students need to know about the effect of fiscal and monetary policy on the economy. The Bank of England publish useful reports for further background reading including the financial stability report, the inflation report and the quarterly bulleting. Link http://www.bankofengland.co.uk/publications/mainpublications/index.htm Chapter 3: Financial Assets and Markets the material available from TheCityUK gives good background to various markets. Chapter 4: Equities Companies House website http://www.companieshouse.gov.uk/about/guidance.shtml Company Formation http://www.companieshouse.gov.uk/about/pdf/gbf1.pdf Listing London Stock Exchange Guide to Capital Markets http://www.londonstockexchange.com/companies-andadvisors/listing/thinkingoflisting.htm Corporate Actions Euroclear operational guides https://www.euroclear.com/site/public/EUI then Resources/Operational Guides/Corporate Actions Trading LSE Guide to Trading Services http://www.londonstockexchange.com/products-and-services/tradingservices/guidetotradingservices.pdf

Settlement Euroclear provide an excellent downloadable powerpoint presentation about how the settlement process operates https://www.euroclear.com/site/public/EUI then Training/Training Materials/Securities Settlement

Chapter 5: Bonds Debt Management Office guide to gilts http://www.dmo.gov.uk/index.aspx?page=About/About_Gilts Bond trading - http://www.bondscape.net/

Chapter 6: Derivatives Chicago Mercantile Exchange educational resources section - http://www.cmegroup.com/education/index.html Investopedia - http://www.investopedia.com/university/ Chapter 7: Investment Funds publications by the Investment Management Association http://www.investmentuk.org/ TrustNet education guides at http://www.trustnet.com/Education/EducationHome.aspx Background material on investment management and the role of the fund management company - http://www.efama.org/index.php? option=com_docman&task=cat_view&gid=15&Itemid=-99

Chapter 8: Financial Services Regulation FSA guides available at http://www.fsa.gov.uk/Pages/About/index.shtml Money laundering information http://www.jmlsg.org.uk/bba/jsp/polopoly.jsp;jsessionid=aD5rPS7PIB8?d=749 Data protection http://www.ico.gov.uk/what_we_cover/data_protection.aspx Financial Ombudsman Service http://www.financialombudsman.org.uk/ Financial Services Compensation Scheme - http://www.fscs.org.uk/

Chapter 9: Taxation and Wrappers HMRC leaflets on ISAs http://www.hmrc.gov.uk/leaflets/isa.htm

Useful Contacts Peter Bentham - Peter.Bentham@tower.ac.uk (Teacher of Unit 1 at Tower Hamlets College for over 5 years) Shahnaz Begum Shahnaz.Begum@tower.ac.uk (Teacher of Unit 1 at Tower Hamlets College for over 5 years) Kevin Rothwell - krconsultancy@btinternet.com (Author of the CISI workbook for Introduction to Securities & Investments) Nick Seaward - nseawar@aol.com (Ex practitioner, extended project panel member and teacher of Unit 1 at Bellerbys College)

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