Global Investment Performance Standards
Click here to access a presentation on Global Investment Performance Standards by Annie K. Lo, CFA, CIPM, CAIA
Update to PSE Alphalist GR 213860 – Reply (and Opposition to Motion to Lift TRO) to Respondents’ Comment with Motion to Lift TRO
Romulo Mabanta, Counsel for Petitioners ( which includes TOAP ) received last 18 February 2015 a Notice from the Supreme Court that the said Court issued a Resolution dated 21 January 2015 wherein the Supreme Court resolved to: (a) note the Manifestation dated 14 November 2014 filed by the OSG in compliance with the resolution […]
RMC 7-2015 Tax Treatment of Interest Income
Please click here to see RMC 7-2015 reiterating the tax treatment of interest income derived from Long Term Deposits or Investments Certificates as Described in RR No. 14-2012 and Clarified in RMC Nos. 77-2012 and 81-2012.
Trust Consciousness Week Calendar of Events
For any questions and clarifications, please call Pat Alvarillo (BDO Private Bank Tel # 588-9768), Kay Pagal (PNB-Trust Tel # 526-3665) or Giselle Quitlong (TOAP Secretariat Office Tel # 892-8033; 894-0542). Looking forward to seeing all of you at the 2015 TOAP Annual Convention.
CFA Institute Research Challenge
CFA Institute will be livestreaming the Asia Pacific Regional Final, allowing you to watch the event even if you’re not able to attend in person. The finals will begin on 5:00 PM Philippine time on Thursday, March 12.
Financial Modeling and Valuation 2015
Financial Modeling and Valuation 2015 Date: March 18 to 20, 2015 Venue: Crowne Plaza Manila Galleria CFA Society Philippines is proud to present these workshops on “Financial Modeling and Valuation” held in conjunction with Wall St. Training. Workshops include: 1. Basic Financial Modeling (March 18, 2015, 9:00 AM to 5:00 PM) 2. Corporate Valuation Methodologies […]