Welcome to Kuber Ventures CPD qualifying breakfast seminar registration
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
