The Due Diligence seminar marks the start of Kuber’s EIS Masterclass

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Date29 Sep 2016
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Categories

The Autumn EIS Masterclass started with the Due Diligence seminar. With guest contributions from Richard Angus, Hardman & Co, Mark Brownridge, Director General, EISA and James Clowes from Tysers, the International Insurance and Reinsurance Brokers, Advisers enjoyed a comprehensive look at:

  • Appreciating investment risk
  • Compliant and profitable EIS investing
  • SEIS/EIS due diligence and risk transfer

The presentation slides from the seminar can be downloaded from here.capture-2

Kuber’s EIS Masterclass programme features two further seminars detailed as follows

> Seminar 2 – An explanation of the different regulatory considerations for the different types of  EIS and how it impacts on your capability to provide advice to your clients– 19 October 09.00-12.00  RSVP

Guest speaker:
•  Kate Troup, Charles Russell Speechlys, the award winning law firm. Kate advises clients in the financial services industry on a wide range of legal and regulatory issues.

  • Alternative Investment Funds vs Managed Portfolio
    • What can you market to whom?
  • Implications of suitability vs appropriateness
    • When does which apply?
  • MIFID II
    • Despite Brexit this legislation comes into effect on 1 January 2018 how does it impact on your business?

>   Seminar 3 – Financial Planning  –  Are you utilising EIS/SEIS investments to their full potential? – 29 November 09.00-12.00 RSVP

Speakers include:
•Kuber Ventures Technical Adviser •    Guest speaker tbc

(please note timings are approximate and could be subject to change along with content).