Welcome to Kuber Ventures CPD qualifying breakfast seminar registration

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Date20 May 2019
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Categories

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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