RISK WARNING
All VCT, EIS, SEIS, and Business Relief qualifying investments are high risk and are not suitable for most clients. They are illiquid investments and Investors’ capital is at risk.

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

//
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).