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
|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
James Faulkner, Director – Vala Capital
Matthew Cushen, Co Founder – Worth Capital
|10.15 – 10.30||Open discussion/closing remarks|