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.

Welcome to Kuber Ventures CPD qualifying breakfast seminar registration

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Kuber Ventures is delighted to invite you to register for its CPD qualifying seminar at The Royal Automobile Club 3 July.

EIS continues to play a critical role in the growth of the UK economy understanding client and product suitability and product suitability in a financial planning context is essential in a dynamic growth oriented environment.

Join us at the RAC for a breakfast seminar, featuring industry practitioners, with the following learning objectives:

  • The importance of Client suitability in an EIS context
  • The importance of EIS Product suitability in a financial planning context
  • Sourcing deals in a growth environment (industry insight)

3 July 2019  08.30 – 10.30 Breakfast seminar agenda

Time Agenda Item
08.30 – 09.10 Arrival, registration breakfast buffet
09.10 – 09.15 Introduction, James D’Mello, Kuber Ventures
09.15 –  09.30 The importance of client suitability in an EIS context
09.30 – 09.45 The importance of EIS product suitability in Financial Planning context
(with case study) Application of loss relief
09.45 –10.15 Industry insight – Sourcing deals in a growth environment
Guest speakers:
James Faulkner, Director – Vala Capital
Matthew Cushen, Co Founder – Worth Capital
10.15 – 10.30 Open discussion/closing remarks

Please register below

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