Do you meet the FCA T&C requirements to recommend the right EIS investment strategy to your clients? REGISTER NOW to ensure that you do!

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Date21 Feb 2014
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Categories

Kuber Ventures is delighted to offer you the opportunity to attend the second in our current series of EIS investment seminars with leading investment professional, Tim Guinness, Chief Investment Officer of Guinness Asset Management.

Once again, this seminar will aim to provide you with adequate CPD points to confidently promote EIS solutions to your clients.

Venue: Kuber Ventures, 10 Old Burlington Street, London W1S 3AG Date: Thursday 6th March Time: 08.30 – 10.30 RSVP: If you wish to register please click here .

Places are limited so please register by Thursday 27th February  to secure your place.

Agenda:

08.30 – 09.00 – Registration

09.00 – 09.05 – Introduction and opening comments – John Williams

09.05 – 09.45 – Portfolio Construction – Why private equity, why EIS, and the importance of diversification – Tim Guinness

09.45 – 10.10 – Financial planning strategies using EIS – Dermot Campbell

10.10 – 10.30 – Open forum Q&A

10.30 – Closing remarks – Dermot Campbell