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Hot Topics in EIS Fund Due Diligence – Symvan panel discussion

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Symvan Capital requests your company at a panel discussion that impacts many wealth managers at this time of the year –  Hot Topics in EIS Fund Due Diligence 

It is anticipated that a number of topics will be discussed that are outside the scope of standard EIS fund due diligence including:

–  drilling down into the different conflicts of interest that fund managers face

–  transparency on fees, particularly the disclosure of fees charged to Investee Companies

–  how useful are IPEV Guidelines for portfolio valuations?

–  the role of the EISA in establishing trust between investors and fund managers

The participants on the Panel include:

–   Luke Barnett, Lead Analyst, Allenbridge

–   Ewoud Karelse, Head of Tax Advantaged Investments, Tilney Financial Planning

–   Kealan Doyle, Investment Manager, Symvan Capital

Date: 5th March 2020

Time: 6pm to 8pm

Location: Lewis Silkin LLP

                  5 Chancery Lane

                  Holborn

                  London

                  EC4A 1BL

RSVP — please click as appropriate.

Yes, I would like to attend on Thursday 5th March

No, I am unable to attend on Thursday 5th March

 

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